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First Trust Institutional Preferred Securities and Income ETF

178 hedge funds and large institutions have $1.25B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
76
Jaffetilchin Investment Partners
Florida
$1.22M
PTP
77
Platform Technology Partners
New York
$1.17M
SCA
78
Snowden Capital Advisors
New York
$1.11M
SWM
79
Shelton Wealth Management
Texas
$1.08M
SWP
80
Stratos Wealth Partners
Ohio
$1.06M
SA
81
Sovran Advisors
California
$1.04M
GIA
82
Gladstone Institutional Advisory
Florida
$1.03M
WWM
83
Western Wealth Management
Colorado
$1.02M
MFG
84
Magnus Financial Group
New York
$1M
KPWS
85
Kestra Private Wealth Services
Texas
$1M
TPWA
86
Twin Peaks Wealth Advisors
California
$970K
SG
87
StoneX Group
New York
$945K
HAM
88
Hickory Asset Management
Ohio
$943K
UCMOK
89
United Capital Management of KS
Kansas
$929K
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$912K
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$878K
EH
92
Equitable Holdings
New York
$788K
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$784K
CWM
94
Collaborative Wealth Management
Florida
$766K
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$760K
AWA
96
Arkadios Wealth Advisors
Georgia
$736K
MML Investors Services
97
MML Investors Services
Massachusetts
$734K
FTS
98
Fifth Third Securities
Ohio
$704K
KAS
99
Kestra Advisory Services
Texas
$678K
P
100
&Partners
Tennessee
$669K