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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
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
16
Increased
65
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
76
Jaffetilchin Investment Partners
Florida
$1.22M -$199K -10,505 -14%
PTP
77
Platform Technology Partners
New York
$1.17M -$159K -8,376 -12%
SCA
78
Snowden Capital Advisors
New York
$1.11M +$100K +5,278 +10%
SWM
79
Shelton Wealth Management
Texas
$1.08M -$2.07M -109,054 -66%
SWP
80
Stratos Wealth Partners
Ohio
$1.06M -$56.7K -2,987 -5%
SA
81
Sovran Advisors
California
$1.04M -$22.1K -1,160 -2%
GIA
82
Gladstone Institutional Advisory
Florida
$1.03M -$15.5K -814 -1%
WWM
83
Western Wealth Management
Colorado
$1.02M -$689K -36,285 -40%
MFG
84
Magnus Financial Group
New York
$1M -$8.13K -428 -0.8%
KPWS
85
Kestra Private Wealth Services
Texas
$1M +$147K +7,742 +17%
TPWA
86
Twin Peaks Wealth Advisors
California
$970K -$18K -939 -2%
SG
87
StoneX Group
New York
$945K -$20.5K -1,079 -2%
HAM
88
Hickory Asset Management
Ohio
$943K +$12.9K +680 +1%
UCMOK
89
United Capital Management of KS
Kansas
$929K -$278K -14,614 -23%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$912K +$91.5K +4,817 +11%
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$878K -$617K -32,517 -41%
EH
92
Equitable Holdings
New York
$788K -$28.4K -1,496 -3%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$784K -$38.9K -2,046 -5%
CWM
94
Collaborative Wealth Management
Florida
$766K +$766K +40,326 New
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$760K -$27.3K -1,440 -3%
AWA
96
Arkadios Wealth Advisors
Georgia
$736K +$18.1K +953 +3%
MML Investors Services
97
MML Investors Services
Massachusetts
$734K +$50.8K +2,676 +7%
FTS
98
Fifth Third Securities
Ohio
$704K +$27.1K +1,428 +4%
KAS
99
Kestra Advisory Services
Texas
$678K -$79.2K -4,172 -10%
P
100
&Partners
Tennessee
$669K -$822K -43,271 -55%