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First Trust Institutional Preferred Securities and Income ETF

209 hedge funds and large institutions have $1.47B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
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
FIM
76
FWL Investment Management
Texas
$1.38M
SPI
77
Sutton Place Investors
New York
$1.33M
QWM
78
QP Wealth Management
New Jersey
$1.26M
SPC
79
Sigma Planning Corp
Michigan
$1.26M
PTP
80
Platform Technology Partners
New York
$1.25M
RBFC
81
Roman Butler Fullerton & Co
Missouri
$1.22M
PGAM
82
Princeton Global Asset Management
New Jersey
$1.22M
KAS
83
Kestra Advisory Services
Texas
$1.22M
SCA
84
Snowden Capital Advisors
New York
$1.18M
IAN
85
Integrated Advisors Network
Texas
$1.17M
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$1.17M
EWM
87
Empirical Wealth Management
Washington
$1.16M
SWM
88
Shelton Wealth Management
Texas
$1.1M
SOS
89
Silver Oak Securities
Tennessee
$1.05M
KPWS
90
Kestra Private Wealth Services
Texas
$1.04M
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$1.02M
UCMOK
92
United Capital Management of KS
Kansas
$1.01M
RDFA
93
Ritter Daniher Financial Advisory
Ohio
$1.01M
WWM
94
Western Wealth Management
Colorado
$995K
MFG
95
Magnus Financial Group
New York
$987K
PAS
96
Park Avenue Securities
New York
$983K
EWP
97
Elevation Wealth Partners
California
$942K
SG
98
StoneX Group
New York
$927K
TPWA
99
Twin Peaks Wealth Advisors
California
$868K
PFA
100
Plotkin Financial Advisors
Maryland
$865K