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First Trust Institutional Preferred Securities and Income ETF

208 hedge funds and large institutions have $1.52B invested in First Trust Institutional Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

3% more capital invested

Capital invested by funds: $1.47B → $1.52B (+$48.7M)

1% less funds holding

Funds holding: 211208 (-3)

1.55% less ownership

Funds ownership: 80.77%79.22% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
88
Reduced
65
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$1.19M +$1.21M +62,537 New
PGAM
77
Princeton Global Asset Management
New Jersey
$1.13M -$72.1K -3,723 -6%
TNBTD
78
Trustmark National Bank Trust Department
Mississippi
$1.12M -$25.2K -1,300 -2%
HI
79
Harbour Investments
Wisconsin
$1.05M +$648K +33,423 +153%
RDFA
80
Ritter Daniher Financial Advisory
Ohio
$1.04M +$48K +2,479 +5%
EWM
81
Empirical Wealth Management
Washington
$1.03M -$103K -5,309 -9%
KPWS
82
Kestra Private Wealth Services
Texas
$1.03M +$14K +722 +1%
SA
83
Sovran Advisors
California
$1.03M +$325K +16,781 +45%
RA
84
RFG Advisory
Alabama
$1.02M +$419K +21,620 +67%
UCMOK
85
United Capital Management of KS
Kansas
$1.01M +$21.3K +1,097 +2%
P
86
&Partners
Tennessee
$987K +$445K +22,987 +79%
QWM
87
QP Wealth Management
New Jersey
$984K -$259K -13,372 -21%
WWM
88
Western Wealth Management
Colorado
$980K +$4.96K +256 +0.5%
BFA
89
Beacon Financial Advisory
Ohio
$970K -$705K -36,407 -42%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$963K +$303K +15,658 +45%
SWM
91
Shelton Wealth Management
Texas
$953K -$123K -6,329 -11%
MMA
92
Miracle Mile Advisors
California
$934K -$784K -40,454 -45%
MFG
93
Magnus Financial Group
New York
$918K -$50.2K -2,592 -5%
PFA
94
Plotkin Financial Advisors
Maryland
$916K +$70.4K +3,635 +8%
KAS
95
Kestra Advisory Services
Texas
$860K -$338K -17,448 -28%
TPWA
96
Twin Peaks Wealth Advisors
California
$840K -$6.68K -345 -0.8%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$831K +$34.6K +1,787 +4%
BEI
98
Benjamin Edwards Inc
Missouri
$826K +$842K +43,470 New
AssetMark Inc
99
AssetMark Inc
California
$822K +$105K +5,397 +14%
PFG
100
Pinnacle Financial Group
Illinois
$797K +$141K +7,256 +21%