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First Trust Institutional Preferred Securities and Income ETF

185 hedge funds and large institutions have $1.35B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$8.25M
3 -$6.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.86M
5
FA
Flagstar Advisors
New York
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$777K
MML Investors Services
102
MML Investors Services
Massachusetts
$727K
PFA
103
Plotkin Financial Advisors
Maryland
$723K
VAS
104
Vestmark Advisory Solutions
Massachusetts
$695K
AssetMark Inc
105
AssetMark Inc
California
$689K
RA
106
RFG Advisory
Alabama
$685K
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$677K
SF
108
Summit Financial
New Jersey
$676K
BW
109
BXM Wealth
Colorado
$648K
FPCG
110
Forum Private Client Group
Indiana
$644K
HGA
111
Hobbs Group Advisors
South Carolina
$630K
Mariner
112
Mariner
Kansas
$602K
SWP
113
Stratos Wealth Partners
Ohio
$601K
SW
114
SlateStone Wealth
Florida
$580K
TGAM
115
TBH Global Asset Management
Tennessee
$571K
P
116
&Partners
Tennessee
$561K
Citadel Advisors
117
Citadel Advisors
Florida
$560K
FPGK
118
Financial Partners Group (Kansas)
Kansas
$547K
AWA
119
Arkadios Wealth Advisors
Georgia
$540K
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$534K
BAMG
121
Brand Asset Management Group
Missouri
$521K
BRIA
122
Balanced Rock Investment Advisors
Massachusetts
$502K
SWP
123
Summit Wealth Partners
Florida
$495K
MW
124
Maia Wealth
Colorado
$493K
AWM
125
Apollon Wealth Management
South Carolina
$472K