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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
IAN
101
Integrated Advisors Network
Texas
$663K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$654K
AssetMark Inc
103
AssetMark Inc
California
$641K
BW
104
BXM Wealth
Colorado
$636K
FPCG
105
Forum Private Client Group
Indiana
$627K
SOS
106
Silver Oak Securities
Tennessee
$595K
SW
107
SlateStone Wealth
Florida
$570K
PFA
108
Plotkin Financial Advisors
Maryland
$553K
Mariner
109
Mariner
Kansas
$537K
FPGK
110
Financial Partners Group (Kansas)
Kansas
$536K
MW
111
Maia Wealth
Colorado
$524K
HGA
112
Hobbs Group Advisors
South Carolina
$516K
SWP
113
Summit Wealth Partners
Florida
$486K
HI
114
Harbour Investments
Wisconsin
$480K
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$470K
SWM
116
Spire Wealth Management
Virginia
$464K
LFASL
117
Lugano Financial Advisors SA (LFA)
Switzerland
$454K
BIG
118
Brookwood Investment Group
Arizona
$444K
AAS
119
Avantax Advisory Services
Texas
$437K
BRIA
120
Balanced Rock Investment Advisors
Massachusetts
$432K
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$408K
AWS
122
Atria Wealth Solutions
New York
$387K
FFS
123
Flavin Financial Services
Florida
$365K
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$363K
US Bancorp
125
US Bancorp
Minnesota
$352K