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First Trust Institutional Preferred Securities and Income ETF

177 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 15 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
15
Increased
65
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAN
101
Integrated Advisors Network
Texas
$663K 34,922 +11,624 +50%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$654K 34,432 +16,039 +87%
AssetMark Inc
103
AssetMark Inc
California
$641K 33,739 +2,270 +7%
BW
104
BXM Wealth
Colorado
$636K 33,500
FPCG
105
Forum Private Client Group
Indiana
$627K 33,011 -3,300 -9%
SOS
106
Silver Oak Securities
Tennessee
$595K 31,358 +25 +0.1%
SW
107
SlateStone Wealth
Florida
$570K 30,000
PFA
108
Plotkin Financial Advisors
Maryland
$553K 29,133 -1,200 -4%
Mariner
109
Mariner
Kansas
$537K 28,272 +128 +0.5%
FPGK
110
Financial Partners Group (Kansas)
Kansas
$536K 28,238 +28,238 New
MW
111
Maia Wealth
Colorado
$524K 27,617 -2,181 -7%
HGA
112
Hobbs Group Advisors
South Carolina
$516K 27,148
SWP
113
Summit Wealth Partners
Florida
$486K 25,614
HI
114
Harbour Investments
Wisconsin
$480K 25,265 -93 -0.4%
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$470K 24,750
SWM
116
Spire Wealth Management
Virginia
$464K 24,448 -915 -4%
LFASL
117
Lugano Financial Advisors SA (LFA)
Switzerland
$454K 24,000
BIG
118
Brookwood Investment Group
Arizona
$444K 23,392 +23,392 New
AAS
119
Avantax Advisory Services
Texas
$437K 22,989 -15,010 -40%
BRIA
120
Balanced Rock Investment Advisors
Massachusetts
$432K 22,755 +3,738 +20%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$408K 21,424 -3,354 -14%
AWS
122
Atria Wealth Solutions
New York
$387K 20,405 +1,323 +7%
FFS
123
Flavin Financial Services
Florida
$365K 19,207 -2,356 -11%
US Bancorp
124
US Bancorp
Minnesota
$352K 18,548 -24,816 -57%
WWM
125
Wagner Wealth Management
South Carolina
$341K 17,978 +41 +0.2%