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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
MWM
101
Maridea Wealth Management
New York
$772K +$408K +21,071 +108%
SWP
102
Stratos Wealth Partners
Ohio
$766K +$35.3K +1,821 +5%
FTS
103
Fifth Third Securities
Ohio
$763K +$64.9K +3,348 +9%
AWA
104
Arkadios Wealth Advisors
Georgia
$757K +$354K +18,258 +85%
SA
105
Sanctuary Advisors
Indiana
$745K +$102K +5,253 +15%
SCA
106
Snowden Capital Advisors
New York
$745K -$423K -21,853 -36%
VAS
107
Vestmark Advisory Solutions
Massachusetts
$742K +$18.6K +959 +3%
GWP
108
Gateway Wealth Partners
Wisconsin
$701K +$377K +19,437 +111%
EH
109
Equitable Holdings
New York
$689K -$84.9K -4,383 -11%
IAN
110
Integrated Advisors Network
Texas
$681K -$475K -24,542 -41%
WW
111
Winnow Wealth
Texas
$681K -$107K -5,528 -13%
AGWCA
112
Annis Gardner Whiting Capital Advisors
Florida
$674K +$3.64K +188 +0.5%
IA
113
Integrity Alliance
Iowa
$656K -$738K -38,096 -52%
KA
114
Kovack Advisors
Florida
$648K +$7.61K +393 +1%
EWP
115
Elevation Wealth Partners
California
$633K -$296K -15,257 -31%
AHIA
116
Andrew Hill Investment Advisors
Florida
$619K +$632K +32,600 New
IA
117
IFP Advisors
Florida
$601K +$129K +6,645 +27%
Mariner
118
Mariner
Kansas
$595K -$15.9K -823 -3%
SW
119
SlateStone Wealth
Florida
$570K
FPCG
120
Forum Private Client Group
Indiana
$570K -$678 -35 -0.1%
PL
121
Protective Life
Alabama
$564K +$575K +29,697 New
GCA
122
Greenwood Capital Associates
South Carolina
$562K +$107K +5,500 +23%
FA
123
Flagstar Advisors
New York
$551K -$38.3K -1,979 -6%
BRIA
124
Balanced Rock Investment Advisors
Massachusetts
$550K +$36.1K +1,863 +7%
SF
125
Summit Financial
New Jersey
$541K -$3.47K -179 -0.6%