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First Trust Institutional Preferred Securities and Income ETF

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
MML Investors Services
101
MML Investors Services
Massachusetts
$672K
VAS
102
Vestmark Advisory Solutions
Massachusetts
$670K
FTS
103
Fifth Third Securities
Ohio
$667K
WW
104
Winnow Wealth
Texas
$652K
BW
105
BXM Wealth
Colorado
$626K
VCM
106
Virtue Capital Management
Tennessee
$626K
IC
107
Inscription Capital
Texas
$600K
AssetMark Inc
108
AssetMark Inc
California
$588K
SOS
109
Silver Oak Securities
Tennessee
$585K
PFA
110
Plotkin Financial Advisors
Maryland
$567K
SW
111
SlateStone Wealth
Florida
$561K
MW
112
Maia Wealth
Colorado
$540K
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$535K
Mariner
114
Mariner
Kansas
$526K
SF
115
Synovus Financial
Georgia
$523K
HGA
116
Hobbs Group Advisors
South Carolina
$508K
SWP
117
Summit Wealth Partners
Florida
$479K
SWM
118
Spire Wealth Management
Virginia
$474K
HI
119
Harbour Investments
Wisconsin
$474K
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$463K
AIFAIM
121
American Institute for Advanced Investment Management
Arizona
$463K
LFASL
122
Lugano Financial Advisors SA (LFA)
Switzerland
$449K
IAN
123
Integrated Advisors Network
Texas
$436K
FFS
124
Flavin Financial Services
Florida
$403K
HH
125
Hilltop Holdings
Texas
$400K