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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
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
16
Increased
65
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
101
Integrated Advisors Network
Texas
$663K +$221K +11,624 +50%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$654K +$305K +16,039 +87%
AssetMark Inc
103
AssetMark Inc
California
$641K +$43.1K +2,270 +7%
BW
104
BXM Wealth
Colorado
$636K
FPCG
105
Forum Private Client Group
Indiana
$627K -$62.7K -3,300 -9%
SOS
106
Silver Oak Securities
Tennessee
$595K +$475 +25 +0.1%
SW
107
SlateStone Wealth
Florida
$570K
PFA
108
Plotkin Financial Advisors
Maryland
$553K -$22.8K -1,200 -4%
Mariner
109
Mariner
Kansas
$537K +$2.43K +128 +0.5%
FPGK
110
Financial Partners Group (Kansas)
Kansas
$536K +$536K +28,238 New
MW
111
Maia Wealth
Colorado
$524K -$41.4K -2,181 -7%
HGA
112
Hobbs Group Advisors
South Carolina
$516K
SWP
113
Summit Wealth Partners
Florida
$486K
HI
114
Harbour Investments
Wisconsin
$480K -$1.77K -93 -0.4%
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$470K
SWM
116
Spire Wealth Management
Virginia
$464K -$17.4K -915 -4%
LFASL
117
Lugano Financial Advisors SA (LFA)
Switzerland
$454K
BIG
118
Brookwood Investment Group
Arizona
$444K +$444K +23,392 New
AAS
119
Avantax Advisory Services
Texas
$437K -$285K -15,010 -40%
BRIA
120
Balanced Rock Investment Advisors
Massachusetts
$432K +$71K +3,738 +20%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$408K -$63.9K -3,354 -14%
AWS
122
Atria Wealth Solutions
New York
$387K +$25.1K +1,323 +7%
FFS
123
Flavin Financial Services
Florida
$365K -$44.7K -2,356 -11%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$363K +$363K +19,098 New
US Bancorp
125
US Bancorp
Minnesota
$352K -$471K -24,816 -57%