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First Trust Institutional Preferred Securities and Income ETF

185 hedge funds and large institutions have $1.35B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$8.25M
3 -$6.95M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.86M
5
FA
Flagstar Advisors
New York
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$471K
LFASL
127
Lugano Financial Advisors SA (LFA)
Switzerland
$464K
MSFS
128
Main Street Financial Solutions
Pennsylvania
$463K
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$437K
SWM
130
Spire Wealth Management
Virginia
$435K
PFG
131
Pinnacle Financial Group
Illinois
$433K
US Bancorp
132
US Bancorp
Minnesota
$357K
CWM
133
Castle Wealth Management
Florida
$354K
WWM
134
Wagner Wealth Management
South Carolina
$348K
MSCM
135
McElhenny Sheffield Capital Management
Texas
$342K
GWP
136
Gateway Wealth Partners
Wisconsin
$337K
GCA
137
Greenwood Capital Associates
South Carolina
$332K
AI
138
Atria Investments
North Carolina
$323K
V
139
ViaWealth
Kansas
$322K
HIS
140
Harvest Investment Services
Illinois
$316K
AAS
141
Ameritas Advisory Services
Nebraska
$314K
CWA
142
Core Wealth Advisors
Florida
$310K
SWM
143
Steinberganna Wealth Management
New York
$308K
WMA
144
Wealth Management Associates
New Jersey
$300K
CAWM
145
Capital Advisors Wealth Management
Washington
$297K
IC
146
Inscription Capital
Texas
$290K
ACM
147
Advance Capital Management
Michigan
$256K
Deutsche Bank
148
Deutsche Bank
Germany
$255K
AWM
149
Accel Wealth Management
Iowa
$254K
FFS
150
Flavin Financial Services
Florida
$253K