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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 %
MSCM
126
McElhenny Sheffield Capital Management
Texas
$336K 17,693
AWM
127
Accel Wealth Management
Iowa
$332K 17,487 -2,750 -14%
GWP
128
Gateway Wealth Partners
Wisconsin
$331K 17,454 +17,454 New
V
129
ViaWealth
Kansas
$312K 16,434 +1,230 +8%
HH
130
Hilltop Holdings
Texas
$305K 16,079 -5,309 -25%
Citadel Advisors
131
Citadel Advisors
Florida
$298K 15,706 +15,706 New
CAWM
132
Capital Advisors Wealth Management
Washington
$280K 14,760 +3,196 +28%
AWAG
133
ARS Wealth Advisors Group
Florida
$270K 14,240 -100 -0.7%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$270K 14,207 -3,404 -19%
PFG
135
Pinnacle Financial Group
Illinois
$264K 13,891 +3,489 +34%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$253K 13,325 -250 -2%
MA
137
Mutual Advisors
Nebraska
$253K 13,322 -1,950 -13%
MIM
138
Marshall Investment Management
Colorado
$239K 12,570 -144,953 -92%
LBC
139
Leigh Baldwin & Co
New York
$238K 12,545 +500 +4%
AFC
140
AFT Forsyth & Company
Florida
$225K 11,843 -417 -3%
MFGM
141
Marshall Financial Group (Maryland)
Maryland
$224K 11,775
NWM
142
Nova Wealth Management
Florida
$221K 11,658 -3,912 -25%
SF
143
Synovus Financial
Georgia
$220K 11,578 -16,403 -59%
ACM
144
Advance Capital Management
Michigan
$212K 11,155 +159 +1%
MF
145
Montis Financial
Massachusetts
$208K 10,973 +10,973 New
DC
146
Davenport & Co
Virginia
$207K 10,914 -57 -0.5%
JCM
147
Jacobi Capital Management
Pennsylvania
$207K 10,894 +81 +0.7%
CWM
148
Castle Wealth Management
Florida
$204K 10,755
Cerity Partners
149
Cerity Partners
New York
$204K 10,720 +153 +1%
KWA
150
Kingswood Wealth Advisors
California
$203K 10,700 +10,700 New