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First Trust Institutional Preferred Securities and Income ETF

186 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 27 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
AWM
126
Apollon Wealth Management
South Carolina
$472K
HI
127
Harbour Investments
Wisconsin
$471K
LFASL
128
Lugano Financial Advisors SA (LFA)
Switzerland
$464K
MSFS
129
Main Street Financial Solutions
Pennsylvania
$463K
IA
130
IFP Advisors
Florida
$447K
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$437K
SWM
132
Spire Wealth Management
Virginia
$435K
PFG
133
Pinnacle Financial Group
Illinois
$433K
US Bancorp
134
US Bancorp
Minnesota
$357K
CWM
135
Castle Wealth Management
Florida
$354K
WWM
136
Wagner Wealth Management
South Carolina
$348K
MSCM
137
McElhenny Sheffield Capital Management
Texas
$342K
GWP
138
Gateway Wealth Partners
Wisconsin
$337K
GCA
139
Greenwood Capital Associates
South Carolina
$332K
AI
140
Atria Investments
North Carolina
$323K
V
141
ViaWealth
Kansas
$322K
HIS
142
Harvest Investment Services
Illinois
$316K
AAS
143
Ameritas Advisory Services
Nebraska
$314K
CWA
144
Core Wealth Advisors
Florida
$310K
SWM
145
Steinberganna Wealth Management
New York
$308K
WMA
146
Wealth Management Associates
New Jersey
$300K
CAWM
147
Capital Advisors Wealth Management
Washington
$297K
IC
148
Inscription Capital
Texas
$290K
ACM
149
Advance Capital Management
Michigan
$256K
Deutsche Bank
150
Deutsche Bank
Germany
$255K