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First Trust Institutional Preferred Securities and Income ETF

209 hedge funds and large institutions have $1.47B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
BAMG
126
Brand Asset Management Group
Missouri
$523K
FPGK
127
Financial Partners Group (Kansas)
Kansas
$520K
SA
128
Stonebridge Advisors
Connecticut
$501K
SWP
129
Summit Wealth Partners
Florida
$497K
MSFS
130
Main Street Financial Solutions
Pennsylvania
$490K
BW
131
BXM Wealth
Colorado
$485K
IA
132
IFP Advisors
Florida
$484K
AWM
133
Apollon Wealth Management
South Carolina
$479K
GCA
134
Greenwood Capital Associates
South Carolina
$467K
LFASL
135
Lugano Financial Advisors SA (LFA)
Switzerland
$463K
MW
136
Maia Wealth
Colorado
$457K
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$424K
HI
138
Harbour Investments
Wisconsin
$423K
AWA
139
Arkadios Wealth Advisors
Georgia
$418K
OIA
140
OneDigital Investment Advisors
Kansas
$412K
IC
141
Inscription Capital
Texas
$407K
SWM
142
Spire Wealth Management
Virginia
$388K
MWM
143
Maridea Wealth Management
New York
$380K
WWMSC
144
Wagner Wealth Management (South Carolina)
South Carolina
$364K
US Bancorp
145
US Bancorp
Minnesota
$362K
HIS
146
Harvest Investment Services
Illinois
$350K
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$348K
PFPG
148
Pinnacle Financial Partners (Georgia)
Georgia
$347K
GWP
149
Gateway Wealth Partners
Wisconsin
$338K
V
150
ViaWealth
Kansas
$326K