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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
178
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
WWM
126
Wagner Wealth Management
South Carolina
$341K
MSCM
127
McElhenny Sheffield Capital Management
Texas
$336K
AWM
128
Accel Wealth Management
Iowa
$332K
GWP
129
Gateway Wealth Partners
Wisconsin
$331K
V
130
ViaWealth
Kansas
$312K
HH
131
Hilltop Holdings
Texas
$305K
Citadel Advisors
132
Citadel Advisors
Florida
$298K
CAWM
133
Capital Advisors Wealth Management
Washington
$280K
AWAG
134
ARS Wealth Advisors Group
Florida
$270K
MSFS
135
Main Street Financial Solutions
Pennsylvania
$270K
PFG
136
Pinnacle Financial Group
Illinois
$264K
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$253K
MA
138
Mutual Advisors
Nebraska
$253K
MIM
139
Marshall Investment Management
Colorado
$239K
LBC
140
Leigh Baldwin & Co
New York
$238K
AFC
141
AFT Forsyth & Company
Florida
$225K
MFGM
142
Marshall Financial Group (Maryland)
Maryland
$224K
NWM
143
Nova Wealth Management
Florida
$221K
SF
144
Synovus Financial
Georgia
$220K
ACM
145
Advance Capital Management
Michigan
$212K
MF
146
Montis Financial
Massachusetts
$208K
DC
147
Davenport & Co
Virginia
$207K
JCM
148
Jacobi Capital Management
Pennsylvania
$207K
CWM
149
Castle Wealth Management
Florida
$204K
Cerity Partners
150
Cerity Partners
New York
$204K