FPEI icon

First Trust Institutional Preferred Securities and Income ETF

210 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, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
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
BRIA
126
Balanced Rock Investment Advisors
Massachusetts
$525K
BAMG
127
Brand Asset Management Group
Missouri
$523K
FPGK
128
Financial Partners Group (Kansas)
Kansas
$520K
SA
129
Stonebridge Advisors
Connecticut
$501K
SWP
130
Summit Wealth Partners
Florida
$497K
MSFS
131
Main Street Financial Solutions
Pennsylvania
$490K
BW
132
BXM Wealth
Colorado
$485K
IA
133
IFP Advisors
Florida
$484K
AWM
134
Apollon Wealth Management
South Carolina
$479K
GCA
135
Greenwood Capital Associates
South Carolina
$467K
LFASL
136
Lugano Financial Advisors SA (LFA)
Switzerland
$463K
MW
137
Maia Wealth
Colorado
$457K
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$424K
HI
139
Harbour Investments
Wisconsin
$423K
AWA
140
Arkadios Wealth Advisors
Georgia
$418K
OIA
141
OneDigital Investment Advisors
Kansas
$412K
IC
142
Inscription Capital
Texas
$407K
SWM
143
Spire Wealth Management
Virginia
$388K
MWM
144
Maridea Wealth Management
New York
$380K
WWMSC
145
Wagner Wealth Management (South Carolina)
South Carolina
$364K
US Bancorp
146
US Bancorp
Minnesota
$362K
HIS
147
Harvest Investment Services
Illinois
$350K
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$348K
PFPG
149
Pinnacle Financial Partners (Georgia)
Georgia
$347K
GWP
150
Gateway Wealth Partners
Wisconsin
$338K