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First Trust Institutional Preferred Securities and Income ETF

208 hedge funds and large institutions have $1.52B invested in First Trust Institutional Preferred Securities and Income ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

3% more capital invested

Capital invested by funds: $1.47B → $1.52B (+$48.7M)

1% less funds holding

Funds holding: 211208 (-3)

1.55% less ownership

Funds ownership: 80.77%79.22% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
88
Reduced
65
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
126
Lugano Financial Advisors SA (LFA)
Switzerland
$537K +$85.2K +4,400 +18%
AIFAIM
127
American Institute for Advanced Investment Management
Arizona
$520K
BAMG
128
Brand Asset Management Group
Missouri
$512K
FPGK
129
Financial Partners Group (Kansas)
Kansas
$508K
CWAF
130
Core Wealth Advisors (Florida)
Florida
$490K +$188K +9,696 +60%
CWM
131
Collaborative Wealth Management
Florida
$488K -$2.71M -139,711 -84%
SWP
132
Summit Wealth Partners
Florida
$487K
BW
133
BXM Wealth
Colorado
$475K
AWM
134
Apollon Wealth Management
South Carolina
$466K -$3.97K -205 -0.8%
MW
135
Maia Wealth
Colorado
$449K +$4.26K +220 +0.9%
IWC
136
Integrated Wealth Concepts
Massachusetts
$439K +$448K +23,098 New
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$400K -$607K -31,331 -60%
IWN
138
Independent Wealth Network
Iowa
$386K +$394K +20,330 New
OIA
139
OneDigital Investment Advisors
Kansas
$380K -$23.9K -1,231 -6%
CAWM
140
Capital Advisors Wealth Management
Washington
$376K +$72K +3,714 +23%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$374K +$34.1K +1,758 +10%
NS
142
NBC Securities
Alabama
$369K -$1.27M -65,689 -77%
MML Investors Services
143
MML Investors Services
Massachusetts
$361K -$475K -24,525 -56%
WWMSC
144
Wagner Wealth Management (South Carolina)
South Carolina
$357K +$814 +42 +0.2%
SWM
145
Spire Wealth Management
Virginia
$350K -$31.2K -1,609 -8%
AI
146
Atria Investments
North Carolina
$342K +$23.7K +1,224 +7%
HIS
147
Harvest Investment Services
Illinois
$342K -$1.16K -60 -0.3%
WMA
148
Wealth Management Associates
New Jersey
$330K +$15.5K +802 +5%
V
149
ViaWealth
Kansas
$317K -$2.87K -148 -0.9%
Ameriprise
150
Ameriprise
Minnesota
$315K +$57.5K +2,967 +22%