FPEI icon

First Trust Institutional Preferred Securities and Income ETF

177 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 15 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
15
Increased
65
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWA
151
Kingswood Wealth Advisors
California
$203K 10,700 +10,700 New
GCA
152
Greenwood Capital Associates
South Carolina
$202K 10,626 +10,626 New
IWC
153
Integrated Wealth Concepts
Massachusetts
$195K 10,273 -2,477 -19%
IA
154
IFP Advisors
Florida
$194K 10,202 -3,140 -24%
PTC
155
Private Trust Company
Ohio
$176K 9,293
DF
156
Dunhill Financial
United Kingdom
$105K 5,520
ZBNA
157
Zions Bancorporation, National Association
Utah
$95K 5,000
AAS
158
Ameritas Advisory Services
Nebraska
$76.8K 4,046 -11,955 -75%
FFA
159
Farther Finance Advisors
California
$64.8K 3,410
GRP
160
Global Retirement Partners
California
$60.1K 3,163 +3,163 New
PAG
161
Paladin Advisory Group
Iowa
$49.5K 2,607 -1,425 -35%
Wells Fargo
162
Wells Fargo
California
$48.2K 2,536 -6,217 -71%
GM
163
GeoWealth Management
Illinois
$40.7K 2,141 -12 -0.6%
AAP
164
Arax Advisory Partners
Colorado
$35.4K 1,866 +1,866 New
BIG
165
Brooklyn Investment Group
New York
$34.8K 1,830 +1,830 New
SIS
166
Sound Income Strategies
Florida
$32.5K 1,711
WIM
167
Westside Investment Management
California
$28.5K 1,500
AWM
168
AE Wealth Management
Kansas
$20.9K 1,103 -786 -42%
OP
169
ORG Partners
Indiana
$19K 1,000
RFS
170
Richardson Financial Services
Massachusetts
$14.9K 784 -492 -39%
EC
171
Elequin Capital
New York
$11.8K 622 +622 New
TFA
172
Toth Financial Advisory
Virginia
$11.1K 583 +9 +2%
Deutsche Bank
173
Deutsche Bank
Germany
$7.73K 407 +407 New
VNA
174
Valley National Advisers
Pennsylvania
$7K 384
CIAS
175
Capital Investment Advisory Services
North Carolina
$5.7K 300