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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
HGA
151
Hobbs Group Advisors
South Carolina
$313K +$5.75K +297 +2%
SWM
152
Steinberganna Wealth Management
New York
$312K +$4.4K +227 +1%
AAS
153
Ameritas Advisory Services
Nebraska
$300K -$9.34K -482 -3%
CA
154
Calton & Associates
Florida
$293K +$291 +15 +0.1%
OC
155
Oppenheimer & Co
New York
$283K +$289K +14,920 New
UBS AM
156
UBS AM
Illinois
$283K +$205K +10,577 +245%
PAS
157
Park Avenue Securities
New York
$263K -$714K -36,859 -73%
ACM
158
Advance Capital Management
Michigan
$259K +$3.66K +189 +1%
DADC
159
D.A. Davidson & Co
Montana
$247K +$252K +13,006 New
LBC
160
Leigh Baldwin & Co
New York
$242K
AWM
161
Accel Wealth Management
Iowa
$236K -$3K -155 -1%
IC
162
Inscription Capital
Texas
$234K -$168K -8,684 -41%
CWM
163
Castle Wealth Management
Florida
$232K -$23.8K -1,229 -9%
MFGM
164
Marshall Financial Group (Maryland)
Maryland
$224K
MA
165
Mutual Advisors
Nebraska
$223K -$14.5K -746 -6%
IAIM
166
International Assets Investment Management
Florida
$213K
CCMG
167
Clark Capital Management Group
Pennsylvania
$209K -$2.53M -130,748 -92%
AQR Capital Management
168
AQR Capital Management
Connecticut
$208K
Cerity Partners
169
Cerity Partners
New York
$208K
WAS
170
Westco Advisory Services
New York
$205K +$209K +10,796 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$205K +$209K +10,776 New
MOS
172
MGO One Seven
Ohio
$204K +$208K +10,755 New
IFG
173
Independent Financial Group
California
$199K +$203K +10,467 New
CWM
174
Concentrum Wealth Management
California
$196K
JCM
175
Jacobi Capital Management
Pennsylvania
$194K -$6.2K -320 -3%