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First Trust Institutional Preferred Securities and Income ETF

209 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, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
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
AI
151
Atria Investments
North Carolina
$326K
WMA
152
Wealth Management Associates
New Jersey
$321K
AAS
153
Ameritas Advisory Services
Nebraska
$315K
SWM
154
Steinberganna Wealth Management
New York
$314K
HGA
155
Hobbs Group Advisors
South Carolina
$314K
CWAF
156
Core Wealth Advisors (Florida)
Florida
$312K
CAWM
157
Capital Advisors Wealth Management
Washington
$312K
CA
158
Calton & Associates
Florida
$299K
Ameriprise
159
Ameriprise
Minnesota
$264K
ACM
160
Advance Capital Management
Michigan
$260K
CWM
161
Castle Wealth Management
Florida
$260K
LBC
162
Leigh Baldwin & Co
New York
$247K
AWM
163
Accel Wealth Management
Iowa
$244K
MA
164
Mutual Advisors
Nebraska
$242K
AWAG
165
ARS Wealth Advisors Group
Florida
$238K
MFGM
166
Marshall Financial Group (Maryland)
Maryland
$228K
HH
167
Hilltop Holdings
Texas
$224K
BIG
168
Brookwood Investment Group
Arizona
$223K
IAIM
169
International Assets Investment Management
Florida
$216K
Cerity Partners
170
Cerity Partners
New York
$213K
AQR Capital Management
171
AQR Capital Management
Connecticut
$213K
AFC
172
AFT Forsyth & Company
Florida
$212K
JCM
173
Jacobi Capital Management
Pennsylvania
$205K
CWM
174
Concentrum Wealth Management
California
$200K
GPWA
175
Gaddis Premier Wealth Advisors
Oklahoma
$199K