FPEI icon

First Trust Institutional Preferred Securities and Income ETF

179 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 16 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
179
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
SA
151
Sanctuary Advisors
Indiana
$203K
KWA
152
Kingswood Wealth Advisors
California
$203K
GCA
153
Greenwood Capital Associates
South Carolina
$202K
IWC
154
Integrated Wealth Concepts
Massachusetts
$195K
IA
155
IFP Advisors
Florida
$194K
PTC
156
Private Trust Company
Ohio
$176K
DF
157
Dunhill Financial
United Kingdom
$105K
ZBNA
158
Zions Bancorporation, National Association
Utah
$95K
AAS
159
Ameritas Advisory Services
Nebraska
$76.8K
FFA
160
Farther Finance Advisors
California
$64.8K
GRP
161
Global Retirement Partners
California
$60.1K
PAG
162
Paladin Advisory Group
Iowa
$49.5K
Wells Fargo
163
Wells Fargo
California
$48.2K
GM
164
GeoWealth Management
Illinois
$40.7K
AAP
165
Arax Advisory Partners
Colorado
$35.4K
BIG
166
Brooklyn Investment Group
New York
$34.8K
SIS
167
Sound Income Strategies
Florida
$32.5K
WIM
168
Westside Investment Management
California
$28.5K
AWM
169
AE Wealth Management
Kansas
$20.9K
OP
170
ORG Partners
Indiana
$19K
RFS
171
Richardson Financial Services
Massachusetts
$14.9K
EC
172
Elequin Capital
New York
$11.8K
TFA
173
Toth Financial Advisory
Virginia
$11.1K
Deutsche Bank
174
Deutsche Bank
Germany
$7.73K
VNA
175
Valley National Advisers
Pennsylvania
$7K