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First Trust Institutional Preferred Securities and Income ETF

210 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, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
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
V
151
ViaWealth
Kansas
$326K
AI
152
Atria Investments
North Carolina
$326K
WMA
153
Wealth Management Associates
New Jersey
$321K
AAS
154
Ameritas Advisory Services
Nebraska
$315K
SWM
155
Steinberganna Wealth Management
New York
$314K
HGA
156
Hobbs Group Advisors
South Carolina
$314K
CWAF
157
Core Wealth Advisors (Florida)
Florida
$312K
CAWM
158
Capital Advisors Wealth Management
Washington
$312K
CA
159
Calton & Associates
Florida
$299K
Ameriprise
160
Ameriprise
Minnesota
$264K
ACM
161
Advance Capital Management
Michigan
$260K
CWM
162
Castle Wealth Management
Florida
$260K
LBC
163
Leigh Baldwin & Co
New York
$247K
AWM
164
Accel Wealth Management
Iowa
$244K
MA
165
Mutual Advisors
Nebraska
$242K
AWAG
166
ARS Wealth Advisors Group
Florida
$238K
MFGM
167
Marshall Financial Group (Maryland)
Maryland
$228K
HH
168
Hilltop Holdings
Texas
$224K
BIG
169
Brookwood Investment Group
Arizona
$223K
IAIM
170
International Assets Investment Management
Florida
$216K
Cerity Partners
171
Cerity Partners
New York
$213K
AQR Capital Management
172
AQR Capital Management
Connecticut
$213K
AFC
173
AFT Forsyth & Company
Florida
$212K
JCM
174
Jacobi Capital Management
Pennsylvania
$205K
CWM
175
Concentrum Wealth Management
California
$200K