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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
GSC
176
G&S Capital
Colorado
$194K +$198K +10,204 New
VA
177
Valmark Advisers
Ohio
$192K +$195K +10,085 New
CIAS
178
Capital Investment Advisory Services
North Carolina
$184K +$101K +5,219 +117%
PTC
179
Private Trust Company
Ohio
$177K
SIS
180
Sound Income Strategies
Florida
$128K -$33.1K -1,709 -20%
AW
181
Ankerstar Wealth
Texas
$115K -$22.1K -1,143 -16%
CF
182
Centaurus Financial
California
$105K +$19 +1 +0%
GWS
183
Greykasell Wealth Strategies
California
$86.7K
Wells Fargo
184
Wells Fargo
California
$55.9K +$48.9K +2,525 +604%
PAG
185
Paladin Advisory Group
Iowa
$49.5K
AAP
186
Arax Advisory Partners
Colorado
$47.4K +$12.1K +627 +34%
TAR
187
Trask Adam Roland
$41.2K +$42K +2,170 New
CT
188
Colonial Trust
South Carolina
$36.1K
AWM
189
AE Wealth Management
Kansas
$35.7K +$833 +43 +2%
EWA
190
EverSource Wealth Advisors
Alabama
$28.5K
WIM
191
Westside Investment Management
California
$28.5K
SAM
192
Smartleaf Asset Management
Massachusetts
$27K +$10.8K +559 +64%
GSEP
193
Golden State Equity Partners
California
$20.9K +$21.3K +1,100 New
FFA
194
Farther Finance Advisors
California
$20.3K -$16.3K -840 -44%
GFA
195
Godfrey Financial Associates
New York
$13.8K
NWM
196
Nova Wealth Management
Florida
$11.4K
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.6K +$10.8K +559 New
TCM
198
Triumph Capital Management
Colorado
$9.5K
PPC
199
Park Place Capital
Alabama
$5.68K +$5.79K +299 New
MBFW
200
Morton Brown Family Wealth
Pennsylvania
$5.42K