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First Trust Institutional Preferred Securities and Income ETF

178 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, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
16
Increased
65
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Allworth Financial
California
$855 -$5.89K -310 -87%
DFA
177
DHJJ Financial Advisors
Illinois
$104
CAM
178
Creekmur Asset Management
Illinois
$11
CBB
179
Citizens Business Bank
California
-$17.5M -937,794 Closed
SIM
180
Synergy Investment Management
Florida
-$2.49M -133,281 Closed
WW
181
Winnow Wealth
Texas
-$652K -34,892 Closed
VCM
182
Virtue Capital Management
Tennessee
-$626K -33,476 Closed
IC
183
Inscription Capital
Texas
-$600K -32,925 Closed
FT
184
Fiduciary Trust
Massachusetts
-$298K -15,942 Closed
CIA
185
Concurrent Investment Advisors
Florida
-$282K -15,073 Closed
MOS
186
MGO One Seven
Ohio
-$243K -12,969 Closed
WP
187
WealthShield Partners
North Carolina
-$217K -11,595 Closed
GIP
188
Greatmark Investment Partners
Georgia
-$215K -11,500 Closed
CA
189
Continuum Advisory
Idaho
-$68.2K -3,648 Closed
OSAM
190
O'Shaughnessy Asset Management
Connecticut
-$34.3K -1,835 Closed
RCM
191
Raleigh Capital Management
North Carolina
-$28.5K -1,526 Closed
NFSG
192
Newbridge Financial Services Group
Florida
-$14K -750 Closed
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
-$561 -30 Closed
NMG
194
New Millennium Group
Utah
-$131 -7 Closed