FPEI icon

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
GPWA
176
Gaddis Premier Wealth Advisors
Oklahoma
$199K
PTC
177
Private Trust Company
Ohio
$180K
SIS
178
Sound Income Strategies
Florida
$164K
CFB
179
Cullen/Frost Bankers
Texas
$163K
AW
180
Ankerstar Wealth
Texas
$139K
CF
181
Centaurus Financial
California
$107K
GWS
182
Greykasell Wealth Strategies
California
$88.5K
CIAS
183
Capital Investment Advisory Services
North Carolina
$86.2K
UBS AM
184
UBS AM
Illinois
$83.6K
Deutsche Bank
185
Deutsche Bank
Germany
$74.1K
GRP
186
Global Retirement Partners
California
$69.7K
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$53.7K
PAG
188
Paladin Advisory Group
Iowa
$50.5K
RFS
189
Richardson Financial Services
Massachusetts
$39.8K
FFA
190
Farther Finance Advisors
California
$37K
CT
191
Colonial Trust
South Carolina
$36.8K
AAP
192
Arax Advisory Partners
Colorado
$36.2K
AWM
193
AE Wealth Management
Kansas
$35.6K
WIM
194
Westside Investment Management
California
$29.1K
EWA
195
EverSource Wealth Advisors
Alabama
$29.1K
CPG
196
Cornerstone Planning Group
New Jersey
$23.1K
OP
197
ORG Partners
Indiana
$19.4K
SAM
198
Smartleaf Asset Management
Massachusetts
$17K
AF
199
Allworth Financial
California
$16.5K
GFA
200
Godfrey Financial Associates
New York
$14K