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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
LWMI
201
Legacy Wealth Management (Idaho)
Idaho
$4.81K +$4.9K +253 New
MAS
202
MPWM Advisory Solutions
Georgia
$4.75K +$4.84K +250 New
ASN
203
Advisory Services Network
Georgia
$1.5K +$1.53K +79 New
RF
204
Rossby Financial
Florida
$991 +$1.01K +52 New
CFD
205
Creative Financial Designs
Indiana
$760
SS
206
SBI Securities
Japan
$190 +$194 +10 New
DFA
207
DHJJ Financial Advisors
Illinois
$104
PWM
208
Peterson Wealth Management
Nevada
$89 +$97 +5 New
OPAM
209
Ocean Park Asset Management
California
-$6.89M -355,500 Closed
SAM
210
Synergy Asset Management
Washington
-$3.44M -177,348 Closed
TFP
211
TrueWealth Financial Partners
Washington
-$2.16M -111,376 Closed
PS
212
Principal Securities
Iowa
-$1.61M -83,245 Closed
SOS
213
Silver Oak Securities
Tennessee
-$1.05M -53,901 Closed
SG
214
StoneX Group
New York
-$927K -47,800 Closed
Citadel Advisors
215
Citadel Advisors
Florida
-$689K -35,520 Closed
SA
216
Stonebridge Advisors
Connecticut
-$501K -25,826 Closed
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
-$424K -21,809 Closed
US Bancorp
218
US Bancorp
Minnesota
-$362K -18,662 Closed
PFPG
219
Pinnacle Financial Partners (Georgia)
Georgia
-$347K -17,899 Closed
AWAG
220
ARS Wealth Advisors Group
Florida
-$238K -12,282 Closed
HH
221
Hilltop Holdings
Texas
-$224K -11,553 Closed
BIG
222
Brookwood Investment Group
Arizona
-$223K -11,498 Closed
AFC
223
AFT Forsyth & Company
Florida
-$212K -10,941 Closed
GPWA
224
Gaddis Premier Wealth Advisors
Oklahoma
-$199K -10,277 Closed
CFB
225
Cullen/Frost Bankers
Texas
-$163K -8,397 Closed