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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
Morgan Stanley
1
Morgan Stanley
New York
$379M +$27M +1,392,965 +8%
UBS Group
2
UBS Group
Switzerland
$186M +$15.4M +794,651 +9%
Bank of America
3
Bank of America
North Carolina
$114M +$26.4M +1,364,824 +29%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$102M +$6.81M +351,265 +7%
LPL Financial
5
LPL Financial
California
$81.4M -$1.39M -71,690 -2%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$46.1M +$858K +44,306 +2%
NA
7
NewEdge Advisors
Louisiana
$41.6M -$6.41M -330,804 -13%
Raymond James Financial
8
Raymond James Financial
Florida
$39.5M +$4.63M +238,747 +13%
MF
9
Montis Financial
Massachusetts
$34.5M +$1.58M +81,387 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$30.2M -$6.19M -319,320 -17%
Truist Financial
11
Truist Financial
North Carolina
$27.9M +$2.13M +109,888 +8%
Jane Street
12
Jane Street
New York
$27.1M +$27.7M +1,428,742 New
FMLI
13
Fukoku Mutual Life Insurance
Japan
$23.9M
LEA
14
Legacy Edge Advisors
New York
$23.1M +$1.76M +91,086 +8%
AAS
15
Annex Advisory Services
Wisconsin
$19.5M +$1.03M +53,239 +5%
CFG
16
Citizens Financial Group
Rhode Island
$18.9M +$533K +27,511 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.4M +$943K +48,648 +7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.8M -$1.13M -58,221 -8%
EL
19
Essex LLC
Illinois
$12.3M +$69.2K +3,573 +0.6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$12M +$278K +14,336 +2%
IIA
21
Integral Investment Advisors
California
$11.7M +$237K +12,226 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$9.95M +$2.66M +137,522 +36%
MFG
23
Merit Financial Group
Georgia
$9.38M -$26.3M -1,359,134 -73%
GWM
24
Geneos Wealth Management
Colorado
$9.27M +$2.87M +148,284 +44%
AWC
25
Adamsbrown Wealth Consultants
Kansas
$8.65M +$191K +9,843 +2%