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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

177 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 15 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
15
Increased
65
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82.8M
2
AAS
2
Annex Advisory Services
Wisconsin
$16M
3
CFG
3
Citizens Financial Group
Rhode Island
$18.1M
4
Raymond James Financial
4
Raymond James Financial
Florida
$38.1M
5
PFS
5
Prospera Financial Services
Texas
$5.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$293M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.06M
3
CBB
3
Citizens Business Bank
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.1M
5
Bank of America
5
Bank of America
North Carolina
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$293M 15,444,691 -1,429,707 -8%
UBS Group
2
UBS Group
Switzerland
$164M 8,622,303 +59,411 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$82.8M 4,358,113 +1,023,359 +31%
Bank of America
4
Bank of America
North Carolina
$82.5M 4,344,070 -272,266 -6%
LPL Financial
5
LPL Financial
California
$70.8M 3,727,860 -110,077 -3%
NA
6
NewEdge Advisors
Louisiana
$44.8M 2,361,031 +113,399 +5%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$43.5M 2,292,114 +49,272 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$39.1M 2,057,676 -405,665 -16%
Raymond James Financial
9
Raymond James Financial
Florida
$38.1M 2,006,953 +222,032 +12%
MFG
10
Merit Financial Group
Georgia
$29.6M 1,556,456 +112,753 +8%
Truist Financial
11
Truist Financial
North Carolina
$23M 1,209,178 +96,463 +9%
CFG
12
Citizens Financial Group
Rhode Island
$18.1M 951,002 +376,887 +66%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$16.4M 863,024 +38,683 +5%
AAS
14
Annex Advisory Services
Wisconsin
$16M 840,952 +840,952 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$15.1M 795,921 +38,789 +5%
EL
16
Essex LLC
Illinois
$14.5M 763,618 -42,343 -5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$13.4M 704,006 -60,896 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$13.4M 711,757 +18,338 +3%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$11.8M 620,000 – –
IIA
20
Integral Investment Advisors
California
$11.1M 587,075 +161,461 +38%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$8.06M 424,287 -1,037,318 -71%
KFI
22
Key Financial Inc
Pennsylvania
$7.67M 403,869 -20,596 -5%
Stifel Financial
23
Stifel Financial
Missouri
$7.05M 371,048 +12,816 +4%
ECA
24
Elevated Capital Advisors
Utah
$7M 374,347 – –
GWM
25
Geneos Wealth Management
Colorado
$6.16M 324,397 -82,602 -20%
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