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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 %
KWM
26
Kingsview Wealth Management
Oregon
$5.71M 300,449 +25,519 +9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.49M 289,017 -24,088 -8%
CCMG
28
Clark Capital Management Group
Pennsylvania
$5.08M 267,359 -184,545 -41%
VIM
29
Vista Investment Management
Pennsylvania
$5.05M 265,973 +9,203 +4%
PFS
30
Prospera Financial Services
Texas
$5.02M 264,187 +213,327 +419%
First Trust Advisors
31
First Trust Advisors
Illinois
$4.98M 262,064 +19,155 +8%
SAM
32
Synergy Asset Management
Washington
$3.84M 202,340 +202,340 New
FA
33
Flagstar Advisors
New York
$3.8M 200,050 -157,463 -44%
EWP
34
Elevation Wealth Partners
California
$3.65M 192,208 +7,313 +4%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.58M 188,336 +23,337 +14%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.47M 182,918 +628 +0.3%
VWA
37
Visionary Wealth Advisors
Illinois
$3.34M 176,044 +102,315 +139%
PAG
38
Private Advisor Group
New Jersey
$3.28M 172,601 +11,305 +7%
RA
39
RFG Advisory
Alabama
$3.02M 158,831 +9,628 +6%
WF
40
Wayfinding Financial
Washington
$3.01M 157,472 -47,857 -23%
JWCA
41
J.W. Cole Advisors
Florida
$2.88M 151,555 +105,876 +232%
WS
42
Wedbush Securities
California
$2.83M 148,917 -120 -0.1%
VFG
43
Victory Financial Group
Texas
$2.8M 147,563 +475 +0.3%
WF
44
Welch & Forbes
Massachusetts
$2.79M 146,708 – –
HighTower Advisors
45
HighTower Advisors
Illinois
$2.63M 138,271 +2,849 +2%
1W
46
1776 Wealth
Georgia
$2.51M 132,378 -19,570 -13%
PS
47
Principal Securities
Iowa
$2.42M 127,429 -9,828 -7%
MMA
48
Miracle Mile Advisors
California
$2.39M 125,602 -2,585 -2%
ML
49
McAdam LLC
Pennsylvania
$2.38M 125,133 +28,171 +29%
BFG
50
Beacon Financial Group
Texas
$2.34M 123,016 -7,500 -6%
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