We are live on ! Find out more
FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

28 hedge funds and large institutions have $74.5M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $70.8M → $74.5M (+$3.65M)

5.95% less ownership

Funds ownership: 47.63% → 41.68% (-5.9%)

20% less funds holding

Funds holding: 35 → 28 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
28
Holders Change
-7
Holders Change %
-20%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.96M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.25M
3
Morgan Stanley
Morgan Stanley
New York
+$838K
4
HighTower Advisors
HighTower Advisors
Illinois
+$754K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$637K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.09M
2
BCM
Bluefin Capital Management
New York
-$1.8M
3
FAAS
First Allied Advisory Services
California
-$1.43M
4
SEIA
Signature Estate & Investment Advisors
California
-$1.12M
5
CA
Cetera Advisors
Colorado
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$50K +$268 +14 +0.5%
BWL
27
Bogart Wealth LLC
Virginia
$19K -$9.58K -500 -33%
GWM
28
Geneos Wealth Management
Colorado
$6K – – –
BRWM
29
B. Riley Wealth Management
Tennessee
$790 +$1.53K +80 +0.2%
BCM
30
Bluefin Capital Management
New York
– -$1.8M -94,551 Closed
CA
31
Cetera Advisors
Colorado
– -$415K -21,804 Closed
SG
32
StoneX Group
New York
– -$327K -17,178 Closed
BAM
33
Belpointe Asset Management
Nevada
– -$138K -7,231 Closed
WCM
34
WealthBridge Capital Management
Ohio
– -$90K -4,700 Closed
APC
35
Aspire Private Capital
North Carolina
– -$15K -786 Closed
DBT
36
Dubuque Bank & Trust
Iowa
– -$10K -550 Closed
Wells Fargo
37
Wells Fargo
California
– -$19 -1 Closed
1
2