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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

44 hedge funds and large institutions have $139M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
8
Increased
21
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$27.6M
2
PWM
2
Peterson Wealth Management
Nevada
$7.47M
3
Bank of America
3
Bank of America
North Carolina
$23.2M
4
QWM
4
QP Wealth Management
New Jersey
$3.47M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.4M

Top Sellers

1
IA
1
IFP Advisors
Florida
$0
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$429K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.73M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
FAAS
5
First Allied Advisory Services
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
26
Laurel Wealth Advisors (California)
California
$467K 23,270 +7,500 +48%
Truist Financial
27
Truist Financial
North Carolina
$444K 22,139 +22,139 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$429K 22,180 -25,049 -53%
SG
29
StoneX Group
New York
$417K 20,770 +9,059 +77%
RA
30
RFG Advisory
Alabama
$308K 15,337 +15,337 New
AWM
31
AE Wealth Management
Kansas
$302K 15,037 +4,101 +38%
SS
32
Simplicity Solutions
Minnesota
$290K 14,448 +3,817 +36%
PAG
33
Private Advisor Group
New Jersey
$279K 13,924 -2,790 -17%
EH
34
Equitable Holdings
New York
$279K 13,900 +13,900 New
AG
35
Advisor Group
Arizona
$249K 12,388 -5,568 -31%
GRP
36
Global Retirement Partners
California
$89K 4,426 -138 -3%
Wells Fargo
37
Wells Fargo
California
$73K 3,642 +360 +11%
GFPC
38
Global Financial Private Capital
Florida
$63K 3,130 -224 -7%
TFS
39
TrustCore Financial Services
Tennessee
$55K 2,720 -280 -9%
JCM
40
Jacobi Capital Management
Pennsylvania
$52K 2,579 +32 +1%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$50K 2,500 – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$22K 1,107 -1,482 -57%
BWL
43
Bogart Wealth LLC
Virginia
$10K 500 – –
AIC
44
Ameritas Investment Company
Nebraska
$8K 400 – –
GWM
45
Geneos Wealth Management
Colorado
$7K 354 – –
IA
46
IFP Advisors
Florida
– – -31,674 Closed
FTUS
47
Flow Traders U.S.
New York
– – -17,287 Closed
FAAS
48
First Allied Advisory Services
California
– – -6,346 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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