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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

54 hedge funds and large institutions have $143M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
21
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.7M
2
WF
2
Welch & Forbes
Massachusetts
$4.4M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$2.38M
4
Bank of America
4
Bank of America
North Carolina
$25.7M
5
IA
5
Insight Advisors
Pennsylvania
$1.3M

Top Sellers

1
SEIA
1
Signature Estate & Investment Advisors
California
$390K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$931K 45,695 -2,350 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$894K 43,855 +852 +2%
BRWM
28
B. Riley Wealth Management
Tennessee
$847K 41,550 – –
WS
29
Wedbush Securities
California
$732K 35,905 -4,169 -10%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$648K 31,790 -26,318 -45%
CAG
31
Csenge Advisory Group
Florida
$543K 26,634 +964 +4%
SG
32
StoneX Group
New York
$459K 22,513 – –
Jane Street
33
Jane Street
New York
$434K 21,288 -10,360 -33%
SEIA
34
Signature Estate & Investment Advisors
California
$390K 19,125 -1,500,786 -99%
Truist Financial
35
Truist Financial
North Carolina
$381K 18,712 -2,007 -10%
EWF
36
Epstein & White Financial
California
$348K 17,000 +1,035 +6%
RA
37
RFG Advisory
Alabama
$305K 14,937 -366 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$304K 14,950 +14,950 New
EH
39
Equitable Holdings
New York
$281K 13,802 +502 +4%
PFS
40
Prospera Financial Services
Texas
$275K 13,473 -1,899 -12%
ASN
41
Advisory Services Network
Georgia
$260K 12,764 – –
Wells Fargo
42
Wells Fargo
California
$257K 12,573 +11,866 +1,678%
AWM
43
Accel Wealth Management
Iowa
$243K 11,901 +11,901 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$220K 10,783 -200 -2%
JCM
45
Jacobi Capital Management
Pennsylvania
$106K 5,211 +63 +1%
IA
46
IFP Advisors
Florida
$68K 3,365 +2,949 +709%
GRP
47
Global Retirement Partners
California
$40K 1,966 -5,531 -74%
SIS
48
Sound Income Strategies
Florida
$35K 1,709 – –
William Blair & Company
49
William Blair & Company
Illinois
$31K 1,538 +1,538 New
SFS
50
Sowell Financial Services
Arkansas
$20K 1,000 +1,000 New
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