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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

66 hedge funds and large institutions have $168M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
30
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$9.99M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
PFC
3
Phocas Financial Corp
California
$6.6M
4
Bank of America
4
Bank of America
North Carolina
$27.6M
5
WF
5
Welch & Forbes
Massachusetts
$5.86M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
IA
2
Insight Advisors
Pennsylvania
$0
3
PWM
3
Peterson Wealth Management
Nevada
$7.15M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$549K
5
SWP
5
ShoreHaven Wealth Partners
New Jersey
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$849K 41,722 -2,133 -5%
BRWM
27
B. Riley Wealth Management
Tennessee
$842K 41,550 – –
EWM
28
Empirical Wealth Management
Washington
$724K 35,720 -9,975 -22%
WS
29
Wedbush Securities
California
$679K 33,529 -2,376 -7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$549K 27,108 -39,054 -59%
FTUS
31
Flow Traders U.S.
New York
$501K 24,715 +24,715 New
CAG
32
Csenge Advisory Group
Florida
$474K 23,222 -3,412 -13%
Truist Financial
33
Truist Financial
North Carolina
$472K 23,281 +4,569 +24%
SG
34
StoneX Group
New York
$442K 21,813 -700 -3%
RA
35
RFG Advisory
Alabama
$433K 21,393 +6,456 +43%
CA
36
Cetera Advisors
Colorado
$429K 21,175 +21,175 New
HI
37
Harbour Investments
Wisconsin
$405K 19,988 +19,988 New
SB
38
Strategic Blueprint
Georgia
$403K 19,912 +19,912 New
KA
39
Kovack Advisors
Florida
$390K 19,255 +19,255 New
EWF
40
Epstein & White Financial
California
$357K 17,652 +652 +4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$341K 16,855 +1,905 +13%
EH
42
Equitable Holdings
New York
$302K 14,910 +1,108 +8%
PFS
43
Prospera Financial Services
Texas
$290K 14,288 +815 +6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$277K 13,670 +13,670 New
ASN
45
Advisory Services Network
Georgia
$259K 12,764 – –
Stifel Financial
46
Stifel Financial
Missouri
$251K 12,396 +12,396 New
TLP
47
Trinity Legacy Partners
Texas
$245K 11,920 +11,920 New
AWM
48
Accel Wealth Management
Iowa
$243K 11,974 +73 +0.6%
Wells Fargo
49
Wells Fargo
California
$242K 11,947 -626 -5%
CIAS
50
Capital Investment Advisory Services
North Carolina
$224K 11,043 +260 +2%
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