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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

69 hedge funds and large institutions have $200M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
40
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCIA
1
Cherry Creek Investment Advisors
Colorado
$7.71M
2
WAM
2
WealthTrust Asset Management
Florida
$6.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$49M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$12.2M
5
Bank of America
5
Bank of America
North Carolina
$30.1M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$5.38M
2
PFC
2
Phocas Financial Corp
California
$5.99M
3
WA
3
WESPAC Advisors
California
$749K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
DAM
26
Derbend Asset Management
Georgia
$1.13M 54,680 +54,680 New
Stifel Financial
27
Stifel Financial
Missouri
$1.05M 50,619 +38,223 +308%
FAIM
28
Financial Advocates Investment Management
Washington
$1.05M 50,593 +50,593 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.04M 50,298 -17,993 -26%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$872K 42,192 +15,084 +56%
BRWM
31
B. Riley Wealth Management
Tennessee
$859K 41,550 – –
WA
32
WESPAC Advisors
California
$749K 36,227 -33,454 -48%
EWM
33
Empirical Wealth Management
Washington
$749K 36,235 +515 +1%
Jane Street
34
Jane Street
New York
$673K 32,541 +32,541 New
WS
35
Wedbush Securities
California
$609K 29,451 -4,078 -12%
CAG
36
Csenge Advisory Group
Florida
$561K 27,131 +3,909 +17%
IAN
37
Integrated Advisors Network
Texas
$509K 24,629 -17,461 -41%
KA
38
Kovack Advisors
Florida
$499K 24,128 +4,873 +25%
Truist Financial
39
Truist Financial
North Carolina
$462K 22,347 -934 -4%
CA
40
Cetera Advisors
Colorado
$458K 22,175 +1,000 +5%
SB
41
Strategic Blueprint
Georgia
$454K 21,943 +2,031 +10%
SG
42
StoneX Group
New York
$405K 19,584 -2,229 -10%
TWM
43
Tradition Wealth Management
Minnesota
$382K 18,477 +15,554 +532%
HI
44
Harbour Investments
Wisconsin
$370K 17,905 -2,083 -10%
EWF
45
Epstein & White Financial
California
$370K 18,011 +359 +2%
AIC
46
Ameritas Investment Company
Nebraska
$369K 17,866 +17,866 New
RA
47
RFG Advisory
Alabama
$361K 17,477 -3,916 -18%
PFS
48
Prospera Financial Services
Texas
$358K 17,332 +3,044 +21%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$349K 16,902 +47 +0.3%
TLP
50
Trinity Legacy Partners
Texas
$341K 16,485 +4,565 +38%
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