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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

82 hedge funds and large institutions have $270M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
16
Increased
47
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EL
1
Essex LLC
Illinois
$14.2M
2
UBS Group
2
UBS Group
Switzerland
$23.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
ECA
4
Elevated Capital Advisors
Utah
$7.23M
5
SMF
5
Sterling Manor Financial
New York
$4.97M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.79M
3
RA
3
RFG Advisory
Alabama
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.11M
5
IAN
5
Integrated Advisors Network
Texas
$444K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WESPAC Advisors
California
$1.73M 83,779 +47,552 +131%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$1.69M 81,842 +31,544 +63%
VIM
28
Vista Investment Management
Pennsylvania
$1.67M 80,716 +3,020 +4%
FAIM
29
Financial Advocates Investment Management
Washington
$1.27M 61,418 +10,825 +21%
DAM
30
Derbend Asset Management
Georgia
$1.23M 59,589 +4,909 +9%
RPSA
31
Richard P. Slaughter Associates
Texas
$1.22M 59,055 -2,098 -3%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.17M 56,380 -2,269 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.11M 53,872 -4,609 -8%
Citadel Advisors
34
Citadel Advisors
Florida
$998K 48,309 +48,309 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$916K 44,375 +2,183 +5%
TLP
36
Trinity Legacy Partners
Texas
$892K 43,220 +26,735 +162%
BRWM
37
B. Riley Wealth Management
Tennessee
$860K 41,648 +98 +0.2%
PGAM
38
Princeton Global Asset Management
New Jersey
$823K 39,854 +24,455 +159%
EWM
39
Empirical Wealth Management
Washington
$743K 35,985 -250 -0.7%
CA
40
Cetera Advisors
Colorado
$711K 34,425 +12,250 +55%
TWM
41
Tradition Wealth Management
Minnesota
$661K 32,012 +13,535 +73%
KA
42
Kovack Advisors
Florida
$594K 28,771 +4,643 +19%
WS
43
Wedbush Securities
California
$548K 26,533 -2,918 -10%
CAG
44
Csenge Advisory Group
Florida
$547K 26,453 -678 -2%
OMC
45
Old Mission Capital
Illinois
$523K 25,331 +25,331 New
MSCM
46
McElhenny Sheffield Capital Management
Texas
$493K 23,893 +23,893 New
Truist Financial
47
Truist Financial
North Carolina
$487K 23,577 +1,230 +6%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$453K 21,926 +21,926 New
AIC
49
Ameritas Investment Company
Nebraska
$452K 21,873 +4,007 +22%
IAN
50
Integrated Advisors Network
Texas
$444K 21,491 -3,138 -13%
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