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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

96 hedge funds and large institutions have $360M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.48%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
22
Increased
49
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.2M
2
Bank of America
2
Bank of America
North Carolina
$45.2M
3
MFGM
3
Marshall Financial Group (Maryland)
Maryland
$5.13M
4
SMF
4
Sterling Manor Financial
New York
$8.05M
5
WAM
5
WealthTrust Asset Management
Florida
$9.27M

Top Sellers

1
DAM
1
Derbend Asset Management
Georgia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$975K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.56M
5
1W
5
1776 Wealth
Georgia
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
UCMOK
26
United Capital Management of KS
Kansas
$3.29M 161,489 +27,448 +20%
PWA
27
PCG Wealth Advisors
Kansas
$3.14M 154,288 +154,288 New
Stifel Financial
28
Stifel Financial
Missouri
$3.07M 150,262 +42,293 +39%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.73M 133,932 -1,262 -0.9%
SWP
30
ShoreHaven Wealth Partners
New Jersey
$2.5M 122,633 -2,416 -2%
TLP
31
Trinity Legacy Partners
Texas
$2.09M 102,327 +59,107 +137%
FAIM
32
Financial Advocates Investment Management
Washington
$2.07M 101,681 +40,263 +66%
PGAM
33
Princeton Global Asset Management
New Jersey
$1.92M 94,155 +54,301 +136%
KCFA
34
Key Client Fiduciary Advisors
New Jersey
$1.84M 90,074 +90,074 New
VIM
35
Vista Investment Management
Pennsylvania
$1.66M 81,158 +442 +0.5%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.64M 80,472 +24,092 +43%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.54M 75,639 +31,264 +70%
WA
38
WESPAC Advisors
California
$1.45M 71,055 -12,724 -15%
RPSA
39
Richard P. Slaughter Associates
Texas
$1.21M 59,525 +470 +0.8%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.1M 53,892 +20 +0%
CA
41
Cetera Advisors
Colorado
$1.08M 52,919 +18,494 +54%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.05M 51,333 +49,778 +3,201%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$975K 47,773 -34,069 -42%
TWM
44
Tradition Wealth Management
Minnesota
$948K 46,447 +14,435 +45%
SG
45
StoneX Group
New York
$865K 42,420 +22,367 +112%
BRWM
46
B. Riley Wealth Management
Tennessee
$850K 41,648 – –
FHB
47
First Hawaiian Bank
Hawaii
$754K 36,961 +36,961 New
CA
48
CoreCap Advisors
Michigan
$712K 34,903 +34,903 New
PA
49
PSI Advisors
Florida
$693K 33,973 +33,973 New
Truist Financial
50
Truist Financial
North Carolina
$684K 33,508 +9,931 +42%
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