FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

102 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
20
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Southern Wealth Management
Texas
$19.5M
2
ECA
2
Elevated Capital Advisors
Utah
$7.18M
3
Jane Street
3
Jane Street
New York
$4.17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.91M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$5.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.4M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$437K
3
BIM
3
Bullseye Investment Management
Ohio
$0
4
SA
4
Stonebridge Advisors
Connecticut
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
1W
26
1776 Wealth
Georgia
$3.35M 172,500 -20,492 -11%
Stifel Financial
27
Stifel Financial
Missouri
$3.21M 165,522 +15,260 +10%
PWA
28
PCG Wealth Advisors
Kansas
$3.21M 165,392 +11,104 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.92M 150,307 -108,196 -42%
AWA
30
Arkadios Wealth Advisors
Georgia
$2.62M 135,217 +83,884 +163%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$2.58M 133,116 +10,483 +9%
PGAM
32
Princeton Global Asset Management
New Jersey
$2.17M 111,672 +17,517 +19%
FAIM
33
Financial Advocates Investment Management
Washington
$2.08M 107,385 +5,704 +6%
TLP
34
Trinity Legacy Partners
Texas
$1.99M 102,496 +169 +0.2%
VIM
35
Vista Investment Management
Pennsylvania
$1.82M 94,033 +12,875 +16%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.79M 92,505 +12,033 +15%
KCFA
37
Key Client Fiduciary Advisors
New Jersey
$1.78M 91,931 +1,857 +2%
BRWM
38
B. Riley Wealth Management
Tennessee
$1.72M 88,448 +46,800 +112%
OMC
39
Old Mission Capital
Illinois
$1.65M 84,997 +54,177 +176%
MFG
40
Magnus Financial Group
New York
$1.62M 83,628 +83,628 New
CA
41
Crumly & Associates
Illinois
$1.6M 82,314 +82,314 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.52M 78,308 +30,535 +64%
IA
43
IFP Advisors
Florida
$1.47M 75,395 +64,122 +569%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.43M 73,652 -1,987 -3%
IGWM
45
ICA Group Wealth Management
Colorado
$1.43M 76,688 +76,688 New
Citadel Advisors
46
Citadel Advisors
Florida
$1.29M 66,259 +66,259 New
WWM
47
Wagner Wealth Management
South Carolina
$1.23M 63,644 +46,489 +271%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.16M 59,731 +5,839 +11%
TWM
49
Tradition Wealth Management
Minnesota
$1.14M 58,628 +12,181 +26%
WA
50
WESPAC Advisors
California
$1.05M 54,128 -16,927 -24%
1
2
3 4 5