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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

101 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
13
Increased
35
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.6M
2
UBS Group
2
UBS Group
Switzerland
$48.3M
3
EL
3
Essex LLC
Illinois
$17.8M
4
SWM
4
Shelton Wealth Management
Texas
$4.93M
5
RJA
5
Raymond James & Associates
Florida
$11.7M

Top Sellers

1
SWM
1
Southern Wealth Management
Texas
$1.01M
2
SMF
2
Sterling Manor Financial
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$699K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$2.14M 120,846 +88,575 +274%
Stifel Financial
27
Stifel Financial
Missouri
$2.04M 115,106 -50,416 -30%
TLP
28
Trinity Legacy Partners
Texas
$1.79M 100,344 -2,152 -2%
PGAM
29
Princeton Global Asset Management
New Jersey
$1.74M 98,426 -13,246 -12%
CA
30
Crumly & Associates
Illinois
$1.74M 98,058 +15,744 +19%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.62M 91,969 -536 -0.6%
WA
32
WESPAC Advisors
California
$1.53M 86,435 +32,307 +60%
IA
33
IFP Advisors
Florida
$1.47M 75,395 – –
MFG
34
Magnus Financial Group
New York
$1.45M 81,635 -1,993 -2%
IGWM
35
ICA Group Wealth Management
Colorado
$1.42M 76,553 -135 -0.2%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$1.41M 79,431 +1,123 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.4M 78,780 +5,128 +7%
VIM
38
Vista Investment Management
Pennsylvania
$1.39M 78,386 -15,647 -17%
Truist Financial
39
Truist Financial
North Carolina
$1.31M 74,169 +41,073 +124%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.28M 72,209 +12,478 +21%
GIA
41
Gladstone Institutional Advisory
Florida
$1.16M 65,400 +65,400 New
JIP
42
Jaffetilchin Investment Partners
Florida
$1.14M 64,567 +40,880 +173%
EWM
43
Empirical Wealth Management
Washington
$1.09M 61,335 +19,209 +46%
SWM
44
Southern Wealth Management
Texas
$1.01M 56,811 -950,170 -94%
TWM
45
Tradition Wealth Management
Minnesota
$919K 51,889 -6,739 -11%
CA
46
Cetera Advisors
Colorado
$918K 51,832 -1,314 -2%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$699K 39,435 -244,055 -86%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$639K 35,918 -10,981 -23%
WWM
49
Wagner Wealth Management
South Carolina
$565K 31,895 -31,749 -50%
KCFA
50
Key Client Fiduciary Advisors
New Jersey
$564K 31,839 -60,092 -65%
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