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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

109 hedge funds and large institutions have $383M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
22
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
–
Net Calls
+$1.55M
Net Calls Change
+$1.55M

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.68M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.3M
3
ECA
3
Elevated Capital Advisors
Utah
$7.78M
4
CCA
4
Clearwater Capital Advisors
Illinois
$7.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$90.4M

Top Sellers

1
WAM
1
WealthTrust Asset Management
Florida
$1.69M
2
Bank of America
2
Bank of America
North Carolina
$34.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$475K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.17M
5
UCMOK
5
United Capital Management of KS
Kansas
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PTP
26
Platform Technology Partners
New York
$2.67M 155,824 +20,130 +15%
1W
27
1776 Wealth
Georgia
$2.52M 147,142 +18 +0%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.17M 126,636 -159,367 -56%
Stifel Financial
29
Stifel Financial
Missouri
$1.91M 111,476 -3,630 -3%
SPI
30
Sutton Place Investors
New York
$1.88M 109,620 +109,620 New
UCMOK
31
United Capital Management of KS
Kansas
$1.87M 109,192 -93,665 -46%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.76M 102,317 +3,891 +4%
IA
33
IFP Advisors
Florida
$1.75M 90,049 +14,654 +19%
CA
34
Crumly & Associates
Illinois
$1.71M 99,916 +1,858 +2%
WAM
35
WealthTrust Asset Management
Florida
$1.69M 98,573 -317,297 -76%
SIA
36
Soltis Investment Advisors
Utah
$1.64M 98,315 +98,315 New
BRWA
37
B. Riley Wealth Advisors
Florida
$1.55M 90,056 +90,056 New
OMC
38
Old Mission Capital
Illinois
$1.33M 77,806 +77,806 New
IGWM
39
ICA Group Wealth Management
Colorado
$1.31M 76,553 – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.28M 74,882 -3,898 -5%
VIM
41
Vista Investment Management
Pennsylvania
$1.27M 74,109 -4,277 -5%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.27M 73,810 -5,621 -7%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.21M 70,694 -21,275 -23%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.13M 66,109 +66,109 New
TWM
45
Tradition Wealth Management
Minnesota
$1.11M 64,959 +13,070 +25%
MFG
46
Magnus Financial Group
New York
$1M 58,567 -23,068 -28%
GM
47
GeoWealth Management
Illinois
$938K 54,688 +33,963 +164%
CA
48
Cetera Advisors
Colorado
$889K 51,832 – –
WWM
49
Wagner Wealth Management
South Carolina
$807K 47,066 +15,171 +48%
SWP
50
Stratos Wealth Partners
Ohio
$777K 45,282 +45,282 New
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