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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

136 hedge funds and large institutions have $643M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
49
Reduced
37
Closed
13
Calls
$1.86M
Puts
–
Net Calls
+$1.86M
Net Calls Change
+$304K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$35.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.8M
4
MMA
4
Miracle Mile Advisors
California
$20.2M
5
CAG
5
Csenge Advisory Group
Florida
$12.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PWA
2
PCG Wealth Advisors
Kansas
$0
3
DWP
3
Destiny Wealth Partners
Florida
$0
4
CA
4
Crumly & Associates
Illinois
$0
5
QWM
5
QP Wealth Management
New Jersey
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
PFC
26
Phocas Financial Corp
California
$4.41M 247,641 -20,367 -8%
SCA
27
Snowden Capital Advisors
New York
$4.25M 238,746 +238,746 New
First Trust Advisors
28
First Trust Advisors
Illinois
$4.1M 230,377 -40,099 -15%
Stifel Financial
29
Stifel Financial
Missouri
$4.04M 226,602 +115,126 +103%
WF
30
Welch & Forbes
Massachusetts
$3.32M 186,469 -33,845 -15%
FFA
31
Founders Financial Alliance
North Carolina
$3.11M 174,739 +174,739 New
PTP
32
Platform Technology Partners
New York
$2.77M 155,331 -493 -0.3%
SA
33
Stonebridge Advisors
Connecticut
$2.67M 149,681 +149,681 New
1W
34
1776 Wealth
Georgia
$2.66M 149,343 +2,201 +1%
QWM
35
QP Wealth Management
New Jersey
$2.52M 141,586 -95,443 -40%
HI
36
Harbour Investments
Wisconsin
$2.45M 137,792 +110,020 +396%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.32M 130,229 +59,535 +84%
WAM
38
Walker Asset Management
Missouri
$2.3M 129,236 -37,500 -22%
AWM
39
AE Wealth Management
Kansas
$2.12M 118,966 +118,966 New
UCMOK
40
United Capital Management of KS
Kansas
$2.02M 113,589 +4,397 +4%
SPI
41
Sutton Place Investors
New York
$1.98M 111,180 +1,560 +1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.81M 101,841 -24,795 -20%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.79M 100,370 +25,488 +34%
IA
44
IFP Advisors
Florida
$1.77M 91,241 +1,192 +1%
AIFAIM
45
American Institute for Advanced Investment Management
Arizona
$1.7M 95,228 +95,228 New
PGAM
46
Princeton Global Asset Management
New Jersey
$1.67M 93,470 -8,847 -9%
VIM
47
Vista Investment Management
Pennsylvania
$1.64M 91,968 +17,859 +24%
SWP
48
Stratos Wealth Partners
Ohio
$1.5M 84,155 +38,873 +86%
IGWM
49
ICA Group Wealth Management
Colorado
$1.48M 83,203 +6,650 +9%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.42M 79,533 +38,928 +96%
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