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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

142 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBB
1
Citizens Business Bank
California
$18.4M
2
LPL Financial
2
LPL Financial
California
$32.5M
3
UBS Group
3
UBS Group
Switzerland
$61.1M
4
MMA
4
Miracle Mile Advisors
California
$25.5M
5
Jane Street
5
Jane Street
New York
$5.35M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$3.98M
3
AWE
3
Avidian Wealth Enterprises
Texas
$249K
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
SA
5
Stonebridge Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.25M 253,938 +153,568 +153%
PWM
27
Peterson Wealth Management
Nevada
$4.1M 244,757 -60,054 -20%
CCA
28
Clearwater Capital Advisors
Illinois
$3.98M 237,846 -322,964 -58%
PFC
29
Phocas Financial Corp
California
$3.64M 217,045 -30,596 -12%
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$3.56M 212,382 +199,702 +1,575%
WF
31
Welch & Forbes
Massachusetts
$3.19M 190,624 +4,155 +2%
HSA
32
HBK Sorce Advisory
Pennsylvania
$3M 179,345 +179,345 New
FFA
33
Founders Financial Alliance
North Carolina
$2.99M 178,415 +3,676 +2%
1W
34
1776 Wealth
Georgia
$2.74M 163,363 +14,020 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.6M 155,310 +86,331 +125%
QWM
36
QP Wealth Management
New Jersey
$2.53M 151,303 +9,717 +7%
PTP
37
Platform Technology Partners
New York
$2.3M 137,051 -18,280 -12%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.13M 126,937 -3,292 -3%
AWM
39
AE Wealth Management
Kansas
$2.05M 122,391 +3,425 +3%
WAM
40
Walker Asset Management
Missouri
$2.04M 121,736 -7,500 -6%
SPI
41
Sutton Place Investors
New York
$1.92M 114,656 +3,476 +3%
UCMOK
42
United Capital Management of KS
Kansas
$1.91M 114,111 +522 +0.5%
PAG
43
Paladin Advisory Group
Iowa
$1.88M 112,313 +112,313 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.85M 110,255 +30,722 +39%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1.84M 109,888 +8,047 +8%
DADC
46
D.A. Davidson & Co
Montana
$1.7M 101,458 +101,458 New
VIM
47
Vista Investment Management
Pennsylvania
$1.68M 100,574 +8,606 +9%
AWA
48
Arkadios Wealth Advisors
Georgia
$1.64M 97,989 +33,143 +51%
AWS
49
Atria Wealth Solutions
New York
$1.61M 96,328 +71,143 +282%
IGWM
50
ICA Group Wealth Management
Colorado
$1.58M 94,070 +10,867 +13%
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