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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

134 hedge funds and large institutions have $728M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
48
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
UBS Group
2
UBS Group
Switzerland
$107M
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$10.5M
4
SA
4
Stonebridge Advisors
Connecticut
$9.23M
5
Bank of America
5
Bank of America
North Carolina
$42.7M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$0
2
Jane Street
2
Jane Street
New York
$638K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
BFG
4
Beacon Financial Group
Texas
$3.44M
5
CCA
5
Clearwater Capital Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$4.22M 249,978 -21,294 -8%
MFGM
27
Marshall Financial Group (Maryland)
Maryland
$3.8M 225,168 -384 -0.2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.78M 224,012 +27,241 +14%
IIA
29
Integral Investment Advisors
California
$3.56M 211,167 +211,167 New
BFG
30
Beacon Financial Group
Texas
$3.44M 201,789 -366,081 -64%
PWM
31
Peterson Wealth Management
Nevada
$3.43M 203,330 -25,227 -11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.39M 200,971 -28,868 -13%
WF
33
Welch & Forbes
Massachusetts
$3.05M 180,624 – –
PFC
34
Phocas Financial Corp
California
$2.94M 173,920 -13,530 -7%
1W
35
1776 Wealth
Georgia
$2.83M 167,497 -662 -0.4%
QWM
36
QP Wealth Management
New Jersey
$2.7M 160,040 -3,809 -2%
VIM
37
Vista Investment Management
Pennsylvania
$2.27M 134,519 +8,707 +7%
PTP
38
Platform Technology Partners
New York
$2.21M 130,740 -5,709 -4%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.14M 126,757 -6,216 -5%
GCIM
40
Gunn & Company Investment Management
Florida
$2.07M 122,872 +122,872 New
PAG
41
Private Advisor Group
New Jersey
$1.95M 115,288 +19,893 +21%
SPI
42
Sutton Place Investors
New York
$1.87M 110,610 -1,585 -1%
GRP
43
Global Retirement Partners
California
$1.81M 107,936 +12,371 +13%
WS
44
Wedbush Securities
California
$1.81M 107,079 +39,983 +60%
IGWM
45
ICA Group Wealth Management
Colorado
$1.76M 104,558 +537 +0.5%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.63M 96,277 -6,085 -6%
CAN
47
Cetera Advisor Networks
California
$1.61M 95,298 -23,474 -20%
UCMOK
48
United Capital Management of KS
Kansas
$1.55M 91,656 -10,422 -10%
PGAM
49
Princeton Global Asset Management
New Jersey
$1.52M 89,974 -4,211 -4%
Renaissance Technologies
50
Renaissance Technologies
New York
$1.51M 89,538 -117,957 -57%
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