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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$419M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$36.2M
3
GCIM
3
Gunn & Company Investment Management
Florida
$36.2M
4
Bank of America
4
Bank of America
North Carolina
$74.5M
5
Jane Street
5
Jane Street
New York
$19.1M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$17.7M
2
SA
2
Stonebridge Advisors
Connecticut
$179K
3
MFG
3
Magnus Financial Group
New York
$875K
4
CCIA
4
Cherry Creek Investment Advisors
Colorado
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$4.27M 239,655 -10,323 -4%
IIA
27
Integral Investment Advisors
California
$4.04M 226,395 +15,228 +7%
FA
28
Flagstar Advisors
New York
$3.91M 219,521 +219,521 New
BFG
29
Beacon Financial Group
Texas
$3.62M 203,245 +1,456 +0.7%
KWM
30
Kingsview Wealth Management
Oregon
$3.28M 183,751 +183,751 New
WF
31
Welch & Forbes
Massachusetts
$3.15M 176,424 -4,200 -2%
SWM
32
Shelton Wealth Management
Texas
$3.06M 171,378 -106,994 -38%
1W
33
1776 Wealth
Georgia
$2.98M 167,040 -457 -0.3%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.87M 161,006 -63,006 -28%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.72M 152,791 -226,025 -60%
EWP
36
Elevation Wealth Partners
California
$2.63M 155,895 +155,895 New
VIM
37
Vista Investment Management
Pennsylvania
$2.2M 123,256 -11,263 -8%
AWE
38
Avidian Wealth Enterprises
Texas
$2.16M 120,897 +120,897 New
PAG
39
Private Advisor Group
New Jersey
$2.15M 120,565 +5,277 +5%
WS
40
Wedbush Securities
California
$2.1M 117,681 +10,602 +10%
SPI
41
Sutton Place Investors
New York
$2M 112,110 +1,500 +1%
PTP
42
Platform Technology Partners
New York
$1.94M 107,968 -22,772 -17%
IGWM
43
ICA Group Wealth Management
Colorado
$1.9M 106,445 +1,887 +2%
CAN
44
Cetera Advisor Networks
California
$1.86M 104,598 +9,300 +10%
FAIM
45
Financial Advocates Investment Management
Washington
$1.66M 92,957 +14,444 +18%
PWM
46
Peterson Wealth Management
Nevada
$1.64M 92,016 -111,314 -55%
CA
47
Cetera Advisors
Colorado
$1.62M 90,820 +6,079 +7%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.59M 89,094 -111,877 -56%
WAM
49
Walker Asset Management
Missouri
$1.57M 88,086 -250 -0.3%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.56M 87,620 -39,137 -31%
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