FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.63M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.29M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$45.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
26
Flagstar Advisors
New York
$4.48M 246,072 +26,551 +12%
Stifel Financial
27
Stifel Financial
Missouri
$4.25M 233,164 -25,715 -10%
TA
28
TKG Advisors
Indiana
$4.18M 229,174 +229,174 New
CCMG
29
Clark Capital Management Group
Pennsylvania
$4.17M 228,678 +228,678 New
VIM
30
Vista Investment Management
Pennsylvania
$3.97M 218,026 +94,770 +77%
KWM
31
Kingsview Wealth Management
Oregon
$3.65M 200,417 +16,666 +9%
CA
32
Cetera Advisors
Colorado
$3.59M 196,923 +106,103 +117%
SWM
33
Shelton Wealth Management
Texas
$3.55M 194,972 +23,594 +14%
GSC
34
G&S Capital
Colorado
$3.41M 186,976 +186,976 New
WF
35
Welch & Forbes
Massachusetts
$3.19M 174,836 -1,588 -0.9%
1W
36
1776 Wealth
Georgia
$3.04M 167,061 +21 +0%
BFG
37
Beacon Financial Group
Texas
$3.02M 165,707 -37,538 -18%
First Trust Advisors
38
First Trust Advisors
Illinois
$2.74M 150,401 -89,254 -37%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.66M 145,831 -15,175 -9%
CAN
40
Cetera Advisor Networks
California
$2.64M 144,709 +40,111 +38%
EWP
41
Elevation Wealth Partners
California
$2.5M 137,218 -18,677 -12%
PAG
42
Private Advisor Group
New Jersey
$2.5M 137,189 +16,624 +14%
WS
43
Wedbush Securities
California
$2.43M 133,324 +15,643 +13%
GCIM
44
Gunn & Company Investment Management
Florida
$2.29M 125,672 -1,904,034 -94%
SPI
45
Sutton Place Investors
New York
$2.04M 112,110 – –
SWP
46
Summit Wealth Partners
Florida
$2.04M 111,752 +68,409 +158%
FAIM
47
Financial Advocates Investment Management
Washington
$2.02M 111,029 +18,072 +19%
WF
48
Wayfinding Financial
Washington
$1.99M 109,303 +109,303 New
IGWM
49
ICA Group Wealth Management
Colorado
$1.79M 98,077 -8,368 -8%
OMC
50
Old Mission Capital
Illinois
$1.72M 94,196 +94,196 New
1
2
3 4 5