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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$38.9M
2
CFG
2
Citizens Financial Group
Rhode Island
$8.2M
3
LPL Financial
3
LPL Financial
California
$52.1M
4
VW
4
Veridan Wealth
Oregon
$2.31M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.67M
2
MMA
2
Miracle Mile Advisors
California
$3.03M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.08M
4
GSC
4
G&S Capital
Colorado
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.55M 247,504 -8,864 -3%
Stifel Financial
27
Stifel Financial
Missouri
$4.53M 246,519 +13,355 +6%
TA
28
TKG Advisors
Indiana
$4.36M 237,146 +7,972 +3%
CCMG
29
Clark Capital Management Group
Pennsylvania
$4.24M 230,627 +1,949 +0.9%
VIM
30
Vista Investment Management
Pennsylvania
$4.23M 230,013 +11,987 +5%
KWM
31
Kingsview Wealth Management
Oregon
$4.06M 220,768 +20,351 +10%
SWM
32
Shelton Wealth Management
Texas
$3.31M 180,177 -14,795 -8%
WF
33
Welch & Forbes
Massachusetts
$3.24M 175,630 +794 +0.5%
MMA
34
Miracle Mile Advisors
California
$3.03M 164,823 -622,531 -79%
1W
35
1776 Wealth
Georgia
$2.95M 160,643 -6,418 -4%
BFG
36
Beacon Financial Group
Texas
$2.9M 157,714 -7,993 -5%
EWP
37
Elevation Wealth Partners
California
$2.87M 156,041 +18,823 +14%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.72M 148,022 +2,191 +2%
PAG
39
Private Advisor Group
New Jersey
$2.7M 146,973 +9,784 +7%
EH
40
Equitable Holdings
New York
$2.46M 133,779 +106,356 +388%
WS
41
Wedbush Securities
California
$2.45M 133,436 +112 +0.1%
VW
42
Veridan Wealth
Oregon
$2.31M 121,831 +121,831 New
FAIM
43
Financial Advocates Investment Management
Washington
$2.16M 117,348 +6,319 +6%
SPI
44
Sutton Place Investors
New York
$2.09M 113,599 +1,489 +1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.08M 113,102 -479,828 -81%
SWP
46
Summit Wealth Partners
Florida
$2.03M 110,671 -1,081 -1%
WF
47
Wayfinding Financial
Washington
$2.01M 109,263 -40 -0%
WAM
48
Walker Asset Management
Missouri
$1.65M 89,855 – –
PTP
49
Platform Technology Partners
New York
$1.65M 89,815 +89,815 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$1.62M 88,419 +10,355 +13%
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