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First Trust Institutional Preferred Securities and Income ETF
FPEI

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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more funds holding

Funds holding: 154 → 166 (+12)

1.94% more ownership

Funds ownership: 71.78% → 73.73% (+1.9%)

2% more capital invested

Capital invested by funds: $927M → $947M (+$20.6M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.4%
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
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIM
Gunn & Company Investment Management
Florida
+$36.3M
2
CFG
Citizens Financial Group
Rhode Island
+$8.12M
3
LPL Financial
LPL Financial
California
+$6.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.98M
5
EH
Equitable Holdings
New York
+$1.94M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.7M
2
MMA
Miracle Mile Advisors
California
-$11.3M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.74M
4
GSC
G&S Capital
Colorado
-$3.41M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.55M -$161K -8,864 -3%
Stifel Financial
27
Stifel Financial
Missouri
$4.53M +$243K +13,355 +6%
TA
28
TKG Advisors
Indiana
$4.36M +$145K +7,972 +3%
CCMG
29
Clark Capital Management Group
Pennsylvania
$4.24M +$35.5K +1,949 +0.9%
VIM
30
Vista Investment Management
Pennsylvania
$4.23M +$218K +11,987 +5%
KWM
31
Kingsview Wealth Management
Oregon
$4.06M +$371K +20,351 +10%
SWM
32
Shelton Wealth Management
Texas
$3.31M -$269K -14,795 -8%
WF
33
Welch & Forbes
Massachusetts
$3.24M +$14.5K +794 +0.5%
MMA
34
Miracle Mile Advisors
California
$3.03M -$11.3M -622,531 -79%
1W
35
1776 Wealth
Georgia
$2.95M -$117K -6,418 -4%
BFG
36
Beacon Financial Group
Texas
$2.9M -$146K -7,993 -5%
EWP
37
Elevation Wealth Partners
California
$2.87M +$343K +18,823 +14%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.72M +$39.9K +2,191 +2%
PAG
39
Private Advisor Group
New Jersey
$2.7M +$178K +9,784 +7%
EH
40
Equitable Holdings
New York
$2.46M +$1.94M +106,356 +388%
WS
41
Wedbush Securities
California
$2.45M +$2.04K +112 +0.1%
VW
42
Veridan Wealth
Oregon
$2.31M +$2.22M +121,831 New
FAIM
43
Financial Advocates Investment Management
Washington
$2.16M +$115K +6,319 +6%
SPI
44
Sutton Place Investors
New York
$2.09M +$27.1K +1,489 +1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.08M -$8.74M -479,828 -81%
SWP
46
Summit Wealth Partners
Florida
$2.03M -$19.7K -1,081 -1%
WF
47
Wayfinding Financial
Washington
$2.01M -$728 -40 -0%
WAM
48
Walker Asset Management
Missouri
$1.65M – – –
PTP
49
Platform Technology Partners
New York
$1.65M +$1.64M +89,815 New
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$189K +10,355 +13%
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