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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$286M
2
NA
2
NewEdge Advisors
Louisiana
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$152M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$2.36M
2
TA
2
TKG Advisors
Indiana
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55.9M
4
WA
4
Win Advisors
Florida
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
26
Flagstar Advisors
New York
$5.81M 304,616 +42,544 +16%
IIA
27
Integral Investment Advisors
California
$5.39M 282,433 +20,672 +8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.09M 267,082 +19,578 +8%
VIM
29
Vista Investment Management
Pennsylvania
$4.61M 241,887 +11,874 +5%
KWM
30
Kingsview Wealth Management
Oregon
$4.3M 225,720 +4,952 +2%
SWP
31
Summit Wealth Partners
Florida
$3.41M 178,813 +68,142 +62%
WF
32
Welch & Forbes
Massachusetts
$3.35M 175,630 – –
SWM
33
Shelton Wealth Management
Texas
$3.24M 169,942 -10,235 -6%
EWP
34
Elevation Wealth Partners
California
$3.18M 166,571 +10,530 +7%
MMA
35
Miracle Mile Advisors
California
$2.96M 155,050 -9,773 -6%
PAG
36
Private Advisor Group
New Jersey
$2.95M 154,750 +7,777 +5%
1W
37
1776 Wealth
Georgia
$2.92M 153,272 -7,371 -5%
BFG
38
Beacon Financial Group
Texas
$2.9M 151,827 -5,887 -4%
EH
39
Equitable Holdings
New York
$2.83M 148,215 +14,436 +11%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.78M 145,874 -2,148 -1%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$2.64M 138,360 +75,793 +121%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.57M 134,694 +52,206 +63%
WS
43
Wedbush Securities
California
$2.52M 132,091 -1,345 -1%
Prudential Financial
44
Prudential Financial
New Jersey
$2.45M 128,572 +54,075 +73%
P
45
&Partners
Tennessee
$2.42M 127,125 +127,125 New
WF
46
Wayfinding Financial
Washington
$2.38M 124,726 +15,463 +14%
GCIM
47
Gunn & Company Investment Management
Florida
$2.36M 123,586 -1,994,043 -94%
PS
48
Principal Securities
Iowa
$2.34M 122,886 +51,178 +71%
SPI
49
Sutton Place Investors
New York
$2.19M 114,995 +1,396 +1%
KWM
50
Keebeck Wealth Management
Illinois
$2.09M 109,750 +27,150 +33%
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