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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$29.7M
4
LPL Financial
4
LPL Financial
California
$65.8M
5
UBS Group
5
UBS Group
Switzerland
$156M

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$8.28M
2
Bank of America
2
Bank of America
North Carolina
$84M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.84M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$261M
5
CBB
5
Citizens Business Bank
California
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
26
Flagstar Advisors
New York
$6.42M 343,245 +38,629 +13%
Stifel Financial
27
Stifel Financial
Missouri
$6.24M 333,602 +15,738 +5%
CCMG
28
Clark Capital Management Group
Pennsylvania
$6.21M 332,020 +1,927 +0.6%
FTS
29
Fifth Third Securities
Ohio
$6.19M 347,692 +347,692 New
SAM
30
Synergy Asset Management
Washington
$4.95M 264,352 +264,352 New
KWM
31
Kingsview Wealth Management
Oregon
$4.77M 255,039 +29,319 +13%
VIM
32
Vista Investment Management
Pennsylvania
$4.73M 252,897 +11,010 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.59M 245,575 +171,784 +233%
EWP
34
Elevation Wealth Partners
California
$3.57M 191,162 +24,591 +15%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$3.52M 188,385 +42,511 +29%
MIM
36
Marshall Investment Management
Colorado
$3.47M 181,980 +181,980 New
WF
37
Welch & Forbes
Massachusetts
$3.28M 175,151 -479 -0.3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.99M 159,851 +21,491 +16%
SWM
39
Shelton Wealth Management
Texas
$2.94M 157,219 -12,723 -7%
PAG
40
Private Advisor Group
New Jersey
$2.9M 154,991 +241 +0.2%
WF
41
Wayfinding Financial
Washington
$2.88M 154,142 +29,416 +24%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.84M 152,125 -393,036 -72%
1W
43
1776 Wealth
Georgia
$2.84M 151,970 -1,302 -0.8%
WS
44
Wedbush Securities
California
$2.72M 145,569 +13,478 +10%
MMA
45
Miracle Mile Advisors
California
$2.64M 141,213 -13,837 -9%
PS
46
Principal Securities
Iowa
$2.57M 137,257 +14,371 +12%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.54M 135,920 +1,226 +0.9%
BFG
48
Beacon Financial Group
Texas
$2.5M 133,716 -18,111 -12%
P
49
&Partners
Tennessee
$2.5M 133,331 +6,206 +5%
WCM
50
Winebrenner Capital Management
Kentucky
$2.29M 122,242 +122,242 New
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