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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
17
Increased
82
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$27M
2
Morgan Stanley
2
Morgan Stanley
New York
$316M
3
GWM
3
Geneos Wealth Management
Colorado
$7.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$0
2
FTS
2
Fifth Third Securities
Ohio
$667K
3
SAM
3
Synergy Asset Management
Washington
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$6.7M 358,232 +24,630 +7%
FA
27
Flagstar Advisors
New York
$6.69M 357,513 +14,268 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.86M 313,105 -152,178 -33%
IA
29
Integrity Alliance
Iowa
$5.27M 282,071 +175,802 +165%
KWM
30
Kingsview Wealth Management
Oregon
$5.14M 274,930 +19,891 +8%
VIM
31
Vista Investment Management
Pennsylvania
$4.8M 256,770 +3,873 +2%
First Trust Advisors
32
First Trust Advisors
Illinois
$4.54M 242,909 -2,666 -1%
WF
33
Wayfinding Financial
Washington
$3.84M 205,329 +51,187 +33%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.65M 195,223 +43,098 +28%
EWP
35
Elevation Wealth Partners
California
$3.46M 184,895 -6,267 -3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.41M 182,290 -6,095 -3%
SWM
37
Shelton Wealth Management
Texas
$3.1M 165,722 +8,503 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$3.09M 164,999 +5,148 +3%
PAG
39
Private Advisor Group
New Jersey
$3.02M 161,296 +6,305 +4%
MIM
40
Marshall Investment Management
Colorado
$2.95M 157,523 -24,457 -13%
1W
41
1776 Wealth
Georgia
$2.84M 151,948 -22 -0%
RA
42
RFG Advisory
Alabama
$2.79M 149,203 +53,806 +56%
WS
43
Wedbush Securities
California
$2.79M 149,037 +3,468 +2%
VFG
44
Victory Financial Group
Texas
$2.75M 147,088 +102,169 +227%
WF
45
Welch & Forbes
Massachusetts
$2.74M 146,708 -28,443 -16%
PS
46
Principal Securities
Iowa
$2.57M 137,257 – –
HighTower Advisors
47
HighTower Advisors
Illinois
$2.53M 135,422 -498 -0.4%
SIM
48
Synergy Investment Management
Florida
$2.49M 133,281 +133,281 New
BFG
49
Beacon Financial Group
Texas
$2.44M 130,516 -3,200 -2%
MMA
50
Miracle Mile Advisors
California
$2.4M 128,187 -13,026 -9%
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