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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

177 hedge funds and large institutions have $1.25B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
15
Increased
65
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82.8M
2
AAS
2
Annex Advisory Services
Wisconsin
$16M
3
CFG
3
Citizens Financial Group
Rhode Island
$18.1M
4
Raymond James Financial
4
Raymond James Financial
Florida
$38.1M
5
PFS
5
Prospera Financial Services
Texas
$5.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$293M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.06M
3
CBB
3
Citizens Business Bank
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.1M
5
Bank of America
5
Bank of America
North Carolina
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
51
Winebrenner Capital Management
Kentucky
$2.3M 120,914 -1,160 -1%
SPI
52
Sutton Place Investors
New York
$2.27M 119,647 +3,669 +3%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.2M 115,827 -79,396 -41%
Comerica Bank
54
Comerica Bank
Texas
$2.18M 114,675 +23,755 +26%
KWM
55
Keebeck Wealth Management
Illinois
$2.08M 109,750 – –
FAIM
56
Financial Advocates Investment Management
Washington
$2.04M 107,361 -899 -0.8%
IA
57
Integrity Alliance
Iowa
$1.94M 102,135 -179,936 -64%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$1.94M 101,965 +247 +0.2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.87M 98,297 +13,997 +17%
WAM
60
Walker Asset Management
Missouri
$1.56M 82,211 +11 +0%
SPIA
61
Steward Partners Investment Advisory
New York
$1.55M 81,808 -515 -0.6%
PNC
62
Park National Corp
Ohio
$1.51M 79,570 +12,015 +18%
LWM
63
Lakeridge Wealth Management
Ohio
$1.51M 79,314 +1,762 +2%
ATPW
64
Ashton Thomas Private Wealth
Arizona
$1.48M 77,873 +12,983 +20%
NFG
65
Nations Financial Group
Iowa
$1.43M 75,478 +1,293 +2%
FIM
66
FWL Investment Management
Texas
$1.38M 72,505 -519 -0.7%
NS
67
NBC Securities
Alabama
$1.36M 71,759 +8,948 +14%
BFA
68
Beacon Financial Advisory
Ohio
$1.33M 70,163 +11,632 +20%
PGAM
69
Princeton Global Asset Management
New Jersey
$1.32M 69,558 +219 +0.3%
EWM
70
Empirical Wealth Management
Washington
$1.29M 67,867 -4,230 -6%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$1.28M 67,214 +31,389 +88%
PAS
72
Park Avenue Securities
New York
$1.26M 66,499 -49,525 -43%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.26M 66,478 +3,236 +5%
SPC
74
Sigma Planning Corp
Michigan
$1.25M 65,744 -7,504 -10%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$1.24M 65,252 +36,662 +128%
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