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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

44 hedge funds and large institutions have $142M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.12M
2
RJA
2
Raymond James & Associates
Florida
$7.04M
3
UBS Group
3
UBS Group
Switzerland
$8.62M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.77M
5
WS
5
Wedbush Securities
California
$850K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.19M
2
PFC
2
Phocas Financial Corp
California
$5.75M
3
Bank of America
3
Bank of America
North Carolina
$19.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$21M
5
SEIA
5
Signature Estate & Investment Advisors
California
$31M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
51
Bogart Wealth LLC
Virginia
– – -500 Closed
GSC
52
G&S Capital
Colorado
– – -400 Closed
CFGS
53
Concourse Financial Group Securities
Alabama
– – – –
IA
54
IFP Advisors
Florida
– – – –
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