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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

51 hedge funds and large institutions have $155M invested in First Trust Institutional Preferred Securities and Income ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
22
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.5M
2
Bank of America
2
Bank of America
North Carolina
$22.6M
3
AWM
3
AE Wealth Management
Kansas
$1.95M
4
SS
4
Simplicity Solutions
Minnesota
$1.93M
5
OMC
5
Old Mission Capital
Illinois
$1.17M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$5.82M
2
RJA
2
Raymond James & Associates
Florida
$4.53M
3
SEIA
3
Signature Estate & Investment Advisors
California
$29.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.62M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$5K 253 +253 New
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$1.14K 58,108 +2,432 +4%
Stifel Financial
53
Stifel Financial
Missouri
– – -24,688 Closed
PAG
54
Private Advisor Group
New Jersey
– – -4,907 Closed
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