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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

69 hedge funds and large institutions have $200M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
9
Increased
40
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCIA
1
Cherry Creek Investment Advisors
Colorado
$7.71M
2
WAM
2
WealthTrust Asset Management
Florida
$6.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$49M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$12.2M
5
Bank of America
5
Bank of America
North Carolina
$30.1M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$5.38M
2
PFC
2
Phocas Financial Corp
California
$5.99M
3
WA
3
WESPAC Advisors
California
$749K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$323K 15,617 +707 +5%
PGAM
52
Princeton Global Asset Management
New Jersey
$318K 15,399 +9,280 +152%
WA
53
Wambolt & Associates
Colorado
$273K 13,230 +13,230 New
ASN
54
Advisory Services Network
Georgia
$264K 12,764 – –
AWM
55
Accel Wealth Management
Iowa
$249K 12,047 +73 +0.6%
CIAS
56
Capital Investment Advisory Services
North Carolina
$229K 11,068 +25 +0.2%
MOS
57
MGO One Seven
Ohio
$212K 10,264 +10,264 New
IA
58
IFP Advisors
Florida
$153K 7,466 +1,636 +28%
JCM
59
Jacobi Capital Management
Pennsylvania
$110K 5,330 +60 +1%
WWM
60
Wagner Wealth Management
South Carolina
$64K 3,091 – –
GRP
61
Global Retirement Partners
California
$41K 1,989 +9 +0.5%
SIS
62
Sound Income Strategies
Florida
$35K 1,709 – –
William Blair & Company
63
William Blair & Company
Illinois
$33K 1,573 +18 +1%
AWA
64
Arkadios Wealth Advisors
Georgia
$32K 1,555 – –
GWM
65
Geneos Wealth Management
Colorado
$14K 688 – –
Wells Fargo
66
Wells Fargo
California
$12K 587 -11,360 -95%
ADL
67
Asset Dedication LLC
California
$12K 558 +558 New
APWA
68
Atlas Private Wealth Advisors
New Jersey
$10K 496 -49 -9%
CFGS
69
Concourse Financial Group Securities
Alabama
$5K 253 – –
FTUS
70
Flow Traders U.S.
New York
– – -24,715 Closed
SEIA
71
Signature Estate & Investment Advisors
California
– – -11,034 Closed
WAP
72
Wealthcare Advisory Partners
Pennsylvania
– – -2,500 Closed
SFS
73
Sowell Financial Services
Arkansas
– – -1,000 Closed
SWM
74
Spire Wealth Management
Virginia
– – -500 Closed
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