We are live on ! Find out more
FPEI icon

First Trust Institutional Preferred Securities and Income ETF

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.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $168M → $200M (+$32.3M)

5% more funds holding

Funds holding: 6669 (+3)

3.79% more ownership

Funds ownership: 49.01%52.79% (+3.8%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$323K +$14.5K +707 +5%
PGAM
52
Princeton Global Asset Management
New Jersey
$318K +$190K +9,280 +152%
WA
53
Wambolt & Associates
Colorado
$273K +$272K +13,230 New
ASN
54
Advisory Services Network
Georgia
$264K
AWM
55
Accel Wealth Management
Iowa
$249K +$1.5K +73 +0.6%
CIAS
56
Capital Investment Advisory Services
North Carolina
$229K +$513 +25 +0.2%
MOS
57
MGO One Seven
Ohio
$212K +$211K +10,264 New
IA
58
IFP Advisors
Florida
$153K +$33.6K +1,636 +28%
JCM
59
Jacobi Capital Management
Pennsylvania
$110K +$1.23K +60 +1%
WWMSC
60
Wagner Wealth Management (South Carolina)
South Carolina
$64K
GRP
61
Global Retirement Partners
California
$41K +$185 +9 +0.5%
SIS
62
Sound Income Strategies
Florida
$35K
William Blair & Company
63
William Blair & Company
Illinois
$33K +$369 +18 +1%
AWA
64
Arkadios Wealth Advisors
Georgia
$32K
GWM
65
Geneos Wealth Management
Colorado
$14K
Wells Fargo
66
Wells Fargo
California
$12K -$233K -11,360 -95%
ADL
67
Asset Dedication LLC
California
$12K +$11.5K +558 New
APWA
68
Atlas Private Wealth Advisors
New Jersey
$10K -$1.01K -49 -9%
CFGS
69
Concourse Financial Group Securities
Alabama
$5K
FTUS
70
Flow Traders U.S.
New York
-$507K -24,715 Closed
SEIA
71
Signature Estate & Investment Advisors
California
-$223K -11,034 Closed
WAP
72
Wealthcare Advisory Partners
Pennsylvania
-$51K -2,500 Closed
SFS
73
Sowell Financial Services
Arkansas
-$21K -1,000 Closed
SWM
74
Spire Wealth Management
Virginia
-$10K -500 Closed