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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

82 hedge funds and large institutions have $270M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
16
Increased
47
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EL
1
Essex LLC
Illinois
$14.2M
2
UBS Group
2
UBS Group
Switzerland
$23.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
ECA
4
Elevated Capital Advisors
Utah
$7.23M
5
SMF
5
Sterling Manor Financial
New York
$4.97M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.79M
3
RA
3
RFG Advisory
Alabama
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.11M
5
IAN
5
Integrated Advisors Network
Texas
$444K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$430K 20,830 +2,925 +16%
SB
52
Strategic Blueprint
Georgia
$426K 20,646 -1,297 -6%
SA
53
Strategic Advisors
New York
$418K 20,250 +20,250 New
SG
54
StoneX Group
New York
$414K 20,053 +469 +2%
WA
55
Wambolt & Associates
Colorado
$390K 18,881 +5,651 +43%
ASN
56
Advisory Services Network
Georgia
$388K 18,803 +6,039 +47%
PFS
57
Prospera Financial Services
Texas
$382K 18,522 +1,190 +7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$348K 16,855 -47 -0.3%
EH
59
Equitable Holdings
New York
$337K 16,325 +708 +5%
JCM
60
Jacobi Capital Management
Pennsylvania
$259K 12,542 +7,212 +135%
AWM
61
Accel Wealth Management
Iowa
$250K 12,118 +71 +0.6%
GM
62
GeoWealth Management
Illinois
$245K 11,877 +11,877 New
PAG
63
Private Advisor Group
New Jersey
$237K 11,486 +11,486 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$216K 10,476 -592 -5%
MOS
65
MGO One Seven
Ohio
$216K 10,512 +248 +2%
VWA
66
V Wealth Advisors
Kansas
$207K 10,000 +10,000 New
HF
67
HRT Financial
New York
$204K 9,879 +9,879 New
IA
68
IFP Advisors
Florida
$172K 8,289 +823 +11%
WWM
69
Wagner Wealth Management
South Carolina
$88K 4,255 +1,164 +38%
FHA
70
First Horizon Advisors
Tennessee
$74K 3,620 +3,620 New
SIS
71
Sound Income Strategies
Florida
$71K 3,418 +1,709 +100%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$51K 2,450 +2,450 New
GRP
73
Global Retirement Partners
California
$41K 1,998 +9 +0.5%
William Blair & Company
74
William Blair & Company
Illinois
$33K 1,590 +17 +1%
AWA
75
Arkadios Wealth Advisors
Georgia
$32K 1,555 – –
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3
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