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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

96 hedge funds and large institutions have $360M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+14
Holders Change %
+17.07%
% of All Funds
1.48%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
22
Increased
49
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.2M
2
Bank of America
2
Bank of America
North Carolina
$45.2M
3
BIM
3
Bullseye Investment Management
Ohio
$10.3M
4
AWC
4
Adamsbrown Wealth Consultants
Kansas
$5.3M
5
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$5.13M

Top Sellers

1
DAM
1
Derbend Asset Management
Georgia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$975K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.56M
5
1W
5
1776 Wealth
Georgia
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$675K 33,085 -2,900 -8%
KA
52
Kovack Advisors
Florida
$672K 32,953 +4,182 +15%
PFS
53
Prospera Financial Services
Texas
$665K 32,584 +14,062 +76%
AA
54
AlphaMark Advisors
Kentucky
$663K 32,492 +32,492 New
CWG
55
Crown Wealth Group
North Carolina
$637K 31,225 +31,225 New
OMC
56
Old Mission Capital
Illinois
$629K 30,820 +5,489 +22%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$629K 30,830 +30,830 New
CAG
58
Csenge Advisory Group
Florida
$561K 27,131 +678 +3%
WS
59
Wedbush Securities
California
$531K 26,037 -496 -2%
AAS
60
Ameritas Advisory Services
Nebraska
$497K 24,367 +24,367 New
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$490K 24,000 +24,000 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$451K 22,096 +170 +0.8%
WA
63
Wambolt & Associates
Colorado
$436K 21,392 +2,511 +13%
SA
64
Strategic Advisors
New York
$413K 20,250 – –
ASN
65
Advisory Services Network
Georgia
$384K 18,824 +21 +0.1%
MSCM
66
McElhenny Sheffield Capital Management
Texas
$361K 17,693 -6,200 -26%
IAN
67
Integrated Advisors Network
Texas
$355K 17,412 -4,079 -19%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$354K 17,366 +511 +3%
WWM
69
Wagner Wealth Management
South Carolina
$350K 17,155 +12,900 +303%
GM
70
GeoWealth Management
Illinois
$330K 16,180 +4,303 +36%
PAG
71
Private Advisor Group
New Jersey
$329K 16,138 +4,652 +41%
EH
72
Equitable Holdings
New York
$318K 15,578 -747 -5%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$317K 15,520 +15,520 New
JCM
74
Jacobi Capital Management
Pennsylvania
$312K 15,288 +2,746 +22%
SMC
75
Smith, Moore & Co
Missouri
$300K 14,700 +14,700 New
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