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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

102 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
20
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Southern Wealth Management
Texas
$19.5M
2
ECA
2
Elevated Capital Advisors
Utah
$7.18M
3
Jane Street
3
Jane Street
New York
$4.17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.91M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$5.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.4M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$437K
3
BIM
3
Bullseye Investment Management
Ohio
$0
4
SA
4
Stonebridge Advisors
Connecticut
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.03M 53,146 +227 +0.4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$910K 46,899 +31,379 +202%
EWM
53
Empirical Wealth Management
Washington
$817K 42,126 +9,041 +27%
Truist Financial
54
Truist Financial
North Carolina
$642K 33,096 -412 -1%
SG
55
StoneX Group
New York
$630K 32,494 -9,926 -23%
PFS
56
Prospera Financial Services
Texas
$626K 32,271 -313 -1%
CFGS
57
Concourse Financial Group Securities
Alabama
$619K 31,897 +30,300 +1,897%
AFC
58
AFT Forsyth & Company
Florida
$616K 31,752 +31,752 New
PA
59
PSI Advisors
Florida
$593K 30,558 -3,415 -10%
KA
60
Kovack Advisors
Florida
$593K 30,603 -2,350 -7%
CA
61
CoreCap Advisors
Michigan
$586K 30,193 -4,710 -13%
PAG
62
Private Advisor Group
New Jersey
$584K 30,084 +13,946 +86%
CWG
63
Crown Wealth Group
North Carolina
$558K 28,756 -2,469 -8%
FPCG
64
Forum Private Client Group
Indiana
$542K 27,954 +27,954 New
AAS
65
Ameritas Advisory Services
Nebraska
$529K 27,292 +2,925 +12%
CAG
66
Csenge Advisory Group
Florida
$495K 25,511 -1,620 -6%
WA
67
Wambolt & Associates
Colorado
$482K 24,824 +3,432 +16%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$465K 24,000 – –
JIP
69
Jaffetilchin Investment Partners
Florida
$437K 23,687 -628,848 -96%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$431K 22,207 +111 +0.5%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$397K 20,477 +3,111 +18%
AA
72
AlphaMark Advisors
Kentucky
$376K 19,400 -13,092 -40%
GM
73
GeoWealth Management
Illinois
$366K 18,882 +2,702 +17%
WPC
74
Wedmont Private Capital
Pennsylvania
$366K 18,800 +18,800 New
ASN
75
Advisory Services Network
Georgia
$364K 18,768 -56 -0.3%
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