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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

101 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
13
Increased
35
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.6M
2
UBS Group
2
UBS Group
Switzerland
$48.3M
3
EL
3
Essex LLC
Illinois
$17.8M
4
SWM
4
Shelton Wealth Management
Texas
$4.93M
5
RJA
5
Raymond James & Associates
Florida
$11.7M

Top Sellers

1
SWM
1
Southern Wealth Management
Texas
$1.01M
2
SMF
2
Sterling Manor Financial
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$699K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFC
51
AFT Forsyth & Company
Florida
$546K 30,825 -927 -3%
FPCG
52
Forum Private Client Group
Indiana
$541K 30,507 +2,553 +9%
KA
53
Kovack Advisors
Florida
$536K 30,260 -343 -1%
CPSAC
54
Chas P. Smith & Associates (CPS)
Florida
$519K 29,285 +29,285 New
SG
55
StoneX Group
New York
$504K 28,425 -4,069 -13%
HI
56
Harbour Investments
Wisconsin
$492K 27,772 +27,772 New
RA
57
RFG Advisory
Alabama
$479K 25,971 +25,971 New
CAG
58
Csenge Advisory Group
Florida
$476K 26,870 +1,359 +5%
AAS
59
Ameritas Advisory Services
Nebraska
$459K 25,930 -1,362 -5%
WA
60
Wambolt & Associates
Colorado
$439K 24,785 -39 -0.2%
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$425K 24,000 – –
CA
62
CoreCap Advisors
Michigan
$394K 22,209 -7,984 -26%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$378K 21,350 -857 -4%
GM
64
GeoWealth Management
Illinois
$367K 20,725 +1,843 +10%
WPC
65
Wedmont Private Capital
Pennsylvania
$333K 18,800 – –
MSCM
66
McElhenny Sheffield Capital Management
Texas
$314K 17,693 – –
JCM
67
Jacobi Capital Management
Pennsylvania
$304K 17,175 -28 -0.2%
EH
68
Equitable Holdings
New York
$297K 16,784 +1,200 +8%
PAG
69
Private Advisor Group
New Jersey
$277K 15,647 -14,437 -48%
PWM
70
PRW Wealth Management
Massachusetts
$268K 15,560 +15,560 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$254K 14,358 -6,119 -30%
SMC
72
Smith, Moore & Co
Missouri
$250K 14,100 +400 +3%
CFGS
73
Concourse Financial Group Securities
Alabama
$248K 14,013 -17,884 -56%
ASN
74
Advisory Services Network
Georgia
$244K 13,759 -5,009 -27%
DWM
75
Darwin Wealth Management
Florida
$239K 13,007 +2,323 +22%
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