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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

136 hedge funds and large institutions have $643M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
49
Reduced
37
Closed
13
Calls
$1.86M
Puts
–
Net Calls
+$1.86M
Net Calls Change
+$304K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$35.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.8M
4
MMA
4
Miracle Mile Advisors
California
$20.2M
5
CAG
5
Csenge Advisory Group
Florida
$12.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PWA
2
PCG Wealth Advisors
Kansas
$0
3
DWP
3
Destiny Wealth Partners
Florida
$0
4
CA
4
Crumly & Associates
Illinois
$0
5
QWM
5
QP Wealth Management
New Jersey
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$1.36M 76,553 +76,553 New
MML Investors Services
52
MML Investors Services
Massachusetts
$1.23M 68,979 +2,870 +4%
AAS
53
Avantax Advisory Services
Texas
$1.2M 67,310 +37,900 +129%
AWA
54
Arkadios Wealth Advisors
Georgia
$1.15M 64,846 +64,846 New
EWM
55
Empirical Wealth Management
Washington
$1.05M 59,020 +19,555 +50%
SI
56
Saxon Interests
Texas
$1.05M 58,183 +42,979 +283%
SIA
57
Soltis Investment Advisors
Utah
$956K 56,885 -41,430 -42%
TWM
58
Tradition Wealth Management
Minnesota
$909K 51,049 -13,910 -21%
CA
59
Cetera Advisors
Colorado
$881K 49,455 -2,377 -5%
NA
60
NewEdge Advisors
Louisiana
$837K 57,488 +57,488 New
GM
61
GeoWealth Management
Illinois
$812K 45,629 -9,059 -17%
BRWA
62
B. Riley Wealth Advisors
Florida
$765K 42,925 -47,131 -52%
PFS
63
Prospera Financial Services
Texas
$755K 42,407 -1,711 -4%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$724K 40,673 +14,411 +55%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$721K 40,500 +40,500 New
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$718K 40,342 -33,468 -45%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$687K 38,560 +16,615 +76%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$676K 37,936 +18,933 +100%
ATPW
69
Ashton Thomas Private Wealth
Arizona
$646K 36,257 +36,257 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$622K 34,943 +24,583 +237%
NFG
71
Nations Financial Group
Iowa
$608K 34,125 +34,125 New
RA
72
RFG Advisory
Alabama
$589K 31,336 +4,874 +18%
FPCG
73
Forum Private Client Group
Indiana
$588K 33,000 +1,024 +3%
KA
74
Kovack Advisors
Florida
$586K 32,929 -1,304 -4%
SG
75
StoneX Group
New York
$573K 32,187 +4,052 +14%
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