FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

142 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBB
1
Citizens Business Bank
California
$18.4M
2
LPL Financial
2
LPL Financial
California
$32.5M
3
UBS Group
3
UBS Group
Switzerland
$61.1M
4
MMA
4
Miracle Mile Advisors
California
$25.5M
5
Jane Street
5
Jane Street
New York
$5.35M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$3.98M
3
AWE
3
Avidian Wealth Enterprises
Texas
$249K
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
SA
5
Stonebridge Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$1.57M 93,991 +521 +0.6%
KFI
52
Key Financial Inc
Pennsylvania
$1.54M 91,985 +91,985 New
SPC
53
Sigma Planning Corp
Michigan
$1.42M 84,620 +84,620 New
AAS
54
Avantax Advisory Services
Texas
$1.31M 78,101 +10,791 +16%
HI
55
Harbour Investments
Wisconsin
$1.2M 71,398 -66,394 -48%
GIA
56
Gladstone Institutional Advisory
Florida
$1.19M 71,027 -5,526 -7%
PAG
57
Private Advisor Group
New Jersey
$1.11M 66,554 +8,840 +15%
AIFAIM
58
American Institute for Advanced Investment Management
Arizona
$1.09M 66,616 -28,612 -30%
FAIM
59
Financial Advocates Investment Management
Washington
$1.07M 64,168 +64,168 New
EWM
60
Empirical Wealth Management
Washington
$1.06M 63,530 +4,510 +8%
NA
61
NewEdge Advisors
Louisiana
$1.03M 61,779 +4,291 +7%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$1.03M 61,554 +23,618 +62%
RA
63
RiverTree Advisors
Florida
$974K 58,152 +58,152 New
SIA
64
Soltis Investment Advisors
Utah
$853K 53,433 -3,452 -6%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$829K 49,472 +8,972 +22%
TWM
66
Tradition Wealth Management
Minnesota
$824K 49,202 -1,847 -4%
NFG
67
Nations Financial Group
Iowa
$789K 47,100 +12,975 +38%
CA
68
Cetera Advisors
Colorado
$757K 45,169 -4,286 -9%
WS
69
Wedbush Securities
California
$755K 45,061 +45,061 New
PFS
70
Prospera Financial Services
Texas
$743K 44,333 +1,926 +5%
IA
71
IFP Advisors
Florida
$733K 38,243 -52,998 -58%
SWP
72
Stratos Wealth Partners
Ohio
$731K 43,626 -40,529 -48%
BRWA
73
B. Riley Wealth Advisors
Florida
$719K 42,934 +9 +0%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$715K 42,704 +7,761 +22%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$712K 42,516 +6,259 +17%
1 2
3
4 5