FPEI icon

First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GRP
51
Global Retirement Partners
California
$1.61M 95,565 +90,893 +1,945%
PAG
52
Private Advisor Group
New Jersey
$1.61M 95,395 +28,841 +43%
PGAM
53
Princeton Global Asset Management
New Jersey
$1.59M 94,185 +194 +0.2%
AWS
54
Atria Wealth Solutions
New York
$1.52M 90,451 -5,877 -6%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.44M 85,345 -12,644 -13%
CA
56
Cetera Advisors
Colorado
$1.4M 83,350 +38,181 +85%
EWM
57
Empirical Wealth Management
Washington
$1.29M 76,434 +12,904 +20%
GIA
58
Gladstone Institutional Advisory
Florida
$1.21M 71,775 +748 +1%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$1.16M 68,829 +7,275 +12%
WS
60
Wedbush Securities
California
$1.13M 67,096 +22,035 +49%
FAIM
61
Financial Advocates Investment Management
Washington
$1.12M 66,331 +2,163 +3%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$1.02M 60,825 +60,825 New
NFG
63
Nations Financial Group
Iowa
$1M 59,560 +12,460 +26%
DADC
64
D.A. Davidson & Co
Montana
$853K 50,631 -50,827 -50%
AIFAIM
65
American Institute for Advanced Investment Management
Arizona
$814K 48,327 -18,289 -27%
RA
66
RFG Advisory
Alabama
$789K 46,806 +11,875 +34%
TWM
67
Tradition Wealth Management
Minnesota
$786K 46,661 -2,541 -5%
SWM
68
Spire Wealth Management
Virginia
$783K 46,481 +46,388 +49,880%
HI
69
Harbour Investments
Wisconsin
$782K 46,407 -24,991 -35%
SWP
70
Stratos Wealth Partners
Ohio
$772K 45,810 +2,184 +5%
NA
71
NewEdge Advisors
Louisiana
$767K 45,536 -16,243 -26%
GM
72
GeoWealth Management
Illinois
$742K 43,998 +15,455 +54%
BRWA
73
B. Riley Wealth Advisors
Florida
$724K 42,944 +10 +0%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$711K 42,211 -305 -0.7%
IA
75
IFP Advisors
Florida
$691K 40,997 +2,754 +7%