FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.63M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.29M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$45.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
51
Walker Asset Management
Missouri
$1.64M 89,855 +1,769 +2%
EWM
52
Empirical Wealth Management
Washington
$1.58M 86,879 +1,876 +2%
VWA
53
Visionary Wealth Advisors
Illinois
$1.56M 85,713 -894 -1%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.53M 83,801 -3,819 -4%
GAA
55
Global Assets Advisory
Florida
$1.5M 27,300 +27,300 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.49M 81,969 -7,125 -8%
NA
57
NewEdge Advisors
Louisiana
$1.44M 79,004 +5,608 +8%
PGAM
58
Princeton Global Asset Management
New Jersey
$1.43M 78,587 -5,639 -7%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$1.42M 78,064 +28,520 +58%
SPC
60
Sigma Planning Corp
Michigan
$1.39M 76,414 +37,624 +97%
NFG
61
Nations Financial Group
Iowa
$1.34M 73,510 +700 +1%
SPIA
62
Steward Partners Investment Advisory
New York
$1.3M 71,393 +16,137 +29%
UCMOK
63
United Capital Management of KS
Kansas
$1.25M 68,495 -3,986 -5%
Prudential Financial
64
Prudential Financial
New Jersey
$1.09M 59,718 +59,718 New
RA
65
RFG Advisory
Alabama
$1.04M 57,031 -1,435 -2%
Comerica Bank
66
Comerica Bank
Texas
$1.03M 56,336 -6,201 -10%
TPWA
67
Twin Peaks Wealth Advisors
California
$1.02M 56,167 +6,793 +14%
AWS
68
Atria Wealth Solutions
New York
$1.01M 55,555 -7,948 -13%
AWA
69
Arkadios Wealth Advisors
Georgia
$1.01M 55,211 -2,760 -5%
KWM
70
Keebeck Wealth Management
Illinois
$1.01M 55,200 +55,200 New
SWM
71
Spire Wealth Management
Virginia
$988K 54,237 -2,360 -4%
PS
72
Principal Securities
Iowa
$934K 51,277 +50,745 +9,539%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$892K 48,948 +14,407 +42%
JIP
74
Jaffetilchin Investment Partners
Florida
$865K 47,460 -3,446 -7%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$845K 46,391 +3,707 +9%
1 2
3
4 5