FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$38.9M
2
CFG
2
Citizens Financial Group
Rhode Island
$8.2M
3
LPL Financial
3
LPL Financial
California
$52.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
EH
5
Equitable Holdings
New York
$2.46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.67M
2
MMA
2
Miracle Mile Advisors
California
$3.03M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.08M
4
GSC
4
G&S Capital
Colorado
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.42M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
51
Keebeck Wealth Management
Illinois
$1.52M 82,600 +27,400 +50%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.52M 82,488 -1,313 -2%
EWM
53
Empirical Wealth Management
Washington
$1.51M 82,019 -4,860 -6%
NA
54
NewEdge Advisors
Louisiana
$1.46M 79,641 +637 +0.8%
JWCA
55
J.W. Cole Advisors
Florida
$1.46M 79,250 +79,250 New
PGAM
56
Princeton Global Asset Management
New Jersey
$1.43M 78,012 -575 -0.7%
SPC
57
Sigma Planning Corp
Michigan
$1.38M 75,090 -1,324 -2%
Prudential Financial
58
Prudential Financial
New Jersey
$1.37M 74,497 +14,779 +25%
NFG
59
Nations Financial Group
Iowa
$1.37M 74,385 +875 +1%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.33M 72,290 -78,111 -52%
LWM
61
Lakeridge Wealth Management
Ohio
$1.32M 72,049 +72,049 New
PS
62
Principal Securities
Iowa
$1.32M 71,708 +20,431 +40%
SPIA
63
Steward Partners Investment Advisory
New York
$1.32M 71,642 +249 +0.3%
UCMOK
64
United Capital Management of KS
Kansas
$1.16M 63,183 -5,312 -8%
WA
65
Win Advisors
Florida
$1.15M 62,791 +62,791 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1.15M 62,567 +13,619 +28%
TPWA
67
Twin Peaks Wealth Advisors
California
$1.12M 60,959 +4,792 +9%
Comerica Bank
68
Comerica Bank
Texas
$1.03M 55,897 -439 -0.8%
GIA
69
Gladstone Institutional Advisory
Florida
$980K 53,337 +53,337 New
RA
70
RFG Advisory
Alabama
$974K 53,021 -4,010 -7%
KPWS
71
Kestra Private Wealth Services
Texas
$973K 52,946 +14,020 +36%
PAS
72
Park Avenue Securities
New York
$955K 51,972 +5,575 +12%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$945K 51,465 -30,504 -37%
AWA
74
Arkadios Wealth Advisors
Georgia
$943K 51,326 -3,885 -7%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$912K 49,661 +3,270 +7%
1 2
3
4 5