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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$286M
2
NA
2
NewEdge Advisors
Louisiana
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$152M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$2.36M
2
TA
2
TKG Advisors
Indiana
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55.9M
4
WA
4
Win Advisors
Florida
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$1.98M 103,805 +24,555 +31%
FAIM
52
Financial Advocates Investment Management
Washington
$1.95M 102,221 -15,127 -13%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.87M 97,910 -15,192 -13%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$1.69M 29,516 +29,516 New
PTP
55
Platform Technology Partners
New York
$1.66M 86,789 -3,026 -3%
WWM
56
Western Wealth Management
Colorado
$1.62M 85,065 +40,283 +90%
WAM
57
Walker Asset Management
Missouri
$1.57M 82,390 -7,465 -8%
EWM
58
Empirical Wealth Management
Washington
$1.53M 80,469 -1,550 -2%
PGAM
59
Princeton Global Asset Management
New Jersey
$1.49M 78,180 +168 +0.2%
Jane Street
60
Jane Street
New York
$1.47M 76,998 +76,998 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$1.45M 76,290 -12,129 -14%
SPIA
62
Steward Partners Investment Advisory
New York
$1.43M 74,916 +3,274 +5%
SPC
63
Sigma Planning Corp
Michigan
$1.42M 74,546 -544 -0.7%
Comerica Bank
64
Comerica Bank
Texas
$1.41M 73,830 +17,933 +32%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.41M 73,791 +1,501 +2%
LWM
66
Lakeridge Wealth Management
Ohio
$1.37M 71,771 -278 -0.4%
FIM
67
FWL Investment Management
Texas
$1.36M 71,541 +69,196 +2,951%
NFG
68
Nations Financial Group
Iowa
$1.36M 71,155 -3,230 -4%
PAS
69
Park Avenue Securities
New York
$1.25M 65,692 +13,720 +26%
UCMOK
70
United Capital Management of KS
Kansas
$1.12M 58,731 -4,452 -7%
SWP
71
Stratos Wealth Partners
Ohio
$1.07M 56,165 +6,581 +13%
TPWA
72
Twin Peaks Wealth Advisors
California
$1.02M 53,317 -7,642 -13%
GIA
73
Gladstone Institutional Advisory
Florida
$1.02M 53,260 -77 -0.1%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$1.01M 52,924 +3,263 +7%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$994K 52,106 +641 +1%
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