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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.7M
3
LPL Financial
3
LPL Financial
California
$65.8M
4
UBS Group
4
UBS Group
Switzerland
$156M
5
SA
5
Stonebridge Advisors
Connecticut
$6.87M

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$8.28M
2
Bank of America
2
Bank of America
North Carolina
$84M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.84M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$261M
5
CBB
5
Citizens Business Bank
California
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$2.28M 122,133 -26,082 -18%
VW
52
Veridan Wealth
Oregon
$2.23M 119,204 +119,204 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.2M 117,606 +19,696 +20%
SPI
54
Sutton Place Investors
New York
$2.17M 115,978 +983 +0.9%
KWM
55
Keebeck Wealth Management
Illinois
$2.05M 109,750 – –
FAIM
56
Financial Advocates Investment Management
Washington
$2.05M 109,639 +7,418 +7%
JWCA
57
J.W. Cole Advisors
Florida
$2.05M 109,535 +5,730 +6%
IA
58
Integrity Alliance
Iowa
$1.99M 106,269 +106,269 New
RA
59
RFG Advisory
Alabama
$1.78M 95,397 +46,966 +97%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$1.75M 93,700 +64,184 +217%
AAS
61
Asset Allocation Strategies
Michigan
$1.73M 97,219 +97,219 New
WWM
62
Western Wealth Management
Colorado
$1.67M 89,105 +4,040 +5%
PAS
63
Park Avenue Securities
New York
$1.62M 86,415 +20,723 +32%
WAM
64
Walker Asset Management
Missouri
$1.56M 83,390 +1,000 +1%
SPIA
65
Steward Partners Investment Advisory
New York
$1.51M 80,990 +6,074 +8%
EWM
66
Empirical Wealth Management
Washington
$1.51M 80,547 +78 +0.1%
PGAM
67
Princeton Global Asset Management
New Jersey
$1.46M 78,137 -43 -0.1%
SPC
68
Sigma Planning Corp
Michigan
$1.44M 76,889 +2,343 +3%
Comerica Bank
69
Comerica Bank
Texas
$1.42M 75,817 +1,987 +3%
LWM
70
Lakeridge Wealth Management
Ohio
$1.4M 75,074 +3,303 +5%
FIM
71
FWL Investment Management
Texas
$1.4M 74,829 +3,288 +5%
JIP
72
Jaffetilchin Investment Partners
Florida
$1.39M 74,458 +29,489 +66%
NFG
73
Nations Financial Group
Iowa
$1.38M 73,690 +2,535 +4%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$1.32M 70,342 +24,488 +53%
ML
75
McAdam LLC
Pennsylvania
$1.3M 69,732 +52,413 +303%
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