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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
17
Increased
82
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$27M
2
Morgan Stanley
2
Morgan Stanley
New York
$316M
3
GWM
3
Geneos Wealth Management
Colorado
$7.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$0
2
FTS
2
Fifth Third Securities
Ohio
$667K
3
SAM
3
Synergy Asset Management
Washington
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
VW
51
Veridan Wealth
Oregon
$2.3M 123,022 +3,818 +3%
WCM
52
Winebrenner Capital Management
Kentucky
$2.28M 122,074 -168 -0.1%
PAS
53
Park Avenue Securities
New York
$2.17M 116,024 +29,609 +34%
SPI
54
Sutton Place Investors
New York
$2.17M 115,978 – –
KWM
55
Keebeck Wealth Management
Illinois
$2.05M 109,750 – –
FAIM
56
Financial Advocates Investment Management
Washington
$2.02M 108,260 -1,379 -1%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$1.9M 101,718 +8,018 +9%
ML
58
McAdam LLC
Pennsylvania
$1.81M 96,962 +27,230 +39%
Comerica Bank
59
Comerica Bank
Texas
$1.7M 90,920 +15,103 +20%
WWM
60
Western Wealth Management
Colorado
$1.69M 90,197 +1,092 +1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.58M 84,300 -33,306 -28%
SPIA
62
Steward Partners Investment Advisory
New York
$1.54M 82,323 +1,333 +2%
WAM
63
Walker Asset Management
Missouri
$1.54M 82,200 -1,190 -1%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$1.47M 78,749 +8,407 +12%
P
65
&Partners
Tennessee
$1.46M 78,510 -54,821 -41%
LWM
66
Lakeridge Wealth Management
Ohio
$1.45M 77,552 +2,478 +3%
JIP
67
Jaffetilchin Investment Partners
Florida
$1.4M 74,762 +304 +0.4%
NFG
68
Nations Financial Group
Iowa
$1.39M 74,185 +495 +0.7%
VWA
69
Visionary Wealth Advisors
Illinois
$1.38M 73,729 +73,729 New
SPC
70
Sigma Planning Corp
Michigan
$1.37M 73,248 -3,641 -5%
FIM
71
FWL Investment Management
Texas
$1.37M 73,024 -1,805 -2%
EWM
72
Empirical Wealth Management
Washington
$1.35M 72,097 -8,450 -10%
PTP
73
Platform Technology Partners
New York
$1.31M 70,225 +4,770 +7%
PGAM
74
Princeton Global Asset Management
New Jersey
$1.3M 69,339 -8,798 -11%
PNC
75
Park National Corp
Ohio
$1.26M 67,555 +6,575 +11%
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