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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

178 hedge funds and large institutions have $1.25B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
16
Increased
65
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82.8M
2
AAS
Annex Advisory Services
Wisconsin
$16M
3
CFG
Citizens Financial Group
Rhode Island
$18.1M
4
Raymond James Financial
Raymond James Financial
Florida
$38.1M
5
PFS
Prospera Financial Services
Texas
$5.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$293M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.06M
3
CBB
Citizens Business Bank
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.1M
5
Bank of America
Bank of America
North Carolina
$82.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Winebrenner Capital Management
Kentucky
$2.3M -$22K -1,160 -1%
SPI
52
Sutton Place Investors
New York
$2.27M +$69.7K +3,669 +3%
Renaissance Technologies
53
Renaissance Technologies
New York
$2.2M -$1.51M -79,396 -41%
Comerica Bank
54
Comerica Bank
Texas
$2.18M +$451K +23,755 +26%
KWM
55
Keebeck Wealth Management
Illinois
$2.08M – – –
FAIM
56
Financial Advocates Investment Management
Washington
$2.04M -$17.1K -899 -0.8%
IA
57
Integrity Alliance
Iowa
$1.94M -$3.42M -179,936 -64%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$1.94M +$4.69K +247 +0.2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.87M +$266K +13,997 +17%
WAM
60
Walker Asset Management
Missouri
$1.56M +$209 +11 +0%
SPIA
61
Steward Partners Investment Advisory
New York
$1.55M -$9.78K -515 -0.6%
PNC
62
Park National Corp
Ohio
$1.51M +$228K +12,015 +18%
LWM
63
Lakeridge Wealth Management
Ohio
$1.51M +$33.5K +1,762 +2%
ATPW
64
Ashton Thomas Private Wealth
Arizona
$1.48M +$247K +12,983 +20%
NFG
65
Nations Financial Group
Iowa
$1.43M +$24.6K +1,293 +2%
FIM
66
FWL Investment Management
Texas
$1.38M -$9.86K -519 -0.7%
NS
67
NBC Securities
Alabama
$1.36M +$170K +8,948 +14%
BFA
68
Beacon Financial Advisory
Ohio
$1.33M +$221K +11,632 +20%
PGAM
69
Princeton Global Asset Management
New Jersey
$1.32M +$4.16K +219 +0.3%
EWM
70
Empirical Wealth Management
Washington
$1.29M -$80.3K -4,230 -6%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$1.28M +$596K +31,389 +88%
PAS
72
Park Avenue Securities
New York
$1.26M -$941K -49,525 -43%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.26M +$61.5K +3,236 +5%
SPC
74
Sigma Planning Corp
Michigan
$1.25M -$143K -7,504 -10%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$1.24M +$696K +36,662 +128%
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