FPEI icon

First Trust Institutional Preferred Securities and Income ETF

109 hedge funds and large institutions have $383M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
22
Increased
40
Reduced
33
Closed
13
Calls
$1.55M
Puts
Net Calls
+$1.55M
Net Calls Change
+$1.55M
Name Market Value Shares Shares
Change
Shares
Change %
EH
76
Equitable Holdings
New York
$293K 17,109 +325 +2%
VCM
77
Virtue Capital Management
Tennessee
$291K 16,986 +16,986 New
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$286K 16,700 -22,735 -58%
WIP
79
WealthCare Investment Partners
Rhode Island
$268K 15,617 +3,458 +28%
SI
80
Saxon Interests
Texas
$264K 15,204 +15,204 New
SMC
81
Smith, Moore & Co
Missouri
$242K 14,100
KAS
82
Kestra Advisory Services
Texas
$228K 13,321 +13,321 New
DWM
83
Darwin Wealth Management
Florida
$224K 13,007
GIP
84
Greatmark Investment Partners
Georgia
$221K 12,875
PAG
85
Private Advisor Group
New Jersey
$208K 12,119 -3,528 -23%
CAG
86
Csenge Advisory Group
Florida
$195K 11,380 -15,490 -58%
CAN
87
Cetera Advisor Networks
California
$195K 11,345 -1,285 -10%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$178K 10,360 -417 -4%
AWM
89
Accel Wealth Management
Iowa
$172K 9,901 -273 -3%
CIAS
90
Capital Investment Advisory Services
North Carolina
$137K 7,988 +75 +0.9%
CF
91
Centaurus Financial
California
$100K 5,827 +5,827 New
RCM
92
Raleigh Capital Management
North Carolina
$51K 2,964 -448 -13%
CAL
93
Capital Analysts LLC
Pennsylvania
$50K 2,928 +2,874 +5,322%
FHA
94
First Horizon Advisors
Tennessee
$46K 2,715
AA
95
AlphaMark Advisors
Kentucky
$43K 2,500
CFGS
96
Concourse Financial Group Securities
Alabama
$40K 2,330 -11,683 -83%
GWM
97
Geneos Wealth Management
Colorado
$38K 2,271 +1,637 +258%
Wells Fargo
98
Wells Fargo
California
$33K 1,918 +854 +80%
SIS
99
Sound Income Strategies
Florida
$29K 1,709
TFA
100
Toth Financial Advisory
Virginia
$26K 1,491 +13 +0.9%