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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

142 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBB
1
Citizens Business Bank
California
$18.4M
2
LPL Financial
2
LPL Financial
California
$32.5M
3
UBS Group
3
UBS Group
Switzerland
$61.1M
4
MMA
4
Miracle Mile Advisors
California
$25.5M
5
Jane Street
5
Jane Street
New York
$5.35M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$3.98M
3
AWE
3
Avidian Wealth Enterprises
Texas
$249K
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
SA
5
Stonebridge Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$705K 42,097 +3,537 +9%
CAN
77
Cetera Advisor Networks
California
$658K 39,283 +10,581 +37%
SPIA
78
Steward Partners Investment Advisory
New York
$642K 38,329 +38,058 +14,044%
RA
79
RFG Advisory
Alabama
$585K 34,931 +3,595 +11%
FPCG
80
Forum Private Client Group
Indiana
$560K 33,451 +451 +1%
CWA
81
Clarus Wealth Advisors
Arizona
$557K 33,372 +33,372 New
KA
82
Kovack Advisors
Florida
$551K 32,902 -27 -0.1%
FCM
83
Family Capital Management
Michigan
$512K 30,548 – –
WWM
84
Wagner Wealth Management
South Carolina
$506K 30,194 +24 +0.1%
SW
85
SlateStone Wealth
Florida
$502K 30,000 +30,000 New
LNC
86
Lincoln National Corp
Pennsylvania
$499K 29,784 +1,599 +6%
AFC
87
AFT Forsyth & Company
Florida
$479K 28,586 +942 +3%
GM
88
GeoWealth Management
Illinois
$477K 28,543 -17,086 -37%
FIC
89
Family Investment Center
Missouri
$417K 24,880 +1,252 +5%
EH
90
Equitable Holdings
New York
$412K 24,605 +4,863 +25%
LFASL
91
Lugano Financial Advisors SA (LFA)
Switzerland
$402K 24,000 – –
AAS
92
Ameritas Advisory Services
Nebraska
$401K 23,945 -3,478 -13%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$382K 22,810 +1,901 +9%
MA
94
Mutual Advisors
Nebraska
$374K 22,349 +22,349 New
WA
95
Wambolt & Associates
Colorado
$368K 21,889 -1,316 -6%
KCFA
96
Key Client Fiduciary Advisors
New Jersey
$366K 21,876 -3,450 -14%
JIP
97
Jaffetilchin Investment Partners
Florida
$358K 21,346 -5,978 -22%
KPWS
98
Kestra Private Wealth Services
Texas
$354K 21,127 +4,437 +27%
MSCM
99
McElhenny Sheffield Capital Management
Texas
$296K 17,693 – –
WWM
100
Western Wealth Management
Colorado
$285K 17,016 +17,016 New
2 3
4
5 6