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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $1.11B invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 8 closing their positions.

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
30
Increased
47
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$419M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$36.2M
3
GCIM
3
Gunn & Company Investment Management
Florida
$36.2M
4
Bank of America
4
Bank of America
North Carolina
$74.5M
5
Jane Street
5
Jane Street
New York
$19.1M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$17.7M
2
SA
2
Stonebridge Advisors
Connecticut
$179K
3
MFG
3
Magnus Financial Group
New York
$875K
4
CCIA
4
Cherry Creek Investment Advisors
Colorado
$0
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$683K 38,329 -2,425 -6%
IA
77
IFP Advisors
Florida
$668K 37,452 -14,818 -28%
FPCG
78
Forum Private Client Group
Indiana
$661K 37,081 +37,081 New
PFS
79
Prospera Financial Services
Texas
$641K 35,946 +2,082 +6%
SWP
80
Stratos Wealth Partners
Ohio
$634K 35,562 -12,186 -26%
DADC
81
D.A. Davidson & Co
Montana
$623K 34,961 -351 -1%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$616K 34,541 +14,247 +70%
MML Investors Services
83
MML Investors Services
Massachusetts
$607K 34,016 -62,261 -65%
GM
84
GeoWealth Management
Illinois
$587K 32,980 -4,392 -12%
SW
85
SlateStone Wealth
Florida
$535K 30,000 – –
CWA
86
Clarus Wealth Advisors
Arizona
$534K 29,897 +29,897 New
LNC
87
Lincoln National Corp
Pennsylvania
$532K 29,819 +402 +1%
MOS
88
MGO One Seven
Ohio
$507K 28,443 +28,443 New
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$469K 26,309 +9 +0%
LFASL
90
Lugano Financial Advisors SA (LFA)
Switzerland
$428K 24,000 – –
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$422K 23,687 +4,895 +26%
AAS
92
Avantax Advisory Services
Texas
$393K 22,056 +1,761 +9%
PFC
93
Phocas Financial Corp
California
$393K 22,055 -151,865 -87%
KCFA
94
Key Client Fiduciary Advisors
New Jersey
$391K 21,908 +11 +0.1%
AFC
95
AFT Forsyth & Company
Florida
$390K 21,872 -4,732 -18%
KPWS
96
Kestra Private Wealth Services
Texas
$370K 20,729 +1,218 +6%
VCM
97
Virtue Capital Management
Tennessee
$356K 20,093 +2,145 +12%
EH
98
Equitable Holdings
New York
$346K 19,423 -11,568 -37%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$336K 18,827 -2,638 -12%
PFA
100
Plotkin Financial Advisors
Maryland
$336K 18,834 +18,834 New
2 3
4
5 6