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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.63M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.29M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$45.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$845K 46,397 +34,949 +305%
MFG
77
Magnus Financial Group
New York
$842K 46,218 -2,868 -6%
WWM
78
Western Wealth Management
Colorado
$759K 41,638 -722 -2%
IA
79
IFP Advisors
Florida
$745K 40,911 +3,459 +9%
KPWS
80
Kestra Private Wealth Services
Texas
$709K 38,926 +18,197 +88%
FPCG
81
Forum Private Client Group
Indiana
$696K 38,206 +1,125 +3%
BRWA
82
B. Riley Wealth Advisors
Florida
$688K 40,754 +2,425 +6%
SWP
83
Stratos Wealth Partners
Ohio
$682K 37,455 +1,893 +5%
PFS
84
Prospera Financial Services
Texas
$658K 36,129 +183 +0.5%
IC
85
Inscription Capital
Texas
$600K 32,925 +32,925 New
SIA
86
Soltis Investment Advisors
Utah
$593K 34,256 +34,256 New
LNC
87
Lincoln National Corp
Pennsylvania
$550K 30,209 +390 +1%
SW
88
SlateStone Wealth
Florida
$547K 30,000 – –
HI
89
Harbour Investments
Wisconsin
$546K 29,973 -8,397 -22%
CWA
90
Clarus Wealth Advisors
Arizona
$528K 29,165 -732 -2%
CIA
91
Concurrent Investment Advisors
Florida
$527K 28,943 +11,885 +70%
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$515K 28,259 +1,950 +7%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$500K 27,435 +12,277 +81%
EH
94
Equitable Holdings
New York
$500K 27,423 +8,000 +41%
VCM
95
Virtue Capital Management
Tennessee
$464K 25,594 +5,501 +27%
PFA
96
Plotkin Financial Advisors
Maryland
$448K 24,573 +5,739 +30%
LFASL
97
Lugano Financial Advisors SA (LFA)
Switzerland
$437K 24,000 – –
PFC
98
Phocas Financial Corp
California
$402K 22,055 – –
KCFA
99
Key Client Fiduciary Advisors
New Jersey
$399K 21,921 +13 +0.1%
US Bancorp
100
US Bancorp
Minnesota
$399K 21,917 +21,917 New
2 3
4
5 6