We are live on ! Find out more
FPEI icon

First Trust Institutional Preferred Securities and Income ETF

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

8% more funds holding

Funds holding: 154166 (+12)

1.94% more ownership

Funds ownership: 71.78%73.73% (+1.9%)

2% more capital invested

Capital invested by funds: $927M → $947M (+$20.6M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$911K +$221K +12,129 +32%
MW
77
Maia Wealth
Colorado
$896K +$879K +48,270 New
MFG
78
Magnus Financial Group
New York
$859K +$9.96K +547 +1%
BRWA
79
B. Riley Wealth Advisors
Florida
$844K +$94.5K +5,191 +13%
IGWM
80
ICA Group Wealth Management
Colorado
$841K -$953K -52,319 -53%
WWM
81
Western Wealth Management
Colorado
$823K +$57.3K +3,144 +8%
JIP
82
Jaffetilchin Investment Partners
Florida
$816K -$55.1K -3,028 -6%
IA
83
IFP Advisors
Florida
$760K +$8.27K +454 +1%
PFS
84
Prospera Financial Services
Texas
$758K +$93.9K +5,157 +14%
FPCG
85
Forum Private Client Group
Indiana
$695K -$7.01K -385 -1%
Mariner
86
Mariner
Kansas
$634K +$629K +34,534 New
IC
87
Inscription Capital
Texas
$609K +$3.77K +207 +0.6%
CIA
88
Concurrent Investment Advisors
Florida
$582K +$49.8K +2,735 +9%
KA
89
Kovack Advisors
Florida
$575K +$570K +31,306 New
CWA
90
Clarus Wealth Advisors
Arizona
$556K +$17.7K +971 +3%
SW
91
SlateStone Wealth
Florida
$551K
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$519K
SA
93
Sanctuary Advisors
Indiana
$514K +$521K +28,610 New
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$511K +$7.14K +392 +1%
SWM
95
Spire Wealth Management
Virginia
$501K -$491K -26,980 -50%
PFA
96
Plotkin Financial Advisors
Maryland
$490K +$38.2K +2,100 +9%
VCM
97
Virtue Capital Management
Tennessee
$451K -$22.1K -1,214 -5%
BFA
98
Beacon Financial Advisory
Ohio
$447K +$443K +24,349 New
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
$441K
HI
100
Harbour Investments
Wisconsin
$406K -$144K -7,892 -26%