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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$286M
2
NA
2
NewEdge Advisors
Louisiana
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$152M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$2.36M
2
TA
2
TKG Advisors
Indiana
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55.9M
4
WA
4
Win Advisors
Florida
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$953K 49,976 -2,970 -6%
RA
77
RFG Advisory
Alabama
$924K 48,431 -4,590 -9%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$874K 45,854 +18,027 +65%
JIP
79
Jaffetilchin Investment Partners
Florida
$858K 44,969 +537 +1%
MFG
80
Magnus Financial Group
New York
$841K 44,125 -2,640 -6%
PFS
81
Prospera Financial Services
Texas
$817K 42,842 +1,556 +4%
Mirae Asset Global Investments
82
Mirae Asset Global Investments
South Korea
$799K 42,000 +24,508 +140%
BRWA
83
B. Riley Wealth Advisors
Florida
$760K 39,905 -6,040 -13%
FPCG
84
Forum Private Client Group
Indiana
$724K 37,978 +157 +0.4%
AWA
85
Arkadios Wealth Advisors
Georgia
$716K 37,541 -13,785 -27%
IC
86
Inscription Capital
Texas
$672K 35,217 +2,085 +6%
Mariner
87
Mariner
Kansas
$659K 34,534 – –
SCA
88
Snowden Capital Advisors
New York
$650K 34,092 +19,840 +139%
MW
89
Maia Wealth
Colorado
$649K 34,446 -13,824 -29%
BFA
90
Beacon Financial Advisory
Ohio
$628K 32,935 +8,586 +35%
US Bancorp
91
US Bancorp
Minnesota
$614K 32,171 +11,053 +52%
SW
92
SlateStone Wealth
Florida
$572K 30,000 – –
SF
93
Synovus Financial
Georgia
$569K 29,836 +10,361 +53%
CWA
94
Clarus Wealth Advisors
Arizona
$566K 29,944 -192 -0.6%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$564K 29,590 +1,331 +5%
AWS
96
Atria Wealth Solutions
New York
$532K 27,873 +16,689 +149%
KAS
97
Kestra Advisory Services
Texas
$521K 27,332 +11,563 +73%
KA
98
Kovack Advisors
Florida
$521K 27,331 -3,975 -13%
SWM
99
Spire Wealth Management
Virginia
$506K 26,538 -719 -3%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$494K 25,896 +5,693 +28%
2 3
4
5 6