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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$29.7M
4
LPL Financial
4
LPL Financial
California
$65.8M
5
UBS Group
5
UBS Group
Switzerland
$156M

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$8.28M
2
Bank of America
2
Bank of America
North Carolina
$84M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.84M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$261M
5
CBB
5
Citizens Business Bank
California
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PTP
76
Platform Technology Partners
New York
$1.22M 65,455 -21,334 -25%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$1.21M 64,708 +11,784 +22%
IAA
78
Independent Advisor Alliance
North Carolina
$1.19M 63,809 +63,809 New
UCMOK
79
United Capital Management of KS
Kansas
$1.17M 62,614 +3,883 +7%
PNC
80
Park National Corp
Ohio
$1.14M 60,980 +48,580 +392%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$1.11M 59,350 +17,350 +41%
SWP
82
Stratos Wealth Partners
Ohio
$1.06M 56,821 +656 +1%
TPWA
83
Twin Peaks Wealth Advisors
California
$1.01M 53,928 +611 +1%
GIA
84
Gladstone Institutional Advisory
Florida
$1.01M 53,835 +575 +1%
MFG
85
Magnus Financial Group
New York
$977K 52,263 +8,138 +18%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$944K 50,472 -25,818 -34%
SA
87
Sovran Advisors
California
$914K 49,232 +49,232 New
HAM
88
Hickory Asset Management
Ohio
$909K 48,611 +48,611 New
PFS
89
Prospera Financial Services
Texas
$884K 47,275 +4,433 +10%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$868K 46,411 -5,695 -11%
BFA
91
Beacon Financial Advisory
Ohio
$845K 45,196 +12,261 +37%
VFG
92
Victory Financial Group
Texas
$840K 44,919 +44,919 New
SCA
93
Snowden Capital Advisors
New York
$824K 44,057 +9,965 +29%
KPWS
94
Kestra Private Wealth Services
Texas
$819K 43,807 -6,169 -12%
MML Investors Services
95
MML Investors Services
Massachusetts
$818K 43,755 +27,414 +168%
SF
96
Synovus Financial
Georgia
$691K 36,944 +7,108 +24%
FPCG
97
Forum Private Client Group
Indiana
$677K 36,190 -1,788 -5%
AWA
98
Arkadios Wealth Advisors
Georgia
$673K 36,001 -1,540 -4%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$654K 34,975 +12,333 +54%
SG
100
StoneX Group
New York
$651K 34,831 +34,831 New
2 3
4
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