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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
17
Increased
82
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$27M
2
Morgan Stanley
2
Morgan Stanley
New York
$316M
3
GWM
3
Geneos Wealth Management
Colorado
$7.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$0
2
FTS
2
Fifth Third Securities
Ohio
$667K
3
SAM
3
Synergy Asset Management
Washington
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$1.21M 64,890 +182 +0.3%
UCMOK
77
United Capital Management of KS
Kansas
$1.19M 63,541 +927 +1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.18M 63,242 +28,267 +81%
NS
79
NBC Securities
Alabama
$1.17M 62,811 +62,796 +418,640%
SWP
80
Stratos Wealth Partners
Ohio
$1.1M 58,927 +2,106 +4%
BFA
81
Beacon Financial Advisory
Ohio
$1.09M 58,531 +13,335 +30%
GIA
82
Gladstone Institutional Advisory
Florida
$1.03M 54,970 +1,135 +2%
SA
83
Sovran Advisors
California
$1.02M 55,648 +6,416 +13%
SCA
84
Snowden Capital Advisors
New York
$996K 53,256 +9,199 +21%
MFG
85
Magnus Financial Group
New York
$994K 53,180 +917 +2%
PFS
86
Prospera Financial Services
Texas
$951K 50,860 +3,585 +8%
SG
87
StoneX Group
New York
$951K 50,836 +16,005 +46%
TPWA
88
Twin Peaks Wealth Advisors
California
$937K 51,549 -2,379 -4%
HAM
89
Hickory Asset Management
Ohio
$916K 48,984 +373 +0.8%
JWCA
90
J.W. Cole Advisors
Florida
$854K 45,679 -63,856 -58%
KPWS
91
Kestra Private Wealth Services
Texas
$840K 44,922 +1,115 +3%
US Bancorp
92
US Bancorp
Minnesota
$811K 43,364 +11,206 +35%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$810K 43,312 -3,099 -7%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$806K 43,183 -16,167 -27%
EH
95
Equitable Holdings
New York
$804K 42,977 -79,156 -65%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$775K 41,460 -9,012 -18%
KAS
97
Kestra Advisory Services
Texas
$746K 39,878 +15,207 +62%
AAS
98
Avantax Advisory Services
Texas
$711K 37,999 +12,470 +49%
AWA
99
Arkadios Wealth Advisors
Georgia
$707K 37,791 +1,790 +5%
FPCG
100
Forum Private Client Group
Indiana
$679K 36,311 +121 +0.3%
2 3
4
5 6