FPEI icon

First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $643M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
49
Reduced
37
Closed
13
Calls
$1.86M
Puts
Net Calls
+$1.86M
Net Calls Change
+$304K
Name Market Value Shares Shares
Change
Shares
Change %
IFS
101
Ifrah Financial Services
Arkansas
$254K 14,260 +14,260 New
FHC
102
First Heartland Consultants
Missouri
$252K 14,141 +15 +0.1%
SMC
103
Smith, Moore & Co
Missouri
$251K 14,100
GIP
104
Greatmark Investment Partners
Georgia
$229K 12,875
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$226K 12,680 -4,020 -24%
CWM
106
Castle Wealth Management
Florida
$218K 12,243 +12,243 New
SWP
107
Summit Wealth Partners
Florida
$197K 11,056 +11,056 New
KAS
108
Kestra Advisory Services
Texas
$196K 11,005 -2,316 -17%
CW
109
CreativeOne Wealth
Kansas
$189K 10,620 +10,620 New
BFS
110
Bickling Financial Services
Massachusetts
$183K 10,272 +10,272 New
USCWA
111
U.S. Capital Wealth Advisors
Texas
$171K 9,600 +9,600 New
AWM
112
Accel Wealth Management
Iowa
$147K 8,278 -1,623 -16%
GWM
113
Geneos Wealth Management
Colorado
$146K 8,182 +5,911 +260%
PTC
114
Private Trust Company
Ohio
$144K 8,070 +8,070 New
Wells Fargo
115
Wells Fargo
California
$142K 7,954 +6,036 +315%
CA
116
CoreCap Advisors
Michigan
$129K 7,248 +7,248 New
CIAS
117
Capital Investment Advisory Services
North Carolina
$120K 6,737 -1,251 -16%
CFGS
118
Concourse Financial Group Securities
Alabama
$87.9K 4,933 +2,603 +112%
GRP
119
Global Retirement Partners
California
$82.8K 4,652 +3,797 +444%
RCM
120
Raleigh Capital Management
North Carolina
$51.1K 2,869 -95 -3%
FHA
121
First Horizon Advisors
Tennessee
$48.4K 2,715
AA
122
AlphaMark Advisors
Kentucky
$45K 2,500
MCC
123
Money Concepts Capital
Florida
$40.2K 2,256 +2,037 +930%
SCA
124
Stonebridge Capital Advisors
Minnesota
$35.6K 2,000 +2,000 New
AF
125
Advisornet Financial
Minnesota
$35.6K 2,000 +2,000 New