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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

142 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBB
1
Citizens Business Bank
California
$18.4M
2
LPL Financial
2
LPL Financial
California
$32.5M
3
UBS Group
3
UBS Group
Switzerland
$61.1M
4
MMA
4
Miracle Mile Advisors
California
$25.5M
5
Jane Street
5
Jane Street
New York
$5.35M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$3.98M
3
AWE
3
Avidian Wealth Enterprises
Texas
$249K
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
SA
5
Stonebridge Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
101
Saxon Interests
Texas
$275K 16,422 -41,761 -72%
JCM
102
Jacobi Capital Management
Pennsylvania
$268K 15,977 -361 -2%
KWA
103
KCS Wealth Advisory
California
$266K 15,857 +15,857 New
BWM
104
BlackDiamond Wealth Management
New York
$254K 15,148 +15,148 New
AWE
105
Avidian Wealth Enterprises
Texas
$249K 14,846 -319,907 -96%
GWM
106
Geneos Wealth Management
Colorado
$245K 14,607 +6,425 +79%
WEG
107
World Equity Group
Illinois
$245K 2,906 +2,906 New
VCM
108
Virtue Capital Management
Tennessee
$241K 14,376 -2,542 -15%
IFS
109
Ifrah Financial Services
Arkansas
$236K 14,101 -159 -1%
SMC
110
Smith, Moore & Co
Missouri
$236K 14,100 – –
SWP
111
Summit Wealth Partners
Florida
$222K 13,270 +2,214 +20%
SMF
112
Sterling Manor Financial
New York
$216K 12,914 +12,914 New
GIP
113
Greatmark Investment Partners
Georgia
$216K 12,875 – –
CWM
114
Castle Wealth Management
Florida
$209K 12,494 +251 +2%
T
115
TRUADVICE
Florida
$202K 11,965 +11,965 New
KAS
116
Kestra Advisory Services
Texas
$194K 11,605 +600 +5%
WIP
117
WealthCare Investment Partners
Rhode Island
$186K 11,095 -9,610 -46%
Wells Fargo
118
Wells Fargo
California
$184K 11,007 +3,053 +38%
SWM
119
Southern Wealth Management
Texas
$178K 10,627 -14,404 -58%
AWM
120
Accel Wealth Management
Iowa
$140K 8,341 +63 +0.8%
PTC
121
Private Trust Company
Ohio
$135K 8,070 – –
CWA
122
Core Wealth Advisors
Florida
$108K 6,438 +6,438 New
CFGS
123
Concourse Financial Group Securities
Alabama
$82.7K 4,938 +5 +0.1%
GRP
124
Global Retirement Partners
California
$77.5K 4,672 +20 +0.4%
RCM
125
Raleigh Capital Management
North Carolina
$52.4K 3,130 +261 +9%
3 4
5
6 7