FPEI icon

First Trust Institutional Preferred Securities and Income ETF

136 hedge funds and large institutions have $708M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
16
Increased
58
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
101
Wambolt & Associates
Colorado
$359K 21,300 -589 -3%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$355K 21,085 +21,085 New
SCA
103
Snowden Capital Advisors
New York
$336K 19,931 -235,007 -92%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$335K 19,863 -2,947 -13%
KPWS
105
Kestra Private Wealth Services
Texas
$325K 19,268 -1,859 -9%
JCM
106
Jacobi Capital Management
Pennsylvania
$322K 19,138 +3,161 +20%
CAG
107
Csenge Advisory Group
Florida
$314K 18,624 -873,647 -98%
VCM
108
Virtue Capital Management
Tennessee
$304K 17,948 +3,572 +25%
MSCM
109
McElhenny Sheffield Capital Management
Texas
$298K 17,693
KWA
110
Kingswood Wealth Advisors
California
$297K 17,600 +17,600 New
OMC
111
Old Mission Capital
Illinois
$283K 16,774 +16,774 New
SMC
112
Smith, Moore & Co
Missouri
$278K 16,500 +2,400 +17%
MA
113
Mutual Advisors
Nebraska
$250K 14,863 -7,486 -33%
KWA
114
KCS Wealth Advisory
California
$249K 14,787 -1,070 -7%
BWM
115
BlackDiamond Wealth Management
New York
$232K 13,538 -1,610 -11%
GIP
116
Greatmark Investment Partners
Georgia
$217K 12,875
CWM
117
Castle Wealth Management
Florida
$213K 12,614 +120 +1%
T
118
TRUADVICE
Florida
$194K 11,295 -670 -6%
Wells Fargo
119
Wells Fargo
California
$187K 11,100 +93 +0.8%
CW
120
CreativeOne Wealth
Kansas
$170K 10,112 +10,112 New
PTC
121
Private Trust Company
Ohio
$162K 9,620 +1,550 +19%
CFGS
122
Concourse Financial Group Securities
Alabama
$75.8K 4,497 -441 -9%
PAG
123
Paladin Advisory Group
Iowa
$70.3K 4,170 -108,143 -96%
BEI
124
Benjamin Edwards Inc
Missouri
$69K 4,120 +4,120 New
RCM
125
Raleigh Capital Management
North Carolina
$51.6K 3,061 -69 -2%