FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.63M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.29M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$45.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$392K 21,502 -554 -3%
MML Investors Services
102
MML Investors Services
Massachusetts
$388K 21,298 -12,718 -37%
MA
103
Mutual Advisors
Nebraska
$368K 20,177 +5,567 +38%
AFC
104
AFT Forsyth & Company
Florida
$361K 19,812 -2,060 -9%
GM
105
GeoWealth Management
Illinois
$357K 19,596 -13,384 -41%
AWAG
106
ARS Wealth Advisors Group
Florida
$337K 18,482 +4,300 +30%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$326K 17,913 +299 +2%
MSCM
108
McElhenny Sheffield Capital Management
Texas
$322K 17,693 – –
KWA
109
Kingswood Wealth Advisors
California
$318K 17,450 -150 -0.9%
SCA
110
Snowden Capital Advisors
New York
$309K 16,956 +2,753 +19%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$280K 15,374 -3,453 -18%
AAS
112
Ameritas Advisory Services
Nebraska
$267K 14,772 +14,772 New
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$265K 14,556 -9,131 -39%
SF
114
Synovus Financial
Georgia
$264K 14,494 +14,494 New
MSFS
115
Main Street Financial Solutions
Pennsylvania
$254K 13,916 +13,916 New
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$253K 13,900 – –
GIP
117
Greatmark Investment Partners
Georgia
$244K 13,400 – –
SOS
118
Silver Oak Securities
Tennessee
$243K 13,339 +2,968 +29%
MFGM
119
Marshall Financial Group (Maryland)
Maryland
$227K 12,477 -85 -0.7%
AFP
120
Ausdal Financial Partners
Iowa
$216K 11,862 +11,862 New
SMC
121
Smith, Moore & Co
Missouri
$205K 11,235 -4,265 -28%
JCM
122
Jacobi Capital Management
Pennsylvania
$203K 11,123 +108 +1%
CWM
123
Castle Wealth Management
Florida
$201K 11,005 -80 -0.7%
CAG
124
Csenge Advisory Group
Florida
$199K 10,938 +866 +9%
PTC
125
Private Trust Company
Ohio
$194K 10,629 +1,009 +10%
3 4
5
6 7