FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$286M
2
NA
2
NewEdge Advisors
Louisiana
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$152M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$2.36M
2
TA
2
TKG Advisors
Indiana
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55.9M
4
WA
4
Win Advisors
Florida
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
101
Silver Oak Securities
Tennessee
$489K 25,717 +10,413 +68%
AIFAIM
102
American Institute for Advanced Investment Management
Arizona
$483K 25,350 +12,800 +102%
LFASL
103
Lugano Financial Advisors SA (LFA)
Switzerland
$458K 24,000 – –
MA
104
Mutual Advisors
Nebraska
$446K 23,650 +3,305 +16%
IA
105
IFP Advisors
Florida
$435K 22,823 -18,542 -45%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$432K 22,642 +11,997 +113%
AWM
107
Accel Wealth Management
Iowa
$399K 20,937 +8,872 +74%
PFA
108
Plotkin Financial Advisors
Maryland
$398K 20,848 -5,825 -22%
AAS
109
Avantax Advisory Services
Texas
$355K 18,600 -1,241 -6%
AWAG
110
ARS Wealth Advisors Group
Florida
$346K 18,140 -42 -0.2%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$342K 17,940 +18 +0.1%
MSCM
112
McElhenny Sheffield Capital Management
Texas
$337K 17,693 – –
ML
113
McAdam LLC
Pennsylvania
$330K 17,319 +17,319 New
AI
114
Atria Investments
North Carolina
$321K 16,825 -115 -0.7%
WWM
115
Wagner Wealth Management
South Carolina
$317K 16,609 -27 -0.2%
MML Investors Services
116
MML Investors Services
Massachusetts
$312K 16,341 +2,925 +22%
CIA
117
Concurrent Investment Advisors
Florida
$297K 15,575 -16,103 -51%
HI
118
Harbour Investments
Wisconsin
$293K 15,348 -6,733 -30%
NS
119
NBC Securities
Alabama
$289K 15,178 +5,087 +50%
HGA
120
Hobbs Group Advisors
South Carolina
$289K 15,141 +15,141 New
SMC
121
Smith, Moore & Co
Missouri
$285K 14,935 +3,700 +33%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$273K 14,313 -1,225 -8%
FT
123
Fiduciary Trust
Massachusetts
$263K 13,767 +13,767 New
SA
124
Sanctuary Advisors
Indiana
$258K 13,789 -14,821 -52%
BRIA
125
Balanced Rock Investment Advisors
Massachusetts
$257K 13,474 +1,547 +13%
3 4
5
6 7