FPEI icon

First Trust Institutional Preferred Securities and Income ETF

185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
101
Mariner
Kansas
$644K 34,413 -121 -0.4%
BW
102
BXM Wealth
Colorado
$626K 33,500 +33,500 New
SWP
103
Summit Wealth Partners
Florida
$605K 32,360 -146,453 -82%
US Bancorp
104
US Bancorp
Minnesota
$601K 32,158 -13 -0%
VAS
105
Vestmark Advisory Solutions
Massachusetts
$589K 31,489 +31,489 New
MW
106
Maia Wealth
Colorado
$580K 31,047 -3,399 -10%
SOS
107
Silver Oak Securities
Tennessee
$571K 30,515 +4,798 +19%
SW
108
SlateStone Wealth
Florida
$561K 30,000
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$553K 29,590
CWA
110
Clarus Wealth Advisors
Arizona
$549K 29,638 -306 -1%
FFS
111
Flavin Financial Services
Florida
$543K 29,029 +29,029 New
AssetMark Inc
112
AssetMark Inc
California
$523K 27,977 +27,977 New
HGA
113
Hobbs Group Advisors
South Carolina
$493K 26,339 +11,198 +74%
SWM
114
Spire Wealth Management
Virginia
$485K 25,939 -599 -2%
AAS
115
Avantax Advisory Services
Texas
$477K 25,529 +6,929 +37%
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$463K 24,750 -600 -2%
KAS
117
Kestra Advisory Services
Texas
$461K 24,671 -2,661 -10%
KA
118
Kovack Advisors
Florida
$451K 24,108 -3,223 -12%
LFASL
119
Lugano Financial Advisors SA (LFA)
Switzerland
$449K 24,000
MA
120
Mutual Advisors
Nebraska
$449K 23,985 +335 +1%
AWS
121
Atria Wealth Solutions
New York
$442K 23,642 -4,231 -15%
IA
122
IFP Advisors
Florida
$428K 22,872 +49 +0.2%
Wells Fargo
123
Wells Fargo
California
$418K 22,353 +17,465 +357%
HI
124
Harbour Investments
Wisconsin
$416K 22,238 +6,890 +45%
PFA
125
Plotkin Financial Advisors
Maryland
$378K 20,189 -659 -3%