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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
17
Increased
82
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$27M
2
Morgan Stanley
2
Morgan Stanley
New York
$316M
3
GWM
3
Geneos Wealth Management
Colorado
$7.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$0
2
FTS
2
Fifth Third Securities
Ohio
$667K
3
SAM
3
Synergy Asset Management
Washington
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$672K 35,960 -7,795 -18%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$670K 35,825 +4,336 +14%
FTS
103
Fifth Third Securities
Ohio
$667K 35,659 -312,033 -90%
WW
104
Winnow Wealth
Texas
$652K 34,892 +34,892 New
BW
105
BXM Wealth
Colorado
$626K 33,500 – –
VCM
106
Virtue Capital Management
Tennessee
$626K 33,476 +33,476 New
IC
107
Inscription Capital
Texas
$600K 32,925 +32,925 New
AssetMark Inc
108
AssetMark Inc
California
$588K 31,469 +3,492 +12%
SOS
109
Silver Oak Securities
Tennessee
$585K 31,333 +818 +3%
PFA
110
Plotkin Financial Advisors
Maryland
$567K 30,333 +10,144 +50%
SW
111
SlateStone Wealth
Florida
$561K 30,000 – –
MW
112
Maia Wealth
Colorado
$540K 29,798 -1,249 -4%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$535K 28,590 -1,000 -3%
Mariner
114
Mariner
Kansas
$526K 28,144 -6,269 -18%
SF
115
Synovus Financial
Georgia
$523K 27,981 -8,963 -24%
HGA
116
Hobbs Group Advisors
South Carolina
$508K 27,148 +809 +3%
SWP
117
Summit Wealth Partners
Florida
$479K 25,614 -6,746 -21%
SWM
118
Spire Wealth Management
Virginia
$474K 25,363 -576 -2%
HI
119
Harbour Investments
Wisconsin
$474K 25,358 +3,120 +14%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$463K 24,778 +7,683 +45%
AIFAIM
121
American Institute for Advanced Investment Management
Arizona
$463K 24,750 – –
LFASL
122
Lugano Financial Advisors SA (LFA)
Switzerland
$449K 24,000 – –
IAN
123
Integrated Advisors Network
Texas
$436K 23,298 +6,166 +36%
FFS
124
Flavin Financial Services
Florida
$403K 21,563 -7,466 -26%
HH
125
Hilltop Holdings
Texas
$400K 21,388 +8,627 +68%
3 4
5
6 7