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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$295M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.7M
3
LPL Financial
3
LPL Financial
California
$65.8M
4
UBS Group
4
UBS Group
Switzerland
$156M
5
SA
5
Stonebridge Advisors
Connecticut
$6.87M

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$8.28M
2
Bank of America
2
Bank of America
North Carolina
$84M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.84M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$261M
5
CBB
5
Citizens Business Bank
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Accel Wealth Management
Iowa
$374K -$17.8K -951 -5%
KWA
127
Kingswood Wealth Advisors
California
$372K +$156K +8,350 +72%
BRIA
128
Balanced Rock Investment Advisors
Massachusetts
$342K +$89.8K +4,801 +36%
V
129
ViaWealth
Kansas
$338K +$338K +18,084 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$336K +$262 +14 +0.1%
MSCM
131
McElhenny Sheffield Capital Management
Texas
$331K – – –
IAN
132
Integrated Advisors Network
Texas
$320K +$320K +17,132 New
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$320K +$114K +6,117 +56%
AAS
134
Ameritas Advisory Services
Nebraska
$299K +$299K +16,001 New
NWM
135
Nova Wealth Management
Florida
$294K +$294K +15,725 New
AWAG
136
ARS Wealth Advisors Group
Florida
$292K -$46.8K -2,500 -14%
CIA
137
Concurrent Investment Advisors
Florida
$292K +$1.03K +55 +0.4%
WWM
138
Wagner Wealth Management
South Carolina
$278K -$33K -1,767 -11%
OMC
139
Old Mission Capital
Illinois
$269K +$269K +14,411 New
GIP
140
Greatmark Investment Partners
Georgia
$267K +$16.4K +875 +7%
Citadel Advisors
141
Citadel Advisors
Florida
$266K +$266K +14,234 New
SA
142
Sanctuary Advisors
Indiana
$260K +$1.89K +101 +0.7%
FT
143
Fiduciary Trust
Massachusetts
$257K – – –
MOS
144
MGO One Seven
Ohio
$247K +$935 +50 +0.4%
CP
145
Castleview Partners
Texas
$245K +$245K +13,054 New
HH
146
Hilltop Holdings
Texas
$239K +$239K +12,761 New
LBC
147
Leigh Baldwin & Co
New York
$239K +$239K +12,755 New
AFC
148
AFT Forsyth & Company
Florida
$229K -$5.01K -268 -2%
MFGM
149
Marshall Financial Group (Maryland)
Maryland
$220K -$56 -3 -0%
TC
150
TFR Capital
Texas
$214K +$214K +11,447 New
4 5
6
7 8