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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.

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

Top Sellers

1
SA
Stonebridge Advisors
Connecticut
$0
2
FTS
Fifth Third Securities
Ohio
$667K
3
SAM
Synergy Asset Management
Washington
$0
4
Raymond James Financial
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Accel Wealth Management
Iowa
$378K +$4.69K +251 +1%
AWS
127
Atria Wealth Solutions
New York
$357K -$85.3K -4,560 -19%
BRIA
128
Balanced Rock Investment Advisors
Massachusetts
$356K +$13.9K +742 +4%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$344K +$8.21K +439 +2%
WWM
130
Wagner Wealth Management
South Carolina
$335K +$57.9K +3,095 +21%
MSCM
131
McElhenny Sheffield Capital Management
Texas
$331K – – –
MSFS
132
Main Street Financial Solutions
Pennsylvania
$329K +$329K +17,611 New
AAS
133
Ameritas Advisory Services
Nebraska
$299K – – –
FT
134
Fiduciary Trust
Massachusetts
$298K +$40.7K +2,175 +16%
NWM
135
Nova Wealth Management
Florida
$291K -$2.9K -155 -1%
V
136
ViaWealth
Kansas
$284K -$53.9K -2,880 -16%
CIA
137
Concurrent Investment Advisors
Florida
$282K -$10.4K -557 -4%
MA
138
Mutual Advisors
Nebraska
$282K -$161K -8,713 -36%
AWAG
139
ARS Wealth Advisors Group
Florida
$268K -$24.3K -1,300 -8%
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$254K -$7.05K -377 -3%
IA
141
IFP Advisors
Florida
$250K -$178K -9,530 -42%
MOS
142
MGO One Seven
Ohio
$243K -$4.79K -256 -2%
IWC
143
Integrated Wealth Concepts
Massachusetts
$238K +$238K +12,750 New
AFC
144
AFT Forsyth & Company
Florida
$229K +$617 +33 +0.3%
LBC
145
Leigh Baldwin & Co
New York
$225K -$13.3K -710 -6%
MFGM
146
Marshall Financial Group (Maryland)
Maryland
$220K +$37 +2 +0%
WP
147
WealthShield Partners
North Carolina
$217K +$217K +11,595 New
CAWM
148
Capital Advisors Wealth Management
Washington
$216K +$216K +11,564 New
GIP
149
Greatmark Investment Partners
Georgia
$215K -$51.9K -2,775 -19%
ACM
150
Advance Capital Management
Michigan
$206K +$206K +10,996 New
4 5
6
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