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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

178 hedge funds and large institutions have $1.25B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
16
Increased
65
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.4M
2
AAS
Annex Advisory Services
Wisconsin
+$16M
3
CFG
Citizens Financial Group
Rhode Island
+$7.16M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.22M
5
PFS
Prospera Financial Services
Texas
+$4.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$19.7M
3
CBB
Citizens Business Bank
California
-$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.7M
5
Bank of America
Bank of America
North Carolina
-$5.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Wagner Wealth Management
South Carolina
$341K +$779 +41 +0.2%
MSCM
127
McElhenny Sheffield Capital Management
Texas
$336K – – –
AWM
128
Accel Wealth Management
Iowa
$332K -$52.2K -2,750 -14%
GWP
129
Gateway Wealth Partners
Wisconsin
$331K +$331K +17,454 New
V
130
ViaWealth
Kansas
$312K +$23.4K +1,230 +8%
HH
131
Hilltop Holdings
Texas
$305K -$101K -5,309 -25%
Citadel Advisors
132
Citadel Advisors
Florida
$298K +$298K +15,706 New
CAWM
133
Capital Advisors Wealth Management
Washington
$280K +$60.7K +3,196 +28%
AWAG
134
ARS Wealth Advisors Group
Florida
$270K -$1.9K -100 -0.7%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$270K -$64.6K -3,404 -19%
PFG
136
Pinnacle Financial Group
Illinois
$264K +$66.3K +3,489 +34%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$253K -$4.75K -250 -2%
MA
138
Mutual Advisors
Nebraska
$253K -$37K -1,950 -13%
MIM
139
Marshall Investment Management
Colorado
$239K -$2.75M -144,953 -92%
LBC
140
Leigh Baldwin & Co
New York
$238K +$9.5K +500 +4%
AFC
141
AFT Forsyth & Company
Florida
$225K -$7.92K -417 -3%
MFGM
142
Marshall Financial Group (Maryland)
Maryland
$224K – – –
NWM
143
Nova Wealth Management
Florida
$221K -$74.3K -3,912 -25%
SF
144
Synovus Financial
Georgia
$220K -$312K -16,403 -59%
ACM
145
Advance Capital Management
Michigan
$212K +$3.02K +159 +1%
MF
146
Montis Financial
Massachusetts
$208K +$208K +10,973 New
DC
147
Davenport & Co
Virginia
$207K -$1.08K -57 -0.5%
JCM
148
Jacobi Capital Management
Pennsylvania
$207K +$1.54K +81 +0.7%
CWM
149
Castle Wealth Management
Florida
$204K – – –
Cerity Partners
150
Cerity Partners
New York
$204K +$2.91K +153 +1%
4 5
6
7 8