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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.63M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.29M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$45.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
151
Clear Point Advisors
New York
$109 6 – –
DFA
152
DHJJ Financial Advisors
Illinois
$100 5 – –
CAM
153
Creekmur Asset Management
Illinois
$10 1 – –
Jane Street
154
Jane Street
New York
– – -1,071,022 Closed
AWE
155
Avidian Wealth Enterprises
Texas
– – -120,897 Closed
PWM
156
Peterson Wealth Management
Nevada
– – -92,016 Closed
GIA
157
Gladstone Institutional Advisory
Florida
– – -57,322 Closed
KA
158
Kovack Advisors
Florida
– – -41,740 Closed
DADC
159
D.A. Davidson & Co
Montana
– – -34,961 Closed
MOS
160
MGO One Seven
Ohio
– – -28,443 Closed
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
– – -18,511 Closed
HF
162
HRT Financial
New York
– – -17,790 Closed
Citadel Advisors
163
Citadel Advisors
Florida
– – -17,584 Closed
IAIM
164
International Assets Investment Management
Florida
– – -16,419 Closed
TSS
165
Two Sigma Securities
New York
– – -12,225 Closed
AWM
166
AE Wealth Management
Kansas
– – -10,507 Closed
SA
167
Stonebridge Advisors
Connecticut
– – -10,063 Closed
CTA
168
Colonial Trust Advisors
South Carolina
– – -672 Closed
EC
169
EdgeRock Capital
Colorado
– – -227 Closed
ASN
170
Advisory Services Network
Georgia
– – -79 Closed
NMG
171
New Millennium Group
Utah
– – -12 Closed
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