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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$38.9M
2
CFG
2
Citizens Financial Group
Rhode Island
$8.2M
3
LPL Financial
3
LPL Financial
California
$52.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
EH
5
Equitable Holdings
New York
$2.46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.67M
2
MMA
2
Miracle Mile Advisors
California
$3.03M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.08M
4
GSC
4
G&S Capital
Colorado
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
151
Wells Fargo
California
$18.5K -$85.9K -4,680 -82%
NFSG
152
Newbridge Financial Services Group
Florida
$13.8K – – –
KFS
153
Kelly Financial Services
Massachusetts
$13.3K +$129 +7 +1%
GI
154
Gradient Investments
Minnesota
$12.3K +$12.3K +667 New
FHA
155
First Horizon Advisors
Tennessee
$12.1K +$12.1K +657 New
RFS
156
Richardson Financial Services
Massachusetts
$12K – – –
TFA
157
Toth Financial Advisory
Virginia
$10.1K +$147 +8 +1%
AssetMark Inc
158
AssetMark Inc
California
$8.21K +$8.21K +447 New
PCM
159
Penserra Capital Management
California
$8K +$186 +10 +2%
GWM
160
Geneos Wealth Management
Colorado
$6.82K – – –
CIAS
161
Capital Investment Advisory Services
North Carolina
$5.51K -$7.72K -420 -58%
EC
162
EdgeRock Capital
Colorado
$4.17K +$4.17K +227 New
NMG
163
New Millennium Group
Utah
$165 +$165 +9 New
CPA
164
Clear Point Advisors
New York
$111 – – –
DFA
165
DHJJ Financial Advisors
Illinois
$101 – – –
CAM
166
Creekmur Asset Management
Illinois
$10 – – –
GSC
167
G&S Capital
Colorado
– -$3.41M -186,976 Closed
OMC
168
Old Mission Capital
Illinois
– -$1.72M -94,196 Closed
VWA
169
Visionary Wealth Advisors
Illinois
– -$1.56M -85,713 Closed
SIA
170
Soltis Investment Advisors
Utah
– -$593K -34,256 Closed
LNC
171
Lincoln National Corp
Pennsylvania
– -$550K -30,209 Closed
GAA
172
Global Assets Advisory
Florida
– -$1.5M -27,300 Closed
PFC
173
Phocas Financial Corp
California
– -$402K -22,055 Closed
KCFA
174
Key Client Fiduciary Advisors
New Jersey
– -$399K -21,921 Closed
GM
175
GeoWealth Management
Illinois
– -$357K -19,596 Closed
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