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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$286M
2
NA
2
NewEdge Advisors
Louisiana
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$152M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$2.36M
2
TA
2
TKG Advisors
Indiana
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55.9M
4
WA
4
Win Advisors
Florida
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
151
Richardson Financial Services
Massachusetts
$18.7K +$6.53K +351 +54%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$17.2K -$17.4K -915 -50%
NFSG
153
Newbridge Financial Services Group
Florida
$14.3K – – –
TFA
154
Toth Financial Advisory
Virginia
$10.6K +$134 +7 +1%
GWM
155
Geneos Wealth Management
Colorado
$7.08K – – –
CIAS
156
Capital Investment Advisory Services
North Carolina
$5.72K – – –
TPW
157
Talon Private Wealth
Florida
$4.77K +$4.77K +250 New
PFG
158
Peterson Financial Group
Iowa
$1.34K +$1.34K +70 New
NMG
159
New Millennium Group
Utah
$133 -$38 -2 -22%
CPA
160
Clear Point Advisors
New York
$117 – – –
DFA
161
DHJJ Financial Advisors
Illinois
$105 – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$19 +$19 +1 New
CAM
163
Creekmur Asset Management
Illinois
$11 – – –
TA
164
TKG Advisors
Indiana
– -$4.36M -237,146 Closed
WA
165
Win Advisors
Florida
– -$1.15M -62,791 Closed
VCM
166
Virtue Capital Management
Tennessee
– -$451K -24,380 Closed
AFP
167
Ausdal Financial Partners
Iowa
– -$209K -11,377 Closed
WPC
168
Wedmont Private Capital
Pennsylvania
– -$186K -10,053 Closed
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
– -$184K -10,000 Closed
IAIM
170
International Assets Investment Management
Florida
– -$157K -8,536 Closed
BEI
171
Benjamin Edwards Inc
Missouri
– -$60K -3,254 Closed
KFS
172
Kelly Financial Services
Massachusetts
– -$13.3K -724 Closed
GI
173
Gradient Investments
Minnesota
– -$12.3K -667 Closed
FHA
174
First Horizon Advisors
Tennessee
– -$12.1K -657 Closed
AssetMark Inc
175
AssetMark Inc
California
– -$8.21K -447 Closed
4 5 6
7
8