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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.

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
1
Merit Financial Group
Georgia
$27M
2
Morgan Stanley
2
Morgan Stanley
New York
$316M
3
GWM
3
Geneos Wealth Management
Colorado
$7.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$0
2
FTS
2
Fifth Third Securities
Ohio
$667K
3
SAM
3
Synergy Asset Management
Washington
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
151
Davenport & Co
Virginia
$205K 10,971 +10,971 New
JCM
152
Jacobi Capital Management
Pennsylvania
$202K 10,813 +77 +0.7%
CWM
153
Castle Wealth Management
Florida
$201K 10,755 – –
Cerity Partners
154
Cerity Partners
New York
$198K 10,567 +147 +1%
PFG
155
Pinnacle Financial Group
Illinois
$195K 10,402 +10,402 New
PTC
156
Private Trust Company
Ohio
$174K 9,293 – –
Wells Fargo
157
Wells Fargo
California
$164K 8,753 -13,600 -61%
DF
158
Dunhill Financial
United Kingdom
$103K 5,520 -839 -13%
ZBNA
159
Zions Bancorporation, National Association
Utah
$93.5K 5,000 +5,000 New
PAG
160
Paladin Advisory Group
Iowa
$75.4K 4,032 – –
CA
161
Continuum Advisory
Idaho
$68.2K 3,648 +3,648 New
FFA
162
Farther Finance Advisors
California
$63.8K 3,410 +1,907 +127%
GM
163
GeoWealth Management
Illinois
$40.3K 2,153 -88 -4%
AWM
164
AE Wealth Management
Kansas
$35.3K 1,889 -301 -14%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$34.3K 1,835 +1,835 New
SIS
166
Sound Income Strategies
Florida
$32K 1,711 – –
RCM
167
Raleigh Capital Management
North Carolina
$28.5K 1,526 +348 +30%
WIM
168
Westside Investment Management
California
$28.1K 1,500 – –
RFS
169
Richardson Financial Services
Massachusetts
$23.9K 1,276 +368 +41%
OP
170
ORG Partners
Indiana
$18.7K 1,000 – –
NFSG
171
Newbridge Financial Services Group
Florida
$14K 750 – –
TFA
172
Toth Financial Advisory
Virginia
$10.7K 574 +8 +1%
VNA
173
Valley National Advisers
Pennsylvania
$7K 384 – –
AF
174
Allworth Financial
California
$6.53K 355 +355 New
CIAS
175
Capital Investment Advisory Services
North Carolina
$5.61K 300 – –
4 5 6
7
8