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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

21 hedge funds and large institutions have $36.5M invested in First Trust Institutional Preferred Securities and Income ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.62M
2
Bank of America
2
Bank of America
North Carolina
$7.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.04M
4
UBS Group
4
UBS Group
Switzerland
$908K
5
Stifel Financial
5
Stifel Financial
Missouri
$848K

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$5.52M
2
FLI
2
Family Legacy Inc
South Carolina
$0
3
VF
3
Virtu Financial
New York
$0
4
ASN
4
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.2M 369,359 +59,720 +19%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.56M 336,728 +12,094 +4%
PFC
3
Phocas Financial Corp
California
– – -277,364 Closed
LPL Financial
4
LPL Financial
California
$4.32M 221,878 +28,194 +15%
ACM
5
Aviance Capital Management
Florida
$3.69M 189,205 +9,113 +5%
Jane Street
6
Jane Street
New York
$1.62M 83,302 +83,302 New
AG
7
Advisor Group
Arizona
$1.26M 64,717 +4,238 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.06M 54,535 +21,421 +65%
Citadel Advisors
9
Citadel Advisors
Florida
$1.04M 53,128 +53,128 New
UBS Group
10
UBS Group
Switzerland
$908K 46,587 +46,363 +20,698%
Stifel Financial
11
Stifel Financial
Missouri
$848K 43,818 +43,818 New
BRF
12
B. Riley Financial
California
$774K 39,700 +4,500 +13%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$501K 25,707 +25,707 New
SG
14
StoneX Group
New York
$306K 15,700 +2,700 +21%
BTS
15
BB&T Securities
Virginia
$259K 13,300 +13,300 New
TFS
16
TrustCore Financial Services
Tennessee
$203K 10,406 +4,241 +69%
IA
17
IFP Advisors
Florida
$167K 8,275 – –
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$68K 3,480 +3,480 New
GWM
19
Geneos Wealth Management
Colorado
$58K 3,000 +3,000 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$53K 2,700 – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$39K 2,016 +2,016 New
AWA
22
Acorn Wealth Advisors
Michigan
$20K 1,000 +1,000 New
FLI
23
Family Legacy Inc
South Carolina
– – -78,611 Closed
VF
24
Virtu Financial
New York
– – -11,017 Closed
ASN
25
Advisory Services Network
Georgia
– – -200 Closed