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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

24 hedge funds and large institutions have $37.2M invested in First Trust Institutional Preferred Securities and Income ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.42M
2
ASN
2
Advisory Services Network
Georgia
$1.88M
3
UBS Group
3
UBS Group
Switzerland
$1.93M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.37M

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$509K
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$280K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.31M 384,924 +15,565 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.14M 375,959 +39,231 +12%
PFC
3
Phocas Financial Corp
California
– – – –
LPL Financial
4
LPL Financial
California
$3.98M 209,308 -12,570 -6%
First Trust Advisors
5
First Trust Advisors
Illinois
$3.42M 180,146 +180,146 New
UBS Group
6
UBS Group
Switzerland
$1.93M 101,732 +55,145 +118%
ASN
7
Advisory Services Network
Georgia
$1.88M 98,260 +98,260 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.37M 72,227 +17,692 +32%
AG
9
Advisor Group
Arizona
$1.25M 65,662 +945 +1%
Stifel Financial
10
Stifel Financial
Missouri
$815K 43,014 -804 -2%
BRF
11
B. Riley Financial
California
$805K 42,200 +2,500 +6%
ACM
12
Aviance Capital Management
Florida
$509K 26,775 -162,430 -86%
SG
13
StoneX Group
New York
$298K 15,700 – –
Citadel Advisors
14
Citadel Advisors
Florida
$280K 14,751 -38,377 -72%
BTS
15
BB&T Securities
Virginia
$257K 13,553 +253 +2%
TFS
16
TrustCore Financial Services
Tennessee
$194K 10,231 -175 -2%
Morgan Stanley
17
Morgan Stanley
New York
$131K 6,912 +6,912 New
IA
18
IFP Advisors
Florida
$86K 4,525 -3,750 -45%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$66K 3,483 +3 +0.1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$53K 2,700 – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$19K 1,022 -994 -49%
AWA
22
Acorn Wealth Advisors
Michigan
$19K 1,000 – –
GWM
23
Geneos Wealth Management
Colorado
$6K 354 -2,646 -88%
SPIA
24
Steward Partners Investment Advisory
New York
$5K 255 +255 New
AF
25
Advisornet Financial
Minnesota
$2K 104 +104 New
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