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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

35 hedge funds and large institutions have $70.8M invested in First Trust Institutional Preferred Securities and Income ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$5.72M
2
Jane Street
2
Jane Street
New York
$4.78M
3
FAAS
3
First Allied Advisory Services
California
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.1M
5
BCM
5
Bluefin Capital Management
New York
$1.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$268K
3
PAG
3
Private Advisor Group
New Jersey
$578K
4
BWL
4
Bogart Wealth LLC
Virginia
$28K
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$655K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.1M 691,441 +204,576 +42%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.8M 357,586 -41,844 -10%
FAAS
3
First Allied Advisory Services
California
$6.76M 355,566 +251,038 +240%
SEIA
4
Signature Estate & Investment Advisors
California
$5.72M 300,968 +300,968 New
PFC
5
Phocas Financial Corp
California
– – – –
LPL Financial
6
LPL Financial
California
$5.11M 268,694 +30,300 +13%
Jane Street
7
Jane Street
New York
$4.78M 251,353 +251,353 New
First Trust Advisors
8
First Trust Advisors
Illinois
$3.68M 193,552 +20,558 +12%
Bank of America
9
Bank of America
North Carolina
$3.38M 177,941 +22,579 +15%
UBS Group
10
UBS Group
Switzerland
$2.86M 150,633 +22,074 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.05M 107,992 +11,862 +12%
RJA
12
Raymond James & Associates
Florida
$1.96M 102,870 +49,132 +91%
BCM
13
Bluefin Capital Management
New York
$1.8M 94,551 +94,551 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.58M 83,314 +83,314 New
ASN
15
Advisory Services Network
Georgia
$1.26M 66,508 +10,553 +19%
BRWM
16
B. Riley Wealth Management
Tennessee
$772K 40,600 -1,600 -4%
CIAS
17
Capital Investment Advisory Services
North Carolina
$655K 34,442 -2,441 -7%
PAG
18
Private Advisor Group
New Jersey
$578K 30,383 -9,920 -25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$513K 26,989 +26,989 New
CA
20
Cetera Advisors
Colorado
$415K 21,804 +3,728 +21%
BTS
21
BB&T Securities
Virginia
$398K 20,949 +3,519 +20%
SG
22
StoneX Group
New York
$327K 17,178 -225 -1%
Stifel Financial
23
Stifel Financial
Missouri
$268K 14,371 -14,195 -50%
AG
24
Advisor Group
Arizona
$212K 11,167 -500 -4%
BAM
25
Belpointe Asset Management
Nevada
$138K 7,231 +7,231 New
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