FPEI icon

First Trust Institutional Preferred Securities and Income ETF

66 hedge funds and large institutions have $168M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
30
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.3M 2,184,509 +481,894 +28%
Bank of America
2
Bank of America
North Carolina
$27.6M 1,361,700 +100,332 +8%
UBS Group
3
UBS Group
Switzerland
$10.1M 497,859 +13,173 +3%
JIP
4
Jaffetilchin Investment Partners
Florida
$9.99M 492,877 +492,877 New
PWM
5
Peterson Wealth Management
Nevada
$7.15M 352,973 -62,619 -15%
PFC
6
Phocas Financial Corp
California
$6.6M 325,618 +325,618 New
LPL Financial
7
LPL Financial
California
$5.94M 293,242 +27,243 +10%
WF
8
Welch & Forbes
Massachusetts
$5.86M 289,053 +73,224 +34%
QWM
9
QP Wealth Management
New Jersey
$4.68M 230,917 +11,324 +5%
RJA
10
Raymond James & Associates
Florida
$4.21M 207,881 -15,322 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.52M 173,879 +32,543 +23%
First Trust Advisors
12
First Trust Advisors
Illinois
$3.29M 162,259 +19,468 +14%
AWM
13
AE Wealth Management
Kansas
$3.08M 151,781 +43,528 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.97M 146,636 +61,452 +72%
1W
15
1776 Wealth
Georgia
$2.62M 129,208 +2,098 +2%
ECA
16
Elevated Capital Advisors
Utah
$2.43M 118,227 -433 -0.4%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$1.78M 87,967 -28,991 -25%
VIM
18
Vista Investment Management
Pennsylvania
$1.44M 70,990 +2,584 +4%
WA
19
WESPAC Advisors
California
$1.41M 69,681 -18,053 -21%
UCMOK
20
United Capital Management of KS
Kansas
$1.41M 69,438 +20,006 +40%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$1.38M 68,291 +36,501 +115%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.35M 66,415 +12,494 +23%
RPSA
23
Richard P. Slaughter Associates
Texas
$1.22M 60,126 +4,674 +8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.19M 58,614 +6,079 +12%
IAN
25
Integrated Advisors Network
Texas
$853K 42,090 +42,090 New