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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

82 hedge funds and large institutions have $270M invested in First Trust Institutional Preferred Securities and Income ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
16
Increased
47
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EL
1
Essex LLC
Illinois
$14.2M
2
UBS Group
2
UBS Group
Switzerland
$23.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
ECA
4
Elevated Capital Advisors
Utah
$7.23M
5
SMF
5
Sterling Manor Financial
New York
$4.97M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.79M
3
RA
3
RFG Advisory
Alabama
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.11M
5
IAN
5
Integrated Advisors Network
Texas
$444K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.3M 2,728,392 +358,484 +15%
Bank of America
2
Bank of America
North Carolina
$31.1M 1,508,264 +53,520 +4%
UBS Group
3
UBS Group
Switzerland
$23.5M 1,138,179 +563,329 +98%
EL
4
Essex LLC
Illinois
$14.2M 686,361 +686,361 New
JIP
5
Jaffetilchin Investment Partners
Florida
$13.4M 649,857 +58,199 +10%
CCIA
6
Cherry Creek Investment Advisors
Colorado
$8.3M 401,722 +28,937 +8%
LPL Financial
7
LPL Financial
California
$8.26M 400,112 +49,437 +14%
ECA
8
Elevated Capital Advisors
Utah
$7.23M 349,937 +349,937 New
WF
9
Welch & Forbes
Massachusetts
$7.2M 348,576 +14,628 +4%
WAM
10
WealthTrust Asset Management
Florida
$6.84M 331,440 +36,438 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.27M 303,612 +145,581 +92%
PFC
12
Phocas Financial Corp
California
$5.93M 287,088 -2,545 -0.9%
PWM
13
Peterson Wealth Management
Nevada
$5.45M 264,128 +3,894 +1%
AWM
14
AE Wealth Management
Kansas
$5.19M 251,406 +26,969 +12%
RJA
15
Raymond James & Associates
Florida
$5.03M 243,659 +28,087 +13%
QWM
16
QP Wealth Management
New Jersey
$4.97M 240,879 -778 -0.3%
SMF
17
Sterling Manor Financial
New York
$4.97M 240,671 +240,671 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.94M 239,095 +40,246 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.39M 212,427 +127,602 +150%
1W
20
1776 Wealth
Georgia
$4.27M 206,859 +72,257 +54%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.42M 165,776 +97,490 +143%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.79M 135,194 -28,984 -18%
UCMOK
23
United Capital Management of KS
Kansas
$2.77M 134,041 +35,066 +35%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$2.58M 125,049 +18,471 +17%
Stifel Financial
25
Stifel Financial
Missouri
$2.23M 107,969 +57,350 +113%
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