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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

101 hedge funds and large institutions have $351M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.71%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
13
Increased
35
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$88.6M
2
UBS Group
2
UBS Group
Switzerland
$48.3M
3
EL
3
Essex LLC
Illinois
$17.8M
4
SWM
4
Shelton Wealth Management
Texas
$4.93M
5
RJA
5
Raymond James & Associates
Florida
$11.7M

Top Sellers

1
SWM
1
Southern Wealth Management
Texas
$1.01M
2
SMF
2
Sterling Manor Financial
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
MFGM
4
Marshall Financial Group (Maryland)
Maryland
$699K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.6M 5,002,351 +1,889,600 +61%
UBS Group
2
UBS Group
Switzerland
$48.3M 2,727,570 +1,525,736 +127%
Bank of America
3
Bank of America
North Carolina
$40.3M 2,271,821 +59,215 +3%
EL
4
Essex LLC
Illinois
$17.8M 1,003,184 +291,726 +41%
RJA
5
Raymond James & Associates
Florida
$11.7M 661,495 +251,045 +61%
LPL Financial
6
LPL Financial
California
$10.9M 616,024 +71,464 +13%
AWC
7
Adamsbrown Wealth Consultants
Kansas
$7.49M 422,596 +93,727 +28%
CCIA
8
Cherry Creek Investment Advisors
Colorado
$7.4M 417,368 -740 -0.2%
WAM
9
WealthTrust Asset Management
Florida
$7.37M 415,870 -50,740 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.34M 414,365 +58,362 +16%
PWM
11
Peterson Wealth Management
Nevada
$5.17M 291,921 -65,346 -18%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$5.07M 286,003 +33,439 +13%
SWM
13
Shelton Wealth Management
Texas
$4.93M 278,141 +278,141 New
WF
14
Welch & Forbes
Massachusetts
$4.89M 276,183 -70,014 -20%
First Trust Advisors
15
First Trust Advisors
Illinois
$4.64M 261,592 +3,282 +1%
PFC
16
Phocas Financial Corp
California
$4.6M 259,488 -7,205 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.24M 239,141 +6,272 +3%
QWM
18
QP Wealth Management
New Jersey
$3.98M 224,461 -17,643 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.68M 207,511 +57,204 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$3.62M 204,541 +138,282 +209%
UCMOK
21
United Capital Management of KS
Kansas
$3.6M 202,857 +6,735 +3%
WAM
22
Walker Asset Management
Missouri
$2.96M 166,736 -7,000 -4%
PWA
23
PCG Wealth Advisors
Kansas
$2.84M 160,144 -5,248 -3%
1W
24
1776 Wealth
Georgia
$2.61M 147,124 -25,376 -15%
PTP
25
Platform Technology Partners
New York
$2.4M 135,694 +135,694 New
1
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