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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

136 hedge funds and large institutions have $643M invested in First Trust Institutional Preferred Securities and Income ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
2.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
41
Increased
49
Reduced
37
Closed
13
Calls
$1.86M
Puts
–
Net Calls
+$1.86M
Net Calls Change
+$304K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$35.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.8M
4
MMA
4
Miracle Mile Advisors
California
$20.2M
5
CAG
5
Csenge Advisory Group
Florida
$12.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PWA
2
PCG Wealth Advisors
Kansas
$0
3
DWP
3
Destiny Wealth Partners
Florida
$0
4
CA
4
Crumly & Associates
Illinois
$0
5
QWM
5
QP Wealth Management
New Jersey
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$172M 9,641,987 +4,370,563 +83%
UBS Group
2
UBS Group
Switzerland
$52.7M 2,959,779 +191,623 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.8M 2,741,092 +1,790,778 +188%
Bank of America
4
Bank of America
North Carolina
$39M 2,191,152 +178,019 +9%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$35.9M 2,014,435 +2,014,435 New
MMA
6
Miracle Mile Advisors
California
$20.2M 1,132,043 +1,132,043 New
LPL Financial
7
LPL Financial
California
$19.9M 1,118,972 +251,973 +29%
EL
8
Essex LLC
Illinois
$16.1M 904,075 -80,854 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.3M 749,427 +558,917 +293%
CAG
10
Csenge Advisory Group
Florida
$12.9M 726,012 +714,632 +6,280%
BFG
11
Beacon Financial Group
Texas
$12.6M 705,180 +705,180 New
RJA
12
Raymond James & Associates
Florida
$11M 617,199 +3,690 +0.6%
CCA
13
Clearwater Capital Advisors
Illinois
$9.99M 560,810 +116,957 +26%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$9.58M 537,680 +78,988 +17%
SAM
15
Synergy Asset Management
Washington
$9.37M 526,357 +526,357 New
Osaic Holdings
16
Osaic Holdings
Arizona
$8.32M 467,092 +221,885 +90%
ECA
17
Elevated Capital Advisors
Utah
$8.23M 462,184 +8,815 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.9M 443,650 -5,296 -1%
CCIA
19
Cherry Creek Investment Advisors
Colorado
$6.71M 376,824 -29,563 -7%
AWE
20
Avidian Wealth Enterprises
Texas
$5.96M 334,753 +334,753 New
MFG
21
Magnus Financial Group
New York
$5.7M 319,959 +261,392 +446%
PWM
22
Peterson Wealth Management
Nevada
$5.43M 304,811 -10,140 -3%
Truist Financial
23
Truist Financial
North Carolina
$5.4M 302,940 +4,704 +2%
SWM
24
Shelton Wealth Management
Texas
$5.24M 293,939 +14,703 +5%
MAM
25
Milestone Asset Management
Pennsylvania
$4.85M 261,383 +261,383 New
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