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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

142 hedge funds and large institutions have $668M invested in First Trust Institutional Preferred Securities and Income ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
23
Increased
68
Reduced
39
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBB
1
Citizens Business Bank
California
$18.4M
2
LPL Financial
2
LPL Financial
California
$32.5M
3
UBS Group
3
UBS Group
Switzerland
$61.1M
4
MMA
4
Miracle Mile Advisors
California
$25.5M
5
Jane Street
5
Jane Street
New York
$5.35M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
CCA
2
Clearwater Capital Advisors
Illinois
$3.98M
3
AWE
3
Avidian Wealth Enterprises
Texas
$249K
4
MAM
4
Milestone Asset Management
Pennsylvania
$0
5
SA
5
Stonebridge Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 9,742,566 +100,579 +1%
UBS Group
2
UBS Group
Switzerland
$61.1M 3,650,560 +690,781 +23%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$46.1M 2,749,378 +8,286 +0.3%
Bank of America
4
Bank of America
North Carolina
$39.4M 2,350,979 +159,827 +7%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$35.3M 2,109,071 +94,636 +5%
LPL Financial
6
LPL Financial
California
$32.5M 1,942,356 +823,384 +74%
MMA
7
Miracle Mile Advisors
California
$25.5M 1,520,008 +387,965 +34%
CBB
8
Citizens Business Bank
California
$18.4M 1,097,619 +1,072,781 +4,319%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.7M 1,056,986 +307,559 +41%
EL
10
Essex LLC
Illinois
$16.1M 904,075 – –
CAG
11
Csenge Advisory Group
Florida
$14.9M 892,271 +166,259 +23%
BFG
12
Beacon Financial Group
Texas
$11.5M 684,654 -20,526 -3%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$9.17M 547,395 +9,715 +2%
RJA
14
Raymond James & Associates
Florida
$9.08M 541,954 -75,245 -12%
ECA
15
Elevated Capital Advisors
Utah
$8M 477,830 +15,646 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.81M 466,120 -972 -0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.97M 416,034 -27,616 -6%
CCIA
18
Cherry Creek Investment Advisors
Colorado
$6.33M 378,029 +1,205 +0.3%
MFG
19
Magnus Financial Group
New York
$5.88M 351,231 +31,272 +10%
Jane Street
20
Jane Street
New York
$5.35M 319,571 +319,571 New
SWM
21
Shelton Wealth Management
Texas
$5.05M 301,428 +7,489 +3%
Stifel Financial
22
Stifel Financial
Missouri
$4.8M 286,283 +59,681 +26%
Truist Financial
23
Truist Financial
North Carolina
$4.73M 282,286 -20,654 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$4.44M 265,072 +34,695 +15%
SCA
25
Snowden Capital Advisors
New York
$4.27M 254,938 +16,192 +7%
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