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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

153 hedge funds and large institutions have $927M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
69
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.63M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$213M
2
GCIM
2
Gunn & Company Investment Management
Florida
$2.29M
3
Jane Street
3
Jane Street
New York
$0
4
LPL Financial
4
LPL Financial
California
$45.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$213M 11,708,206 -11,803,158 -50%
UBS Group
2
UBS Group
Switzerland
$136M 7,460,004 +1,036,428 +16%
Bank of America
3
Bank of America
North Carolina
$80.5M 4,417,097 +239,799 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$55.5M 3,048,503 -324,321 -10%
LPL Financial
5
LPL Financial
California
$45.2M 2,481,287 -363,940 -13%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$38.3M 2,103,853 +74,147 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.3M 1,279,722 +426,698 +50%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$21.3M 1,170,008 +857,902 +275%
CBB
9
Citizens Business Bank
California
$17.9M 979,784 +6,956 +0.7%
EL
10
Essex LLC
Illinois
$16.2M 890,813 -6,976 -0.8%
KFI
11
Key Financial Inc
Pennsylvania
$16.1M 882,575 +49,599 +6%
MMA
12
Miracle Mile Advisors
California
$14.3M 787,354 -203,928 -21%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.3M 784,596 +56,730 +8%
Truist Financial
14
Truist Financial
North Carolina
$13.4M 733,743 +56,299 +8%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$11.3M 620,000 – –
AWC
16
Adamsbrown Wealth Consultants
Kansas
$11.2M 617,439 +31,121 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.1M 611,561 +134,933 +28%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$10.8M 592,930 +39,986 +7%
RJA
19
Raymond James & Associates
Florida
$9.38M 515,048 +19,281 +4%
Renaissance Technologies
20
Renaissance Technologies
New York
$8.57M 470,425 -174,675 -27%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$7.58M 416,000 +263,209 +172%
ECA
22
Elevated Capital Advisors
Utah
$7.47M 410,223 +20,820 +5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.63M 363,963 +347,206 +2,072%
IIA
24
Integral Investment Advisors
California
$4.87M 267,417 +41,022 +18%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.67M 256,368 +4,788 +2%
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