FPEI icon

First Trust Institutional Preferred Securities and Income ETF

166 hedge funds and large institutions have $947M invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
30
Increased
64
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$214M 11,636,106 -72,100 -0.6%
UBS Group
2
UBS Group
Switzerland
$135M 7,368,621 -91,383 -1%
Bank of America
3
Bank of America
North Carolina
$83.1M 4,522,123 +105,026 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$56.6M 3,083,417 +34,914 +1%
LPL Financial
5
LPL Financial
California
$52.1M 2,835,054 +353,767 +14%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$38.9M 2,117,629 +13,776 +0.7%
GCIM
7
Gunn & Company Investment Management
Florida
$38.9M 2,117,629 +1,991,957 +1,585%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.5M 1,388,483 +108,761 +8%
CBB
9
Citizens Business Bank
California
$17.9M 973,616 -6,168 -0.6%
KFI
10
Key Financial Inc
Pennsylvania
$16.4M 893,857 +11,282 +1%
EL
11
Essex LLC
Illinois
$16.2M 884,401 -6,412 -0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$14.2M 771,945 -12,651 -2%
Truist Financial
13
Truist Financial
North Carolina
$14M 764,290 +30,547 +4%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$11.4M 620,659 +3,220 +0.5%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$11.4M 620,000
Osaic Holdings
16
Osaic Holdings
Arizona
$11.1M 603,844 -7,717 -1%
RJA
17
Raymond James & Associates
Florida
$9.39M 511,074 -3,974 -0.8%
CFG
18
Citizens Financial Group
Rhode Island
$8.2M 446,120 +446,120 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$7.66M 416,872 +872 +0.2%
ECA
20
Elevated Capital Advisors
Utah
$7.5M 408,411 -1,812 -0.4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$7.27M 396,006 +32,043 +9%
Renaissance Technologies
22
Renaissance Technologies
New York
$6.42M 349,400 -121,025 -26%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.67M 308,839 -861,169 -74%
FA
24
Flagstar Advisors
New York
$4.81M 262,072 +16,000 +7%
IIA
25
Integral Investment Advisors
California
$4.81M 261,761 -5,656 -2%