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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

163 hedge funds and large institutions have $1.13B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
75
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$286M
2
NA
2
NewEdge Advisors
Louisiana
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$38.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M
5
UBS Group
5
UBS Group
Switzerland
$152M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$2.36M
2
TA
2
TKG Advisors
Indiana
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55.9M
4
WA
4
Win Advisors
Florida
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$286M 15,004,907 +3,368,801 +29%
UBS Group
2
UBS Group
Switzerland
$152M 7,945,518 +576,897 +8%
Bank of America
3
Bank of America
North Carolina
$94.3M 4,946,261 +424,138 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$55.9M 2,930,814 -152,603 -5%
LPL Financial
5
LPL Financial
California
$54.9M 2,877,129 +42,075 +1%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$40.4M 2,119,336 +1,707 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$38.8M 2,033,325 +644,842 +46%
NA
8
NewEdge Advisors
Louisiana
$36M 1,887,542 +1,807,901 +2,270%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$20.4M 1,069,020 +297,075 +38%
Truist Financial
10
Truist Financial
North Carolina
$19.5M 1,023,994 +259,704 +34%
KFI
11
Key Financial Inc
Pennsylvania
$18.5M 968,389 +74,532 +8%
CBB
12
Citizens Business Bank
California
$18.2M 956,886 -16,730 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$17.8M 933,926 +625,087 +202%
EL
14
Essex LLC
Illinois
$16.7M 877,239 -7,162 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$14.8M 774,564 +170,720 +28%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$12.6M 658,323 +37,664 +6%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$11.9M 621,982 +205,110 +49%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$11.8M 620,000 – –
CFG
19
Citizens Financial Group
Rhode Island
$11.8M 617,850 +171,730 +38%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.4M 545,161 +195,761 +56%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$9.68M 507,421 +111,415 +28%
RJA
22
Raymond James & Associates
Florida
$9.36M 490,573 -20,501 -4%
ECA
23
Elevated Capital Advisors
Utah
$7.75M 406,304 -2,107 -0.5%
CCMG
24
Clark Capital Management Group
Pennsylvania
$6.29M 330,093 +99,466 +43%
Stifel Financial
25
Stifel Financial
Missouri
$6.06M 317,864 +71,345 +29%
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