FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

185 hedge funds and large institutions have $1.45B invested in First Trust Institutional Preferred Securities and Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 7 closing their positions.

Holders
185
Holders Change
+22
Holders Change %
+13.5%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
34
Increased
84
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$29.7M
4
LPL Financial
4
LPL Financial
California
$65.8M
5
UBS Group
5
UBS Group
Switzerland
$156M

Top Sellers

1
KFI
1
Key Financial Inc
Pennsylvania
$8.28M
2
Bank of America
2
Bank of America
North Carolina
$84M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.84M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$261M
5
CBB
5
Citizens Business Bank
California
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$295M 15,797,940 +793,033 +5%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$261M 13,952 -361 -3%
UBS Group
3
UBS Group
Switzerland
$156M 8,326,336 +380,818 +5%
Bank of America
4
Bank of America
North Carolina
$84M 4,491,690 -454,571 -9%
LPL Financial
5
LPL Financial
California
$65.8M 3,518,452 +641,323 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$55.7M 2,979,652 +48,838 +2%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$40.4M 2,158,373 +39,037 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$39M 2,087,844 +54,519 +3%
NA
9
NewEdge Advisors
Louisiana
$38.2M 2,040,509 +152,967 +8%
Raymond James Financial
10
Raymond James Financial
Florida
$36.8M 1,968,287 +1,968,287 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$29.7M 1,586,258 +652,332 +70%
Truist Financial
12
Truist Financial
North Carolina
$19.9M 1,065,892 +41,898 +4%
CBB
13
Citizens Business Bank
California
$18.7M 818,031 -138,855 -15%
EL
14
Essex LLC
Illinois
$15.7M 840,706 -36,533 -4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$14.3M 766,385 +144,403 +23%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$14.3M 762,208 +103,885 +16%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.2M 703,472 -71,092 -9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.4M 661,475 +154,054 +30%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$11.6M 620,000 – –
CFG
20
Citizens Financial Group
Rhode Island
$10.9M 582,266 -35,584 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.7M 465,283 +198,201 +74%
KFI
22
Key Financial Inc
Pennsylvania
$8.28M 442,743 -525,646 -54%
IIA
23
Integral Investment Advisors
California
$7.89M 422,190 +139,757 +49%
ECA
24
Elevated Capital Advisors
Utah
$7.61M 406,786 +482 +0.1%
SA
25
Stonebridge Advisors
Connecticut
$6.87M 367,239 +367,239 New
1
2 3 4 5