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First Trust Institutional Preferred Securities and Income ETF
FPEI

Overview Fund Activity

179 hedge funds and large institutions have $1.26B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
2.43%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
17
Increased
82
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$27M
2
Morgan Stanley
2
Morgan Stanley
New York
$316M
3
GWM
3
Geneos Wealth Management
Colorado
$7.61M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M

Top Sellers

1
SA
1
Stonebridge Advisors
Connecticut
$0
2
FTS
2
Fifth Third Securities
Ohio
$667K
3
SAM
3
Synergy Asset Management
Washington
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$33.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$316M 16,874,398 +1,076,458 +7%
UBS Group
2
UBS Group
Switzerland
$160M 8,562,892 +236,556 +3%
Bank of America
3
Bank of America
North Carolina
$86.3M 4,616,336 +124,646 +3%
LPL Financial
4
LPL Financial
California
$71.8M 3,837,937 +319,485 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M 3,334,754 +355,102 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.1M 2,463,341 +375,497 +18%
NA
7
NewEdge Advisors
Louisiana
$42M 2,247,632 +207,123 +10%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$41.9M 2,242,842 +84,469 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$33.4M 1,784,921 -183,366 -9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$27.3M 1,461,605 -124,653 -8%
MFG
11
Merit Financial Group
Georgia
$27M 1,443,703 +1,443,703 New
Truist Financial
12
Truist Financial
North Carolina
$20.8M 1,112,715 +46,823 +4%
CBB
13
Citizens Business Bank
California
$17.5M 937,794 +119,763 +15%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$15.4M 824,341 +62,133 +8%
EL
15
Essex LLC
Illinois
$15.1M 805,961 -34,745 -4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$14.3M 764,902 +103,427 +16%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$14.2M 757,132 -9,253 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$13M 693,419 -10,053 -1%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$11.6M 620,000 – –
CFG
20
Citizens Financial Group
Rhode Island
$10.7M 574,115 -8,151 -1%
CCMG
21
Clark Capital Management Group
Pennsylvania
$8.45M 451,904 +119,884 +36%
IIA
22
Integral Investment Advisors
California
$7.96M 425,614 +3,424 +0.8%
KFI
23
Key Financial Inc
Pennsylvania
$7.94M 424,465 -18,278 -4%
GWM
24
Geneos Wealth Management
Colorado
$7.61M 406,999 +406,628 +109,603%
ECA
25
Elevated Capital Advisors
Utah
$7M 374,347 -32,439 -8%
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