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First Trust Institutional Preferred Securities and Income ETF
FPEI
FPEI
211 hedge funds and large institutions have $1.47B invested in First Trust Institutional Preferred Securities and Income ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 58 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
69% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 58
13% more funds holding
Funds holding: 186 → 211 (+25)
9% more capital invested
Capital invested by funds: $1.35B → $1.47B (+$126M)
1.87% more ownership
Funds ownership: 78.9% → 80.77% (+1.9%)
Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
2.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
98
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$38.3M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$19.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.84M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.86M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.69M |
