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Get Institutions for : 
First Trust Institutional Preferred Securities And Income Etf (FPEI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    11
Total shares held : 
 49,779,381  
% of shares held : 
 33.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 7,816,996  
% of shares held change : 
   5.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 1,221,267
 2.45%
 
Increased Positions :
48
 9,633,669
 19.35%
 
Unchanged Positions :
17
 836,560
 1.68%
 
Decreased Positions :
58
-2,525,397
-5.07%
 
Closed Positions :
8
-512,543
-1.03%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TKG Advisors LLC 11 *New 2024-03-31 229,174 $4,176,000 229,174
   G&S Capital LLC 12 *New 2024-03-31 186,976 $3,407,000 186,976
   Wayfinding Financial LLC 20 *New 2024-03-31 109,303 $1,987,000 109,303
   Visionary Wealth Advisors 183 *New 2023-12-31 86,607 $1,544,000 86,607
   Global Assets Advisory LLC 183 *New 2024-03-31 27,300 $1,500,000 27,300
   Inscription Capital LLC 84 *New 2024-03-31 32,845 $598,000 32,845
   We Are One Seven LLC 516 *New 2023-12-31 28,443 $507,000 28,443
   US BANCORP 1625 *New 2024-03-31 21,917 $399,000 21,917
   HRT FINANCIAL LLC 1455 *New 2023-12-31 17,790 $317,000 17,790
   CITADEL ADVISORS LLC 4049 *New 2023-12-31 17,584 $314,000 17,584
   Main Street Financial Solutions LLC 445 *New 2024-03-31 13,916 $254,000 13,916
   ARS Wealth Advisors Group LLC 128 *New 2023-12-31 14,182 $253,000 14,182
   TWO SIGMA SECURITIES LLC 821 *New 2023-12-31 12,225 $218,000 12,225
   Ausdal Financial Partners Inc. 426 *New 2024-03-31 11,862 $216,000 11,862
   AE Wealth Management LLC 1882 *New 2023-12-31 10,507 $189,000 10,507
   Bickling Financial Services Inc. 117 *New 2022-12-31 10,272 $183,000 10,272
   SIGNATUREFD, LLC 1618 *New 2024-03-31 2,400 $44,000 2,400
   RICHARDSON FINANCIAL SERVICES INC. 348 *New 2024-03-31 655 $12,000 655
   COLONIAL ASSET MANAGEMENT, INC. 487 *New 2023-12-31 672 $12,000 672
   EdgeRock Capital LLC 257 *New 2023-12-31 227 $4,000 227
   BNP PARIBAS ARBITRAGE SA 2938 *New 2024-03-31 146 $3,000 146
  21 Records found
  1    
  Page 1 of 1
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