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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
   Key Financial Inc 2 - 2024-03-31 832,976 $14,852,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 41 - 2024-03-31 620,000 $11,296,000 0
   SUTTON PLACE INVESTORS LLC 25 - 2024-03-31 112,110 $2,043,000 0
   SlateStone Wealth LLC 194 - 2024-03-31 30,000 $547,000 0
   LFA - Lugano Financial Advisors SA 49 - 2024-03-31 24,000 $437,000 0
   McElhenny Sheffield Capital Management LLC 77 - 2024-03-31 17,693 $322,000 0
   SMITH MOORE & CO. 340 - 2023-12-31 15,500 $276,000 0
   American Institute for Advanced Investment Managem 115 - 2024-03-31 13,900 $253,000 0
   GREATMARK INVESTMENT PARTNERS, INC. 116 - 2024-03-31 13,400 $244,000 0
   Paladin Advisory Group LLC 125 - 2024-03-31 4,032 $73,000 0
   ALPHAMARK ADVISORS LLC 370 - 2024-03-31 2,000 $36,000 0
   Sound Income Strategies LLC 512 - 2024-03-31 1,711 $31,000 0
   Westside Investment Management Inc. 437 - 2024-03-31 1,500 $27,000 0
   Aspire Private Capital LLC 346 - 2024-03-31 876 $16,000 0
   Newbridge Financial Services Group Inc. 692 - 2024-03-31 750 $14,000 0
   DHJJ Financial Advisors Ltd. 766 - 2024-03-31 5 $0 0
  16 Records found
  1    
  Page 1 of 1
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