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First Trust Institutional Preferred Securities and Income ETF (FPEI) Institutional Ownership

First Trust Institutional Preferred Securities and Income ETF logo
$18.53 +0.02 (+0.11%)
Closing price 05/22/2025 04:10 PM Eastern
Extended Trading
$18.58 +0.05 (+0.26%)
As of 05/22/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$304.37M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$106.94M
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FPEI Institutional Buying and Selling by Quarter

First Trust Institutional Preferred Securities and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 McAdam LLC96,962$1.81M0.1%+39.0%0.116%
5/21/2025 Geneos Wealth Management Inc.107,318$2.01M0.1%+28,826.7%0.128%
5/20/2025 Focus Partners Wealth101,718$1.90M0.0%+8.6%0.122%
5/20/2025 Integrity Alliance LLC.282,071$5.28M0.2%+165.4%0.337%
5/19/2025 Jane Street Group LLC81,300$1.52M0.0%N/A0.100%
5/16/2025 Plotkin Financial Advisors LLC30,333$567K0.3%+50.2%0.037%
5/16/2025 Clark Capital Management Group Inc.451,904$8.45M0.1%+36.1%0.553%
5/15/2025 Royal Bank of Canada3,334,754$62.36M0.0%+11.9%4.082%
5/15/2025 Baird Financial Group Inc.757,132$14.16M0.0%-1.2%0.927%
5/14/2025 Comerica Bank90,920$1.70M0.0%+19.9%0.111%
5/14/2025 Synovus Financial Corp27,981$523K0.0%-24.3%0.034%
5/14/2025 Northwestern Mutual Wealth Management Co.63,242$1.18M0.0%+80.8%0.077%
5/14/2025 Hobbs Group Advisors LLC27,148$508K0.2%+3.1%0.033%
5/13/2025 Raymond James Financial Inc.1,784,921$33.38M0.0%-9.3%2.185%
5/13/2025 United Capital Management of KS Inc.63,541$1.19M0.2%+1.5%0.078%
5/13/2025 Leigh Baldwin & CO. LLC12,045$225K0.2%-5.6%0.015%
5/13/2025 Vestmark Advisory Solutions Inc.35,825$670K0.0%+13.8%0.044%
5/12/2025 Maia Wealth LLC29,798$540K0.1%-4.0%0.036%
5/12/2025 Balanced Rock Investment Advisors LLC19,017$356K0.3%+4.1%0.023%
5/12/2025 Zions Bancorporation National Association UT5,000$94K0.0%N/A0.006%
5/9/2025 Citizens Financial Group Inc. RI574,115$10.74M0.2%-1.4%0.703%
5/9/2025 WealthShield Partners LLC11,595$217K0.0%N/A0.014%
5/9/2025 Atria Wealth Solutions Inc.19,082$357K0.0%-19.3%0.023%
5/8/2025 US Bancorp DE43,364$811K0.0%+34.8%0.053%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management72,097$1.35M0.0%-10.5%0.088%
5/8/2025 Harbour Investments Inc.25,358$474K0.0%+14.0%0.031%
5/8/2025 Arkadios Wealth Advisors37,791$707K0.0%+5.0%0.046%
5/8/2025 Marshall Investment Management LLC157,523$2.95M1.8%-13.4%0.193%
5/8/2025 Geneos Wealth Management Inc.299,681$5.60M0.1%+80,676.5%0.367%
5/7/2025 Viawealth LLC15,204$284K0.2%-15.9%0.019%
5/7/2025 LPL Financial LLC3,837,937$71.77M0.0%+9.1%4.698%
5/6/2025 Assetmark Inc.31,469$588K0.0%+12.5%0.039%
5/6/2025 Cetera Investment Advisers764,902$14.30M0.0%+15.6%0.936%
5/6/2025 Avantax Advisory Services Inc.37,999$711K0.0%+48.8%0.047%
5/6/2025 Summit Wealth Partners LLC25,614$479K0.1%-20.8%0.031%
5/5/2025 J.W. Cole Advisors Inc.45,679$854K0.0%-58.3%0.056%
5/5/2025 IFP Advisors Inc13,342$250K0.0%-41.7%0.016%
5/5/2025 Kestra Private Wealth Services LLC44,922$840K0.0%+2.5%0.055%
5/5/2025 Private Advisor Group LLC161,296$3.02M0.0%+4.1%0.197%
5/2/2025 Kingsview Wealth Management LLC274,930$5.14M0.1%+7.8%0.337%
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5/2/2025 Welch & Forbes LLC146,708$2.74M0.0%-16.2%0.180%
5/2/2025 Sigma Planning Corp73,248$1.37M0.0%-4.7%0.090%
5/1/2025 Key Financial Inc424,465$7.94M1.7%-4.1%0.520%
5/1/2025 CWM LLC164,999$3.09M0.0%+3.2%0.202%
5/1/2025 Greatmark Investment Partners Inc.11,500$215K0.0%-19.4%0.014%
5/1/2025 Platform Technology Partners70,225$1.31M0.4%+7.3%0.086%
5/1/2025 Fifth Third Securities Inc.35,659$667K0.1%-89.7%0.044%
4/30/2025 Stratos Wealth Partners LTD.58,927$1.10M0.0%+3.7%0.072%
4/29/2025 Envestnet Asset Management Inc.2,463,341$46.06M0.0%+18.0%3.015%
4/29/2025 Concurrent Investment Advisors LLC15,073$282K0.0%-3.6%0.018%
4/29/2025 Wayfinding Financial LLC205,329$3.84M1.7%+33.2%0.251%
4/29/2025 Silver Oak Securities Incorporated31,333$585K0.1%+2.7%0.038%
4/28/2025 Mutual Advisors LLC15,272$282K0.0%-36.3%0.019%
4/28/2025 DAVENPORT & Co LLC10,971$205K0.0%N/A0.013%
4/25/2025 Essex LLC805,961$15.07M3.3%-4.1%0.933%
4/25/2025 Sovran Advisors LLC55,648$1.02M0.1%+13.0%0.064%
4/25/2025 Capital Advisors Wealth Management LLC11,564$216K0.0%N/A0.013%
4/24/2025 Elevated Capital Advisors LLC374,347$7M2.0%-8.0%0.434%
4/24/2025 Mirae Asset Global Investments Co. Ltd.43,183$806K0.0%-27.2%0.050%
4/24/2025 Beacon Financial Advisory LLC58,531$1.10M0.3%+29.5%0.068%
4/23/2025 Flavin Financial Services Inc.21,563$403K0.4%-25.7%0.025%
4/23/2025 Spire Wealth Management25,363$474K0.0%-2.2%0.029%
4/23/2025 Continuum Advisory LLC3,648$68K0.0%N/A0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.43,312$810K0.0%-6.7%0.050%
4/22/2025 Veridan Wealth LLC123,022$2.30M1.0%+3.2%0.142%
4/21/2025 Shelton Wealth Management LLC165,722$3.10M1.7%+5.4%0.192%
4/21/2025 Silver Oak Securities Incorporated155,536$2.91M0.3%+409.7%0.180%
4/21/2025 Envestnet Portfolio Solutions Inc.78,749$1.47M0.0%+12.0%0.091%
4/21/2025 Dunhill Financial LLC5,520$103K0.0%-13.2%0.006%
4/21/2025 Kingswood Wealth Advisors LLC39,800$745K0.0%+100.0%0.046%
4/18/2025 Wagner Wealth Management LLC17,937$335K0.1%+20.9%0.021%
4/17/2025 Inscription Capital LLC32,925$600K0.1%N/A0.038%
4/17/2025 Janney Montgomery Scott LLC84,300$1.58M0.0%-28.3%0.098%
4/16/2025 Lakeridge Wealth Management LLC77,552$1.45M0.7%+3.3%0.090%
4/16/2025 Wealth Enhancement Advisory Services LLC24,778$463K0.0%+44.9%0.029%
4/16/2025 Twin Peaks Wealth Advisors LLC51,549$937K0.4%-4.4%0.060%
4/15/2025 Integrated Advisors Network LLC23,298$436K0.0%+36.0%0.027%
4/15/2025 Integral Investment Advisors Inc.425,614$7.96M2.5%+0.8%0.493%
4/15/2025 Walker Asset Management LLC82,200$1.54M0.9%-1.4%0.095%
4/15/2025 Wealthcare Advisory Partners LLC41,460$775K0.0%-17.9%0.048%
4/14/2025 Farther Finance Advisors LLC3,410$64K0.0%+126.9%0.004%
4/14/2025 Park Avenue Securities LLC116,024$2.17M0.0%+34.3%0.134%
4/14/2025 ARS Wealth Advisors Group LLC14,340$268K0.0%-8.3%0.017%
4/14/2025 Miracle Mile Advisors LLC128,187$2.40M0.0%-9.2%0.148%
4/11/2025 Princeton Global Asset Management LLC69,339$1.30M0.3%-11.3%0.080%
4/11/2025 Magnus Financial Group LLC53,180$994K0.1%+1.8%0.062%
4/11/2025 Adamsbrown Wealth Consultants LLC824,341$15.42M4.8%+8.2%0.955%
4/10/2025 Beacon Financial Group130,516$2.44M0.3%-2.4%0.151%
4/9/2025 RFG Advisory LLC149,203$2.79M0.1%+56.4%0.173%
4/9/2025 Merit Financial Group LLC1,443,703$27.00M0.4%N/A1.672%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
4/9/2025 Elevation Wealth Partners LLC184,895$3.46M1.5%-3.3%0.214%
4/9/2025 Flagstar Advisors Inc.357,513$6.69M1.7%+4.2%0.414%
4/9/2025 NBC Securities Inc.62,811$1.17M0.1%+418,640.0%0.073%
4/9/2025 Advance Capital Management Inc.10,996$206K0.0%N/A0.013%
4/2/2025 Park National Corp OH67,555$1.26M0.0%+10.8%0.078%
3/17/2025 Wealth Enhancement Advisory Services LLC17,095$320K0.0%+55.7%0.020%
3/6/2025 TFR Capital LLC.11,447$214K0.1%N/A0.014%
3/6/2025 Plotkin Financial Advisors LLC20,189$378K0.2%-3.2%0.024%
2/25/2025 Leigh Baldwin & CO. LLC12,755$239K0.1%N/A0.018%
2/25/2025B. Riley Wealth Advisors Inc.10,671$200K0.0%-73.3%0.015%
(Data available from 1/1/2016 forward)

FPEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPEI shares?

During the previous two years, 197 institutional investors and hedge funds held shares of First Trust Institutional Preferred Securities and Income ETF. The most heavily invested institutionals were UBS Group AG ($114.53M), Bank of America Corp DE ($84.00M), LPL Financial LLC ($71.77M), Royal Bank of Canada ($62.36M), Envestnet Asset Management Inc. ($46.06M), Smith Chas P & Associates PA Cpas ($40.36M), and NewEdge Advisors LLC ($38.16M).Learn more on FPEI's institutional investors.

Which institutional investors have been buying First Trust Institutional Preferred Securities and Income ETF stock?

Of the 174 institutional investors that purchased First Trust Institutional Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.94M), GUNN & Co INVESTMENT MANAGEMENT INC. ($2.03M), LPL Financial LLC ($1.80M), UBS Group AG ($1.62M), Merit Financial Group LLC ($1.44M), JPMorgan Chase & Co. ($1.28M), and Key Financial Inc ($826.81K).

How much institutional buying is happening at First Trust Institutional Preferred Securities and Income ETF?

Institutional investors have bought a total of 27,788,078 shares in the last 24 months. This purchase volume represents approximately $503.83M in transactions.

Which First Trust Institutional Preferred Securities and Income ETF major shareholders have been selling company stock?

Of the 109 institutional investors that sold First Trust Institutional Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GUNN & Co INVESTMENT MANAGEMENT INC. ($3.90M), Miracle Mile Advisors LLC ($1.56M), Csenge Advisory Group ($881.79K), Key Financial Inc ($543.92K), Renaissance Technologies LLC ($514.06K), Beacon Financial Group ($504.18K), and Raymond James Financial Services Advisors Inc. ($457.50K).

How much institutional selling is happening at First Trust Institutional Preferred Securities and Income ETF?

Institutional investors have sold a total of 13,070,198 shares in the last 24 months. This volume of shares sold represents approximately $236.20M in transactions.



This page (NYSEARCA:FPEI) was last updated on 5/23/2025 by MarketBeat.com Staff
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