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

First Trust Institutional Preferred Securities and Income ETF logo
$18.98 +0.01 (+0.03%)
As of 02:16 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$321.80M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$103.15M
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FPEI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2025Stratos Wealth Partners LTD.55,940$1.06M0.0%-5.1%0.065%
7/28/2025Mutual Advisors LLC13,322$253K0.0%-12.8%0.016%
7/28/2025Essex LLC763,618$14.50M2.9%-5.3%0.892%
7/28/2025RFG Advisory LLC158,831$3.02M0.1%+6.5%0.185%
7/25/2025 Atria Wealth Solutions Inc.20,405$387K0.0%+6.9%0.024%
7/25/2025 Envestnet Portfolio Solutions Inc.46,232$878K0.0%-41.3%0.054%
7/25/2025 CWM LLC188,336$3.58M0.0%+14.1%0.220%
7/23/2025 Kingswood Wealth Advisors LLC10,700$203K0.0%-73.1%0.012%
7/22/2025 Merit Financial Group LLC1,556,456$29.56M0.3%+7.8%1.817%
7/22/2025 Beacon Financial Advisory LLC70,163$1.33M0.3%+19.9%0.082%
7/22/2025 Sutton Place Investors LLC119,647$2.27M1.4%+3.2%0.140%
7/22/2025 Wealthcare Advisory Partners LLC40,020$760K0.0%-3.5%0.047%
7/22/2025 Accel Wealth Management17,487$332K0.1%-13.6%0.020%
7/21/2025 Ameritas Advisory Services LLC4,046$77K0.0%-74.7%0.005%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management67,867$1.29M0.0%-5.9%0.079%
7/21/2025 Greenwood Capital Associates LLC10,626$202K0.0%N/A0.012%
7/21/2025 Synergy Asset Management LLC202,340$3.84M0.4%N/A0.236%
7/21/2025 Mirae Asset Global Investments Co. Ltd.48,000$912K0.0%+11.2%0.056%
7/18/2025 Truist Financial Corp1,209,178$22.96M0.0%+8.7%1.412%
7/17/2025 Janney Montgomery Scott LLC98,297$1.87M0.0%+16.6%0.115%
7/17/2025 Smith Chas P & Associates PA Cpas2,292,114$43.53M2.4%+2.2%2.676%
7/17/2025 Montis Financial LLC10,973$208K0.1%N/A0.013%
7/17/2025 Fifth Third Securities Inc.37,087$704K0.1%+4.0%0.043%
7/15/2025 McAdam LLC125,133$2.38M0.1%+29.1%0.146%
7/15/2025 Financial Partners Group Inc28,238$536K0.1%N/A0.033%
7/14/2025 Flagstar Advisors Inc.200,050$3.80M1.1%-44.0%0.234%
7/14/2025 Park Avenue Securities LLC66,499$1.26M0.0%-42.7%0.078%
7/11/2025 Annex Advisory Services LLC840,952$15.97M0.4%N/A0.982%
7/11/2025 Shelton Wealth Management LLC56,668$1.08M0.5%-65.8%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC21,424$408K0.0%-13.5%0.025%
7/10/2025 Sovran Advisors LLC54,488$1.04M0.1%-2.1%0.064%
7/9/2025 Beacon Financial Group123,016$2.34M0.2%-5.7%0.144%
7/8/2025 Elevation Wealth Partners LLC192,208$3.65M1.4%+4.0%0.225%
7/8/2025 Adamsbrown Wealth Consultants LLC863,024$16.39M4.8%+4.7%1.009%
7/8/2025 NBC Securities Inc.71,759$1.36M0.1%+14.2%0.084%
7/7/2025 Nova Wealth Management Inc.11,658$221K0.2%-25.1%0.014%
7/1/2025 Park National Corp OH79,570$1.51M0.0%+17.8%0.094%
5/21/2025 McAdam LLC96,962$1.81M0.1%+39.0%0.116%
5/21/2025Geneos Wealth Management Inc.107,318$2.01M0.1%+28,826.7%0.128%
5/20/2025Focus Partners Wealth101,718$1.90M0.0%+8.6%0.122%
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5/20/2025Integrity Alliance LLC.282,071$5.28M0.2%+165.4%0.337%
5/19/2025Jane Street Group LLC81,300$1.52M0.0%N/A0.100%
5/16/2025Plotkin Financial Advisors LLC30,333$567K0.3%+50.2%0.037%
5/16/2025Clark Capital Management Group Inc.451,904$8.45M0.1%+36.1%0.553%
5/15/2025Royal Bank of Canada3,334,754$62.36M0.0%+11.9%4.082%
5/15/2025Baird Financial Group Inc.757,132$14.16M0.0%-1.2%0.927%
5/14/2025Comerica Bank90,920$1.70M0.0%+19.9%0.111%
5/14/2025Synovus Financial Corp27,981$523K0.0%-24.3%0.034%
5/14/2025Northwestern 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%
5/13/2025Raymond James Financial Inc.1,784,921$33.38M0.0%-9.3%2.185%
5/13/2025United Capital Management of KS Inc.63,541$1.19M0.2%+1.5%0.078%
5/13/2025Leigh Baldwin & CO. LLC12,045$225K0.2%-5.6%0.015%
5/13/2025Vestmark Advisory Solutions Inc.35,825$670K0.0%+13.8%0.044%
5/12/2025Maia Wealth LLC29,798$540K0.1%-4.0%0.036%
5/12/2025Balanced Rock Investment Advisors LLC19,017$356K0.3%+4.1%0.023%
5/12/2025Zions Bancorporation National Association UT5,000$94K0.0%N/A0.006%
5/9/2025Citizens Financial Group Inc. RI574,115$10.74M0.2%-1.4%0.703%
5/9/2025WealthShield 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%
5/8/2025Harbour Investments Inc.25,358$474K0.0%+14.0%0.031%
5/8/2025Arkadios Wealth Advisors37,791$707K0.0%+5.0%0.046%
5/8/2025Marshall Investment Management LLC157,523$2.95M1.8%-13.4%0.193%
5/8/2025Geneos Wealth Management Inc.299,681$5.60M0.1%+80,676.5%0.367%
5/7/2025Viawealth LLC15,204$284K0.2%-15.9%0.019%
5/7/2025LPL Financial LLC3,837,937$71.77M0.0%+9.1%4.698%
5/6/2025Assetmark Inc.31,469$588K0.0%+12.5%0.039%
5/6/2025Cetera Investment Advisers764,902$14.30M0.0%+15.6%0.936%
5/6/2025Avantax Advisory Services Inc.37,999$711K0.0%+48.8%0.047%
5/6/2025Summit Wealth Partners LLC25,614$479K0.1%-20.8%0.031%
5/5/2025J.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%
5/5/2025Kestra Private Wealth Services LLC44,922$840K0.0%+2.5%0.055%
5/5/2025Private Advisor Group LLC161,296$3.02M0.0%+4.1%0.197%
5/2/2025Kingsview Wealth Management LLC274,930$5.14M0.1%+7.8%0.337%
5/2/2025Welch & Forbes LLC146,708$2.74M0.0%-16.2%0.180%
5/2/2025Sigma Planning Corp73,248$1.37M0.0%-4.7%0.090%
5/1/2025Key Financial Inc424,465$7.94M1.7%-4.1%0.520%
5/1/2025 CWM LLC164,999$3.09M0.0%+3.2%0.202%
5/1/2025Greatmark Investment Partners Inc.11,500$215K0.0%-19.4%0.014%
5/1/2025Platform 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%
4/30/2025Stratos Wealth Partners LTD.58,927$1.10M0.0%+3.7%0.072%
4/29/2025Envestnet 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%
4/29/2025Wayfinding Financial LLC205,329$3.84M1.7%+33.2%0.251%
4/29/2025 Silver Oak Securities Incorporated31,333$585K0.1%+2.7%0.038%
4/28/2025Mutual Advisors LLC15,272$282K0.0%-36.3%0.019%
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4/28/2025 DAVENPORT & Co LLC10,971$205K0.0%N/A0.013%
4/25/2025Essex LLC805,961$15.07M3.3%-4.1%0.933%
4/25/2025 Sovran Advisors LLC55,648$1.02M0.1%+13.0%0.064%
4/25/2025Capital 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%
4/23/2025Flavin Financial Services Inc.21,563$403K0.4%-25.7%0.025%
4/23/2025Spire Wealth Management25,363$474K0.0%-2.2%0.029%
4/23/2025Continuum Advisory LLC3,648$68K0.0%N/A0.004%
(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, 198 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 ($43.53M), and NewEdge Advisors LLC ($38.16M).Learn more on First Trust Institutional Preferred Securities and Income ETF's institutional investors.

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

Of the 170 institutional investors that purchased First Trust Institutional Preferred Securities and Income ETF's 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 ($1.56M), JPMorgan Chase & Co. ($1.28M), and Annex Advisory Services LLC ($840.95K).

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

Institutional investors have bought a total of 17,174,847 shares in the last 24 months. This purchase volume represents approximately $321.80M in transactions.

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

Of the 78 institutional investors that sold First Trust Institutional Preferred Securities and Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GUNN & Co INVESTMENT MANAGEMENT INC. ($1.99M), Key Financial Inc ($543.92K), Renaissance Technologies LLC ($514.06K), Bank of America Corp DE ($454.57K), Fifth Third Securities Inc. ($312.03K), Raymond James Financial Inc. ($183.37K), and Flagstar Advisors Inc. ($157.46K).

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

Institutional investors have sold a total of 5,468,546 shares in the last 24 months. This volume of shares sold represents approximately $103.15M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 7/29/2025 by MarketBeat.com Staff
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