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

First Trust Institutional Preferred Securities and Income ETF logo
$19.04 +0.03 (+0.16%)
As of 07/3/2025 05:00 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)
$295.71M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Park National Corp OH79,570$1.51M0.0%+17.8%0.094%
5/21/2025McAdam 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%
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%
5/14/2025Hobbs 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%
5/9/2025Atria Wealth Solutions Inc.19,082$357K0.0%-19.3%0.023%
5/8/2025US Bancorp DE43,364$811K0.0%+34.8%0.053%
5/8/2025Empirical 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%
5/5/2025IFP 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%
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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%
5/1/2025CWM 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%
5/1/2025Fifth 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%
4/29/2025Concurrent Investment Advisors LLC15,073$282K0.0%-3.6%0.018%
4/29/2025Wayfinding Financial LLC205,329$3.84M1.7%+33.2%0.251%
4/29/2025Silver Oak Securities Incorporated31,333$585K0.1%+2.7%0.038%
4/28/2025Mutual Advisors LLC15,272$282K0.0%-36.3%0.019%
4/28/2025DAVENPORT & Co LLC10,971$205K0.0%N/A0.013%
4/25/2025Essex LLC805,961$15.07M3.3%-4.1%0.933%
4/25/2025Sovran Advisors LLC55,648$1.02M0.1%+13.0%0.064%
4/25/2025Capital Advisors Wealth Management LLC11,564$216K0.0%N/A0.013%
4/24/2025Elevated Capital Advisors LLC374,347$7M2.0%-8.0%0.434%
4/24/2025Mirae Asset Global Investments Co. Ltd.43,183$806K0.0%-27.2%0.050%
4/24/2025Beacon 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%
4/22/2025Cambridge Investment Research Advisors Inc.43,312$810K0.0%-6.7%0.050%
4/22/2025Veridan Wealth LLC123,022$2.30M1.0%+3.2%0.142%
4/21/2025Shelton Wealth Management LLC165,722$3.10M1.7%+5.4%0.192%
4/21/2025Silver Oak Securities Incorporated155,536$2.91M0.3%+409.7%0.180%
4/21/2025Envestnet Portfolio Solutions Inc.78,749$1.47M0.0%+12.0%0.091%
4/21/2025Dunhill Financial LLC5,520$103K0.0%-13.2%0.006%
4/21/2025Kingswood Wealth Advisors LLC39,800$745K0.0%+100.0%0.046%
4/18/2025Wagner Wealth Management LLC17,937$335K0.1%+20.9%0.021%
4/17/2025Inscription Capital LLC32,925$600K0.1%N/A0.038%
4/17/2025Janney Montgomery Scott LLC84,300$1.58M0.0%-28.3%0.098%
4/16/2025Lakeridge Wealth Management LLC77,552$1.45M0.7%+3.3%0.090%
4/16/2025Wealth Enhancement Advisory Services LLC24,778$463K0.0%+44.9%0.029%
4/16/2025Twin Peaks Wealth Advisors LLC51,549$937K0.4%-4.4%0.060%
4/15/2025Integrated Advisors Network LLC23,298$436K0.0%+36.0%0.027%
4/15/2025Integral Investment Advisors Inc.425,614$7.96M2.5%+0.8%0.493%
4/15/2025Walker Asset Management LLC82,200$1.54M0.9%-1.4%0.095%
4/15/2025Wealthcare Advisory Partners LLC41,460$775K0.0%-17.9%0.048%
4/14/2025Farther Finance Advisors LLC3,410$64K0.0%+126.9%0.004%
4/14/2025Park Avenue Securities LLC116,024$2.17M0.0%+34.3%0.134%
4/14/2025ARS Wealth Advisors Group LLC14,340$268K0.0%-8.3%0.017%
4/14/2025Miracle Mile Advisors LLC128,187$2.40M0.0%-9.2%0.148%
4/11/2025Princeton Global Asset Management LLC69,339$1.30M0.3%-11.3%0.080%
4/11/2025Magnus Financial Group LLC53,180$994K0.1%+1.8%0.062%
4/11/2025Adamsbrown Wealth Consultants LLC824,341$15.42M4.8%+8.2%0.955%
4/10/2025Beacon Financial Group130,516$2.44M0.3%-2.4%0.151%
4/9/2025RFG Advisory LLC149,203$2.79M0.1%+56.4%0.173%
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4/9/2025Merit Financial Group LLC1,443,703$27.00M0.4%N/A1.672%
4/9/2025Elevation Wealth Partners LLC184,895$3.46M1.5%-3.3%0.214%
4/9/2025Flagstar Advisors Inc.357,513$6.69M1.7%+4.2%0.414%
4/9/2025NBC Securities Inc.62,811$1.17M0.1%+418,640.0%0.073%
4/9/2025Advance 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%
3/17/2025Wealth Enhancement Advisory Services LLC17,095$320K0.0%+55.7%0.020%
3/6/2025TFR Capital LLC.11,447$214K0.1%N/A0.014%
3/6/2025Plotkin Financial Advisors LLC20,189$378K0.2%-3.2%0.024%
2/25/2025Leigh Baldwin & CO. LLC12,755$239K0.1%N/A0.018%
(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 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 174 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 ($1.44M), 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 15,805,263 shares in the last 24 months. This purchase volume represents approximately $295.71M in transactions.

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

Of the 73 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), Miracle Mile Advisors LLC ($659.17K), Key Financial Inc ($543.92K), Renaissance Technologies LLC ($514.06K), Bank of America Corp DE ($454.57K), Fifth Third Securities Inc. ($312.03K), and Raymond James Financial Inc. ($183.37K).

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

Institutional investors have sold a total of 5,690,057 shares in the last 24 months. This volume of shares sold represents approximately $106.94M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 7/4/2025 by MarketBeat.com Staff
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