First Trust Institutional Preferred Securities and Income ETF (FPEI) Institutional Ownership $19.15 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI)Number ofInstitutional Buyers(last 12 months)154TotalInstitutional Inflows(last 12 months)$418.21MNumber ofInstitutional Sellers(last 12 months)95TotalInstitutional Outflows(last 12 months)$156.95M Get FPEI Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Institutional Preferred Securities and Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data FPEI Institutional Buying and Selling by Quarter First Trust Institutional Preferred Securities and Income ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Winnow Wealth LLC35,848$681K0.5%-13.4%0.036% 5/19/2026 NewEdge Advisors LLC793,314$15.07M0.3%-68.5%0.803% 5/19/2026 Bank of America Corp DE6,017,351$114.33M0.0%+29.3%6.094% 5/19/2026 Arkadios Wealth Advisors39,829$757K0.0%+84.6%0.040% 5/18/2026 Core Wealth Advisors Inc.25,804$490K0.1%+60.2%0.026% 5/18/2026 Royal Bank of Canada5,375,215$102.13M0.0%+7.0%5.443% 5/15/2026 Gateway Wealth Partners LLC36,873$701K0.0%+111.5%0.037% 5/14/2026 Keebeck Wealth Management117,430$2.23M0.3%+7.0%0.119% 5/13/2026 Cetera Investment Advisers673,855$12.80M0.0%-8.0%0.682% 5/13/2026 First Trust Advisors LP213,500$4.06M0.0%+12.8%0.216% Get the Latest News and Ratings for FPEI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Trust Institutional Preferred Securities and Income ETF and its competitors with MarketBeat's FREE daily newsletter. 5/6/2026 Assetmark Inc.43,253$822K0.0%+14.3%0.044% 5/6/2026 Independent Financial Group LLC10,467$199K0.0%N/A0.011% 5/5/2026 D.A. Davidson & CO.13,006$247K0.0%N/A0.013% 5/5/2026 Collaborative Wealth Managment Inc.25,659$488K0.2%-84.5%0.026% 5/5/2026 Geneos Wealth Management Inc.487,681$9.27M0.2%+43.7%0.494% 5/5/2026 LFA Lugano Financial Advisors SA28,400$537K0.3%+18.3%0.029% 5/5/2026 Sanctuary Advisors LLC39,221$745K0.0%+15.5%0.040% 5/5/2026 Sigma Planning Corp67,531$1.28M0.0%+3.8%0.068% 5/5/2026 Flynn Zito Capital Management LLC170,481$3.24M1.0%+52.2%0.173% 5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management54,392$1.03M0.0%-8.9%0.055% 5/2/2026 Valmark Advisers Inc.10,085$192K0.0%N/A0.010% 5/1/2026 Welch & Forbes LLC140,771$2.68M0.0%-2.1%0.143% 5/1/2026 Castle Wealth Management LLC12,200$232K0.1%-9.2%0.012% 5/1/2026 Citizens Financial Group Inc. RI996,035$18.93M0.3%+2.8%1.009% 5/1/2026 Fifth Third Bancorp90,174$1.71M0.0%N/A0.091% 5/1/2026 Sovran Advisors LLC53,831$1.03M0.1%+45.3%0.055% 4/30/2026 Elevated Capital Advisors LLC367,491$6.98M1.8%+3.8%0.370% 4/30/2026 Beacon Financial Group107,128$2.04M0.2%-3.6%0.108% 4/30/2026 Kestra Advisory Services LLC45,247$860K0.0%-27.8%0.045% 4/30/2026 Greenwood Capital Associates LLC29,582$562K0.1%+22.8%0.030% 4/29/2026 Integrated Advisors Network LLC35,863$681K0.0%-40.6%0.036% 4/29/2026 Shelton Wealth Management LLC50,154$953K0.4%-11.2%0.050% 4/28/2026 Integral Investment Advisors Inc.614,923$11.68M2.9%+2.0%0.616% 4/28/2026 Beacon Financial Advisory LLC51,055$970K0.2%-41.6%0.051% 4/27/2026 Baer Investment Advisory LLC185,938$3.53M0.4%N/A0.186% 4/27/2026 Private Advisor Group LLC177,403$3.37M0.0%-20.4%0.178% 4/27/2026 Platform Technology Partners66,481$1.26M0.2%+3.0%0.067% 4/27/2026 Sound Income Strategies LLC6,714$128K0.0%-20.3%0.007% 4/24/2026 True Blue Financial LLC103,539$1.97M1.6%-7.0%0.104% 4/24/2026 Essex LLC645,831$12.27M2.2%+0.6%0.647% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. 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IA ADV111,677$2.12M0.1%-1.3%0.112% 3/17/2026 Rockefeller Capital Management L.P.235,810$4.57M0.0%+19.0%0.244% 2/19/2026 Plotkin Financial Advisors LLC44,601$865K0.4%+19.3%0.046% 2/18/2026 Mercer Global Advisors Inc. ADV17,926$348K0.0%+63.6%0.019% 2/18/2026 NewEdge Advisors LLC2,521,541$48.89M0.2%+1.7%2.605% 2/18/2026 Vista Investment Management274,762$5.33M1.7%+2.5%0.284% 2/18/2026 Maia Wealth LLC23,388$457K0.1%-8.0%0.024% 2/18/2026Main Street Financial Solutions LLC25,287$490K0.0%+5.6%0.026% 2/17/2026 Integrated Advisors Network LLC60,405$1.17M0.1%+5.5%0.062% 2/17/2026 AQR Capital Management LLC10,973$213K0.0%N/A0.011% 2/17/2026 Cetera Investment Advisers732,076$14.20M0.0%+7.6%0.756% 2/17/2026 Kovack Advisors Inc.33,602$652K0.0%N/A0.035% 2/17/2026 Osaic Holdings Inc.654,521$12.69M0.0%+1.0%0.676% 2/17/2026 Private Advisor Group LLC222,966$4.32M0.0%+17.2%0.230% 2/17/2026 Clark Capital Management Group Inc.141,743$2.75M0.0%+3.0%0.146% 2/17/2026 Royal Bank of Canada5,023,950$97.42M0.0%+5.2%5.190% 2/17/2026 Beacon Financial Advisory LLC87,462$1.70M0.4%+25.2%0.090% 2/16/2026 MML Investors Services LLC43,550$844K0.0%+15.9%0.045% 2/16/2026 Mariner LLC32,127$623K0.0%+3.2%0.033% 2/16/2026 Focus Partners Wealth120,430$2.34M0.0%-13.5%0.124% 2/16/2026 Arax Advisory Partners1,866$36K0.0%N/A0.002% 2/13/2026 Kestra Advisory Services LLC62,695$1.22M0.0%-25.3%0.065% 2/13/2026 Visionary Wealth Advisors96,793$1.88M0.1%-6.3%0.100% 2/13/2026 Stifel Financial Corp335,389$6.50M0.0%-6.2%0.346% 2/13/2026 Balanced Rock Investment Advisors LLC27,065$525K0.4%+4.4%0.028% 2/13/2026 Morgan Stanley18,537,923$359.45M0.0%+11.9%19.151% 2/13/2026 Veridan Wealth LLC124,283$2.41M0.8%+2.0%0.128% 2/13/2026 Arkadios Wealth Advisors21,571$418K0.0%-22.8%0.022% 2/13/2026 First Trust Advisors LP189,278$3.67M0.0%+9.1%0.196% 2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,314$84K0.0%N/A0.004% 2/13/2026 Summit Financial LLC28,643$555K0.0%-18.0%0.030% 2/13/2026 United Capital Management of KS Inc.52,265$1.01M0.1%+2.7%0.054% 2/12/2026 Commonwealth Equity Services LLC382,369$7.41M0.0%+16.5%0.395% 2/12/2026 Ankerstar Wealth LLC7,187$139K0.1%N/A0.007% 2/12/2026 StoneX Group Inc.47,800$927K0.0%-2.5%0.049% 2/12/2026 Leigh Baldwin & CO. LLC12,743$247K0.2%-76.6%0.013% 2/12/2026 Steward Partners Investment Advisory LLC80,618$1.56M0.0%+2.0%0.083% 2/12/2026 Colonial Trust Co SC1,900$37K0.0%+137.5%0.002% 2/12/2026 Principal Securities Inc.83,245$1.61M0.0%+8.9%0.086% 2/12/2026 Kovack Advisors Inc.33,602$640K0.0%N/A0.035% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.2/11/2026 Janney Montgomery Scott LLC106,733$2.07M0.0%+7.6%0.110% 2/11/2026 Deutsche Bank AG3,822$74K0.0%-71.0%0.004% 2/11/2026 Gaddis Premier Wealth Advisors LLC10,277$199K0.2%N/A0.011% 2/11/2026 Montis Financial LLC1,735,426$33.65M6.7%+10.6%1.793% 2/11/2026 1776 Wealth LLC125,160$2.43M0.9%+0.5%0.129% 2/11/2026 LPL Financial LLC4,355,471$84.45M0.0%+2.0%4.499% 2/11/2026 JPMorgan Chase & Co.439,895$8.53M0.0%+19.6%0.454% 2/11/2026 Greykasell Wealth Strategies Inc.4,564$88K0.0%N/A0.005% 2/11/2026 J.W. Cole Advisors Inc.171,659$3.33M0.1%-1.4%0.177% 2/10/2026 Calton & Associates Inc.15,401$299K0.0%+45.7%0.016% FPEI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FPEI shares? During the previous two years, 234 institutional investors and hedge funds held shares of First Trust Institutional Preferred Securities and Income ETF. The most heavily invested institutionals were Morgan Stanley ($359.45M), UBS Group AG ($174.56M), Bank of America Corp DE ($114.33M), Royal Bank of Canada ($102.13M), LPL Financial LLC ($84.45M), Smith Chas P & Associates PA Cpas ($46.16M), and Merit Financial Group LLC ($35.93M).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 202 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: Northwestern Mutual Wealth Management Co. ($4.18M), Raymond James Financial Inc. ($4.16M), Morgan Stanley ($1.98M), Merit Financial Group LLC ($1.85M), Montis Financial LLC ($1.74M), Bank of America Corp DE ($1.57M), and LPL Financial LLC ($1.40M). How much institutional buying is happening at First Trust Institutional Preferred Securities and Income ETF? Institutional investors have bought a total of 21,700,095 shares in the last 24 months. This purchase volume represents approximately $418.21M in transactions. Which of First Trust Institutional Preferred Securities and Income ETF's major shareholders have been selling company stock? Of the 95 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: NewEdge Advisors LLC ($1.73M), JPMorgan Chase & Co. ($1.15M), Smith Chas P & Associates PA Cpas ($901.44K), Envestnet Asset Management Inc. ($656.96K), Adamsbrown Wealth Consultants LLC ($426.59K), Raymond James Financial Inc. ($359.51K), and Bank of America Corp DE ($272.27K). How much institutional selling is happening at First Trust Institutional Preferred Securities and Income ETF? Institutional investors have sold a total of 8,198,098 shares in the last 24 months. This volume of shares sold represents approximately $156.95M in transactions. Related Companies WisdomTree U.S. Efficient Core Fund Institutional Ownership iShares GSCI Commodity Dynamic Roll Strategy ETF Institutional Ownership Franklin Systematic Style Premia ETF Institutional Ownership Invesco CEF Income Composite ETF Institutional Ownership HCM Defender 100 Index ETF Institutional Ownership Amplify High Income ETF Institutional Ownership HCM Defender 500 Index ETF Institutional Ownership Principal Active High Yield ETF Institutional Ownership WisdomTree International Efficient Core Fund Institutional Ownership AAM Low Duration Preferred & Income Securities ETF Institutional Ownership This page (NYSEARCA:FPEI) was last updated on 5/25/2026 by MarketBeat.com Staff. 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