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

First Trust Institutional Preferred Securities and Income ETF logo
$19.30 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$417.98M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$163.24M
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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
6/3/2026NewEdge Advisors LLC2,190,737$41.62M0.2%-13.1%2.218%
5/19/2026Winnow Wealth LLC35,848$681K0.5%-13.4%0.036%
5/19/2026NewEdge Advisors LLC793,314$15.07M0.3%-68.5%0.803%
5/19/2026Bank of America Corp DE6,017,351$114.33M0.0%+29.3%6.094%
5/19/2026Arkadios Wealth Advisors39,829$757K0.0%+84.6%0.040%
5/18/2026Core Wealth Advisors Inc.25,804$490K0.1%+60.2%0.026%
5/18/2026Royal Bank of Canada5,375,215$102.13M0.0%+7.0%5.443%
5/15/2026Gateway Wealth Partners LLC36,873$701K0.0%+111.5%0.037%
5/14/2026Keebeck Wealth Management117,430$2.23M0.3%+7.0%0.119%
5/13/2026Cetera Investment Advisers673,855$12.80M0.0%-8.0%0.682%
5/13/2026First Trust Advisors LP213,500$4.06M0.0%+12.8%0.216%
5/6/2026Assetmark Inc.43,253$822K0.0%+14.3%0.044%
5/6/2026Independent Financial Group LLC10,467$199K0.0%N/A0.011%
5/5/2026D.A. Davidson & CO.13,006$247K0.0%N/A0.013%
5/5/2026Collaborative Wealth Managment Inc.25,659$488K0.2%-84.5%0.026%
5/5/2026Geneos Wealth Management Inc.487,681$9.27M0.2%+43.7%0.494%
5/5/2026LFA Lugano Financial Advisors SA28,400$537K0.3%+18.3%0.029%
5/5/2026Sanctuary Advisors LLC39,221$745K0.0%+15.5%0.040%
5/5/2026Sigma Planning Corp67,531$1.28M0.0%+3.8%0.068%
5/5/2026Flynn Zito Capital Management LLC170,481$3.24M1.0%+52.2%0.173%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management54,392$1.03M0.0%-8.9%0.055%
5/2/2026Valmark Advisers Inc.10,085$192K0.0%N/A0.010%
5/1/2026Welch & Forbes LLC140,771$2.68M0.0%-2.1%0.143%
5/1/2026Castle Wealth Management LLC12,200$232K0.1%-9.2%0.012%
5/1/2026Citizens Financial Group Inc. RI996,035$18.93M0.3%+2.8%1.009%
5/1/2026Fifth Third Bancorp90,174$1.71M0.0%N/A0.091%
5/1/2026Sovran Advisors LLC53,831$1.03M0.1%+45.3%0.055%
4/30/2026Elevated Capital Advisors LLC367,491$6.98M1.8%+3.8%0.370%
4/30/2026Beacon Financial Group107,128$2.04M0.2%-3.6%0.108%
4/30/2026Kestra Advisory Services LLC45,247$860K0.0%-27.8%0.045%
4/30/2026Greenwood Capital Associates LLC29,582$562K0.1%+22.8%0.030%
4/29/2026Integrated Advisors Network LLC35,863$681K0.0%-40.6%0.036%
4/29/2026Shelton Wealth Management LLC50,154$953K0.4%-11.2%0.050%
4/28/2026Integral Investment Advisors Inc.614,923$11.68M2.9%+2.0%0.616%
4/28/2026Beacon Financial Advisory LLC51,055$970K0.2%-41.6%0.051%
4/27/2026Baer Investment Advisory LLC185,938$3.53M0.4%N/A0.186%
4/27/2026Private Advisor Group LLC177,403$3.37M0.0%-20.4%0.178%
4/27/2026Platform Technology Partners66,481$1.26M0.2%+3.0%0.067%
4/27/2026Sound Income Strategies LLC6,714$128K0.0%-20.3%0.007%
4/24/2026True Blue Financial LLC103,539$1.97M1.6%-7.0%0.104%
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4/24/2026Essex LLC645,831$12.27M2.2%+0.6%0.647%
4/24/2026Key Financial Inc395,547$7.52M1.3%-0.8%0.397%
4/23/2026Flagstar Advisors Inc.29,026$551K0.2%-6.4%0.029%
4/22/2026Princeton Global Asset Management LLC59,271$1.13M0.2%-5.9%0.059%
4/22/2026Janney Montgomery Scott LLC121,922$2.32M0.0%+14.2%0.122%
4/22/2026Merkkuri Wealth Advisors LLC76,850$1.46M1.0%-1.6%0.077%
4/21/2026Maridea Wealth Management LLC40,647$772K0.1%+107.6%0.041%
4/21/2026Independent Wealth Network Inc.20,330$386K0.1%N/A0.020%
4/20/2026Kestra Private Wealth Services LLC54,363$1.03M0.0%+1.3%0.054%
4/20/2026RFG Advisory LLC53,801$1.02M0.0%+67.2%0.054%
4/16/2026Park National Corp OH135,835$2.58M0.1%+18.2%0.136%
4/15/2026Nations Financial Group Inc. IA ADV111,677$2.12M0.1%-1.3%0.112%
3/17/2026Rockefeller Capital Management L.P.235,810$4.57M0.0%+19.0%0.244%
2/19/2026Plotkin Financial Advisors LLC44,601$865K0.4%+19.3%0.046%
2/18/2026Mercer Global Advisors Inc. ADV17,926$348K0.0%+63.6%0.019%
2/18/2026NewEdge Advisors LLC2,521,541$48.89M0.2%+1.7%2.605%
2/18/2026Vista Investment Management274,762$5.33M1.7%+2.5%0.284%
2/18/2026Maia Wealth LLC23,388$457K0.1%-8.0%0.024%
2/18/2026Main Street Financial Solutions LLC25,287$490K0.0%+5.6%0.026%
2/17/2026Integrated Advisors Network LLC60,405$1.17M0.1%+5.5%0.062%
2/17/2026AQR Capital Management LLC10,973$213K0.0%N/A0.011%
2/17/2026Cetera Investment Advisers732,076$14.20M0.0%+7.6%0.756%
2/17/2026Kovack Advisors Inc.33,602$652K0.0%N/A0.035%
2/17/2026Osaic Holdings Inc.654,521$12.69M0.0%+1.0%0.676%
2/17/2026Private Advisor Group LLC222,966$4.32M0.0%+17.2%0.230%
2/17/2026Clark Capital Management Group Inc.141,743$2.75M0.0%+3.0%0.146%
2/17/2026Royal Bank of Canada5,023,950$97.42M0.0%+5.2%5.190%
2/17/2026Beacon Financial Advisory LLC87,462$1.70M0.4%+25.2%0.090%
2/16/2026MML Investors Services LLC43,550$844K0.0%+15.9%0.045%
2/16/2026Mariner LLC32,127$623K0.0%+3.2%0.033%
2/16/2026Focus Partners Wealth120,430$2.34M0.0%-13.5%0.124%
2/16/2026Arax Advisory Partners1,866$36K0.0%N/A0.002%
2/13/2026Kestra Advisory Services LLC62,695$1.22M0.0%-25.3%0.065%
2/13/2026Visionary Wealth Advisors96,793$1.88M0.1%-6.3%0.100%
2/13/2026Stifel Financial Corp335,389$6.50M0.0%-6.2%0.346%
2/13/2026Balanced Rock Investment Advisors LLC27,065$525K0.4%+4.4%0.028%
2/13/2026Morgan Stanley18,537,923$359.45M0.0%+11.9%19.151%
2/13/2026Veridan Wealth LLC124,283$2.41M0.8%+2.0%0.128%
2/13/2026Arkadios Wealth Advisors21,571$418K0.0%-22.8%0.022%
2/13/2026First Trust Advisors LP189,278$3.67M0.0%+9.1%0.196%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,314$84K0.0%N/A0.004%
2/13/2026Summit Financial LLC28,643$555K0.0%-18.0%0.030%
2/13/2026United Capital Management of KS Inc.52,265$1.01M0.1%+2.7%0.054%
2/12/2026Commonwealth Equity Services LLC382,369$7.41M0.0%+16.5%0.395%
2/12/2026Ankerstar Wealth LLC7,187$139K0.1%N/A0.007%
2/12/2026StoneX Group Inc.47,800$927K0.0%-2.5%0.049%
2/12/2026Leigh Baldwin & CO. LLC12,743$247K0.2%-76.6%0.013%
2/12/2026Steward Partners Investment Advisory LLC80,618$1.56M0.0%+2.0%0.083%
2/12/2026Colonial Trust Co SC1,900$37K0.0%+137.5%0.002%
2/12/2026Principal Securities Inc.83,245$1.61M0.0%+8.9%0.086%
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2/12/2026Kovack Advisors Inc.33,602$640K0.0%N/A0.035%
2/11/2026Janney Montgomery Scott LLC106,733$2.07M0.0%+7.6%0.110%
2/11/2026Deutsche Bank AG3,822$74K0.0%-71.0%0.004%
2/11/2026Gaddis Premier Wealth Advisors LLC10,277$199K0.2%N/A0.011%
2/11/2026Montis Financial LLC1,735,426$33.65M6.7%+10.6%1.793%
2/11/20261776 Wealth LLC125,160$2.43M0.9%+0.5%0.129%
2/11/2026LPL Financial LLC4,355,471$84.45M0.0%+2.0%4.499%
2/11/2026JPMorgan Chase & Co.439,895$8.53M0.0%+19.6%0.454%
2/11/2026Greykasell Wealth Strategies Inc.4,564$88K0.0%N/A0.005%
2/11/2026J.W. Cole Advisors Inc.171,659$3.33M0.1%-1.4%0.177%


FPEI Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 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 NewEdge Advisors LLC ($41.62M).Learn more on First Trust Institutional Preferred Securities and Income ETF's institutional investors.

Of the 201 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).

Institutional investors have bought a total of 21,688,080 shares in the last 24 months. This purchase volume represents approximately $417.98M in transactions.

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 ($2.06M), 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).

Institutional investors have sold a total of 8,528,902 shares in the last 24 months. This volume of shares sold represents approximately $163.24M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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