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

First Trust Institutional Preferred Securities and Income ETF logo
$19.22 +0.07 (+0.37%)
As of 04:10 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)
156
Total
Institutional Inflows
(last 12 months)
$415.44M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$127.74M
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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
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%
5/5/2026 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%
4/24/2026 Key Financial Inc395,547$7.52M1.3%-0.8%0.397%
4/23/2026 Flagstar Advisors Inc.29,026$551K0.2%-6.4%0.029%
4/22/2026 Princeton Global Asset Management LLC59,271$1.13M0.2%-5.9%0.059%
4/22/2026 Janney Montgomery Scott LLC121,922$2.32M0.0%+14.2%0.122%
4/22/2026 Merkkuri Wealth Advisors LLC76,850$1.46M1.0%-1.6%0.077%
4/21/2026 Maridea Wealth Management LLC40,647$772K0.1%+107.6%0.041%
4/21/2026 Independent Wealth Network Inc.20,330$386K0.1%N/A0.020%
4/20/2026 Kestra Private Wealth Services LLC54,363$1.03M0.0%+1.3%0.054%
4/20/2026 RFG Advisory LLC53,801$1.02M0.0%+67.2%0.054%
4/16/2026 Park National Corp OH135,835$2.58M0.1%+18.2%0.136%
4/15/2026 Nations 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%
2/17/2026 Integrated 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%
2/17/2026 Private 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%
2/17/2026 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%
2/16/2026Mariner 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/12/2026Kovack Advisors Inc.33,602$640K0.0%N/A0.035%
2/11/2026 Janney 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%
2/11/2026 J.W. Cole Advisors Inc.171,659$3.33M0.1%-1.4%0.177%
2/10/2026Calton & Associates Inc.15,401$299K0.0%+45.7%0.016%
2/10/2026Twin Peaks Wealth Advisors LLC44,535$868K0.3%-8.7%0.046%
2/10/2026 Welch & Forbes LLC143,860$2.79M0.0%-1.4%0.149%
2/10/2026Northwestern Mutual Wealth Management Co.100,072$1.94M0.0%+10.5%0.103%
2/9/2026Kingsview Wealth Management LLC355,279$6.89M0.1%+9.8%0.367%
2/9/2026Smith Chas P & Associates PA Cpas2,380,461$46.16M2.4%+71.2%2.459%
2/9/2026 Key Financial Inc398,873$7.73M1.4%-5.2%0.412%
2/9/2026Integrity Alliance LLC.72,611$1.41M0.1%+8.0%0.075%
2/9/2026Collaborative Wealth Managment Inc.165,370$3.21M1.1%+84.6%0.171%
2/9/2026Marshall Investment Management LLC143,914$2.79M1.4%+2.8%0.149%
2/9/2026Harbour Investments Inc.21,803$423K0.0%-10.5%0.023%
2/9/2026Annis Gardner Whiting Capital Advisors LLC35,303$685K0.1%N/A0.036%
2/9/2026 Prospera Financial Services Inc276,492$5.36M0.1%-1.5%0.286%
2/6/2026EverSource Wealth Advisors LLC1,500$29K0.0%N/A0.002%


FPEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPEI shares?

During the previous two years, 231 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), Royal Bank of Canada ($97.42M), Bank of America Corp DE ($87.90M), LPL Financial LLC ($84.45M), NewEdge Advisors LLC ($48.89M), and Smith Chas P & Associates PA Cpas ($46.16M).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 200 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), LPL Financial LLC ($1.40M), and JPMorgan Chase & Co. ($1.35M).

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

Institutional investors have bought a total of 21,581,349 shares in the last 24 months. This purchase volume represents approximately $415.44M in transactions.

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

Of the 98 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: JPMorgan Chase & Co. ($1.15M), Smith Chas P & Associates PA Cpas ($901.44K), Envestnet Asset Management Inc. ($656.96K), Raymond James Financial Inc. ($542.87K), Adamsbrown Wealth Consultants LLC ($426.59K), Bank of America Corp DE ($272.27K), and Synergy Asset Management LLC ($227.33K).

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

Institutional investors have sold a total of 6,664,907 shares in the last 24 months. This volume of shares sold represents approximately $127.74M in transactions.


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