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

First Trust Institutional Preferred Securities and Income ETF logo
$18.77 +0.04 (+0.21%)
As of 01/21/2025 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)
92
Total
Institutional Inflows
(last 12 months)
$147.44M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$127.13M
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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
1/21/2025Smith Chas P & Associates PA Cpas2,158,373$40.36M2.3%+1.8%3.106%
1/21/2025Accel Wealth Management19,986$374K0.1%-4.5%0.029%
1/21/2025RFG Advisory LLC95,397$1.78M0.1%+97.0%0.137%
1/17/2025 Janney Montgomery Scott LLC117,606$2.20M0.0%+20.1%0.169%
1/17/2025 Magnus Financial Group LLC52,263$977K0.1%+18.4%0.075%
1/15/2025 Ameritas Advisory Services LLC16,001$299K0.0%N/A0.023%
1/15/2025 Shelton Wealth Management LLC157,219$2.94M1.5%-7.5%0.226%
1/15/2025 Arkadios Wealth Advisors36,001$673K0.0%-4.1%0.052%
1/15/2025 Walker Asset Management LLC83,390$1.56M1.0%+1.2%0.120%
1/15/2025 Wealthcare Advisory Partners LLC50,472$944K0.0%-33.8%0.073%
1/14/2025 ARS Wealth Advisors Group LLC15,640$292K0.0%-13.8%0.023%
1/14/2025 Park Avenue Securities LLC86,415$1.62M0.0%+31.5%0.124%
1/13/2025 Miracle Mile Advisors LLC141,213$2.64M0.1%-8.9%0.203%
1/8/2025 Park National Corp OH60,980$1.14M0.0%+391.8%0.088%
12/26/2024JPMorgan Chase & Co.933,926$17.81M0.0%+202.4%1.344%
12/13/2024B. Riley Wealth Advisors Inc.39,905$760K0.0%-13.1%0.057%
11/25/2024Synovus Financial Corp29,836$569K0.0%+53.2%0.043%
11/25/2024Sanctuary Advisors LLC13,789$258K0.0%-51.8%0.020%
11/19/2024Citizens Business Bank956,886$18.25M3.7%-1.7%1.377%
11/18/2024Hobbs Group Advisors LLC15,141$289K0.1%N/A0.022%
11/15/2024MML Investors Services LLC16,341$312K0.0%+21.8%0.024%
11/15/2024Jane Street Group LLC76,998$1.47M0.0%N/A0.111%
11/15/2024Stifel Financial Corp317,864$6.06M0.0%+28.9%0.457%
11/15/2024HighTower Advisors LLC134,694$2.57M0.0%+63.3%0.194%
11/14/2024Plotkin Financial Advisors LLC20,848$398K0.2%N/A0.030%
11/14/2024Rockefeller Capital Management L.P.145,874$2.78M0.0%-1.5%0.210%
11/14/2024Fiduciary Trust Co13,767$263K0.0%N/A0.020%
11/12/2024Kingsview Wealth Management LLC225,720$4.30M0.1%+2.2%0.325%
11/12/2024Flagstar Advisors Inc.304,616$5.81M1.5%+16.2%0.438%
11/9/2024Trustmark National Bank Trust Department29,590$564K0.0%+4.7%0.043%
11/8/2024Citizens Financial Group Inc. RI617,850$11.78M0.2%+38.5%0.889%
11/8/2024Prospera Financial Services Inc42,842$817K0.0%+3.8%0.062%
11/6/20241776 Wealth LLC153,272$2.92M1.3%-4.6%0.221%
11/6/2024Main Street Financial Solutions LLC25,896$494K0.0%+28.2%0.037%
11/6/2024Kovack Advisors Inc.27,331$521K0.1%-12.7%0.039%
11/5/2024Ashton Thomas Private Wealth LLC52,924$1.01M0.1%+6.6%0.076%
11/5/2024Platform Technology Partners86,789$1.66M0.5%-3.4%0.125%
11/5/2024Harbour Investments Inc.15,348$293K0.0%-30.5%0.022%
11/5/2024Nations Financial Group Inc. IA ADV71,155$1.36M0.1%-4.3%0.102%
11/4/2024Jaffetilchin Investment Partners LLC44,969$858K0.1%+1.2%0.065%
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11/4/2024United Capital Management of KS Inc.58,731$1.12M0.2%-7.0%0.085%
11/4/2024Sigma Planning Corp74,546$1.42M0.0%-0.7%0.107%
10/31/2024Concurrent Investment Advisors LLC15,575$297K0.0%-50.8%0.022%
10/30/2024Maia Wealth LLC34,446$649K0.2%-28.6%0.050%
10/30/2024Beacon Financial Advisory LLC32,935$628K0.2%+35.3%0.047%
10/29/2024 Janney Montgomery Scott LLC97,910$1.87M0.0%-13.4%0.141%
10/29/2024Key Financial Inc968,389$18.47M4.1%+8.3%1.393%
10/28/2024Summit Wealth Partners LLC178,813$3.41M0.7%+61.6%0.257%
10/28/2024US Bancorp DE32,171$614K0.0%+52.3%0.046%
10/25/2024Financial Advocates Investment Management102,221$1.95M0.1%-12.9%0.147%
10/25/2024Twin Peaks Wealth Advisors LLC53,317$1.02M0.5%-12.5%0.077%
10/24/2024Inscription Capital LLC35,217$672K0.1%+6.3%0.051%
10/24/2024J.W. Cole Advisors Inc.103,805$1.98M0.1%+31.0%0.149%
10/24/2024 Wealth Enhancement Advisory Services LLC10,978$209K0.0%N/A0.016%
10/24/2024 Arkadios Wealth Advisors37,541$716K0.0%-26.9%0.054%
10/23/2024Mirae Asset Global Investments Co. Ltd.42,000$799K0.0%+140.1%0.060%
10/23/2024Silver Oak Securities Incorporated25,717$489K0.1%+68.0%0.037%
10/23/2024 Walker Asset Management LLC82,390$1.57M1.0%-8.3%0.119%
10/23/2024American Institute for Advanced Investment Management LLP25,350$483K0.3%+102.0%0.036%
10/23/2024GUNN & Co INVESTMENT MANAGEMENT INC.123,586$2.36M1.6%-94.2%0.178%
10/22/2024McAdam LLC17,319$330K0.0%N/A0.025%
10/22/2024 Elevated Capital Advisors LLC406,304$7.75M2.1%-0.5%0.585%
10/22/2024Private Advisor Group LLC154,750$2.95M0.0%+5.3%0.223%
10/21/2024 Raleigh Capital Management Inc.4,105$78K0.0%-43.7%0.006%
10/19/2024Essex LLC877,239$16.73M3.4%-0.8%1.262%
10/18/2024Raymond James & Associates490,573$9.36M0.0%-4.0%0.706%
10/15/2024 Magnus Financial Group LLC44,125$841K0.1%-5.6%0.063%
10/15/2024NBC Securities Inc.15,178$289K0.0%+50.4%0.022%
10/11/2024Adamsbrown Wealth Consultants LLC658,323$12.55M4.4%+6.1%0.947%
10/11/2024Smith Chas P & Associates PA Cpas2,119,336$40.42M2.3%+0.1%3.049%
10/10/2024 Koshinski Asset Management Inc.14,313$273K0.0%-7.9%0.021%
10/10/2024Concourse Financial Group Securities Inc.2,398$46K0.0%-40.1%0.003%
10/8/2024CWM LLC138,360$2.64M0.0%+121.1%0.199%
10/7/2024 Miracle Mile Advisors LLC155,050$2.96M0.1%-5.9%0.223%
10/5/2024ZRC Wealth Management LLC166,571$3.18M1.4%+6.7%0.240%
10/3/2024 Park Avenue Securities LLC65,692$1.25M0.0%+26.4%0.095%
10/1/2024 Park National Corp OH12,400$236K0.0%N/A0.018%
9/11/2024Summit Wealth Partners LLC110,671$2.03M0.4%-1.0%0.159%
9/5/2024Sanctuary Advisors LLC28,610$514K0.0%N/A0.041%
8/22/2024Cetera Investment Advisers396,006$7.28M0.0%+8.8%0.570%
8/21/2024Truist Financial Corp764,290$14.04M0.0%+4.2%1.100%
8/19/2024B. Riley Wealth Advisors Inc.45,945$844K0.0%+12.7%0.066%
8/16/2024Northwestern Mutual Wealth Management Co.10,645$196K0.0%+82.9%0.015%
8/16/2024NewEdge Advisors LLC79,641$1.46M0.0%+0.8%0.115%
8/9/2024Renaissance Technologies LLC349,400$6.42M0.0%-25.7%0.503%
8/9/2024Citizens Financial Group Inc. RI446,120$8.20M0.2%N/A0.642%
8/8/2024J.W. Cole Advisors Inc.79,250$1.46M0.1%N/A0.114%
8/8/2024Envestnet Asset Management Inc.1,388,483$25.51M0.0%+8.5%1.998%
8/8/2024Zions Bancorporation N.A.5,000$92K0.0%N/A0.007%
8/8/2024Main Street Financial Solutions LLC20,203$371K0.0%+45.2%0.029%
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8/8/2024LPL Financial LLC2,835,054$52.08M0.0%+14.3%4.079%
8/7/2024Ashton Thomas Private Wealth LLC49,661$912K0.0%+7.0%0.071%
8/5/2024Private Advisor Group LLC146,973$2.70M0.0%+7.1%0.211%
8/2/2024 Magnus Financial Group LLC46,765$859K0.1%+1.2%0.067%
8/1/2024 Elevated Capital Advisors LLC408,411$7.50M2.1%-0.4%0.588%
7/31/2024Balanced Rock Investment Advisors LLC11,927$219K0.2%N/A0.017%
7/31/2024Spire Wealth Management27,257$501K0.0%-49.7%0.039%
7/31/2024Commonwealth Equity Services LLC247,504$4.55M0.0%-3.5%0.356%
7/31/2024Concurrent Investment Advisors LLC31,678$582K0.0%+9.4%0.046%
7/31/2024United Capital Management of KS Inc.63,183$1.16M0.3%-7.8%0.091%
(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, 179 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), Royal Bank of Canada ($56.53M), LPL Financial LLC ($52.08M), Smith Chas P & Associates PA Cpas ($40.36M), Bank of America Corp DE ($39.02M), Envestnet Asset Management Inc. ($25.51M), and Key Financial Inc ($18.47M).Learn more on FPEI's institutional investors.

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

Of the 160 institutional investors that purchased First Trust Institutional Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($2.50M), GUNN & Co INVESTMENT MANAGEMENT INC. ($2.03M), LPL Financial LLC ($1.91M), Citizens Business Bank ($1.10M), Raymond James Financial Services Advisors Inc. ($1.04M), Key Financial Inc ($918.79K), and JPMorgan Chase & Co. ($625.09K).

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

Institutional investors have bought a total of 23,672,803 shares in the last 24 months. This purchase volume represents approximately $414.03M in transactions.

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

Of the 102 institutional investors that sold First Trust Institutional Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GUNN & Co INVESTMENT MANAGEMENT INC. ($3.90M), Miracle Mile Advisors LLC ($1.54M), Csenge Advisory Group ($881.79K), Beacon Financial Group ($503.39K), Raymond James Financial Services Advisors Inc. ($457.50K), Magnus Financial Group LLC ($332.77K), and Clearwater Capital Advisors LLC ($332.40K).

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

Institutional investors have sold a total of 11,968,821 shares in the last 24 months. This volume of shares sold represents approximately $213.20M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 1/22/2025 by MarketBeat.com Staff
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