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

First Trust Institutional Preferred Securities and Income ETF logo
$19.17 0.00 (0.00%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$19.16 -0.01 (-0.03%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
130
Total
Institutional Inflows
(last 12 months)
$335.32M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$141.25M
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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
8/18/2025 Geneos Wealth Management Inc.324,397$6.16M0.2%+202.3%0.379%
8/15/2025 Visionary Wealth Advisors176,044$3.34M0.2%+138.8%0.206%
8/15/2025 Snowden Capital Advisors LLC58,534$1.11M0.0%+9.9%0.068%
8/15/2025 MML Investors Services LLC38,636$734K0.0%+7.4%0.045%
8/15/2025 Balanced Rock Investment Advisors LLC22,755$432K0.3%+19.7%0.027%
8/15/2025 Bank of America Corp DE4,344,070$82.49M0.0%-5.9%5.072%
8/14/2025 Vista Investment Management265,973$5.05M1.9%+3.6%0.311%
8/14/2025 Raymond James Financial Inc.2,006,953$38.11M0.0%+12.4%2.343%
8/14/2025 Main Street Financial Solutions LLC14,207$270K0.0%-19.3%0.017%
8/14/2025 NewEdge Advisors LLC2,361,031$44.84M0.2%+5.0%2.757%
8/14/2025 Marshall Investment Management LLC12,570$239K1.1%-92.0%0.015%
8/13/2025 StoneX Group Inc.49,757$945K0.0%-2.1%0.058%
8/13/2025 Gateway Wealth Partners LLC17,454$331K0.1%N/A0.020%
8/13/2025 Capital Advisors Wealth Management LLC14,760$280K0.0%+27.6%0.017%
8/13/2025 Baird Financial Group Inc.795,921$15.12M0.0%+5.1%0.929%
8/13/2025 First Trust Advisors LP262,064$4.98M0.0%+7.9%0.306%
8/13/2025 Twin Peaks Wealth Advisors LLC50,610$970K0.3%-1.8%0.059%
8/13/2025 Trustmark Bank Trust Department65,252$1.24M0.1%+128.2%0.076%
8/13/2025 Northwestern Mutual Wealth Management Co.66,478$1.26M0.0%+5.1%0.078%
8/13/2025 Maia Wealth LLC27,617$524K0.1%-7.3%0.032%
8/12/2025 Viawealth LLC16,434$312K0.2%+8.1%0.019%
8/12/2025 J.W. Cole Advisors Inc.151,555$2.88M0.1%+231.8%0.177%
8/12/2025 Financial Advocates Investment Management107,361$2.04M0.2%-0.8%0.125%
8/12/2025 Jaffetilchin Investment Partners LLC64,257$1.22M0.1%-14.1%0.075%
8/12/2025 Forum Private Client Group LLC33,011$627K0.2%-9.1%0.039%
8/12/2025 JPMorgan Chase & Co.424,287$8.06M0.0%-71.0%0.495%
8/11/2025 Pinnacle Financial Group LLC IL13,891$264K0.1%+33.5%0.016%
8/11/2025 Plotkin Financial Advisors LLC29,133$553K0.3%-4.0%0.034%
8/8/2025 Rockefeller Capital Management L.P.182,918$3.47M0.0%+0.3%0.214%
8/8/2025 Kingsview Wealth Management LLC300,449$5.71M0.1%+9.3%0.351%
8/8/2025 Citizens Financial Group Inc. RI951,002$18.06M0.3%+65.6%1.110%
8/8/2025 Collaborative Wealth Managment Inc.40,326$766K0.3%N/A0.047%
8/8/2025 Cetera Investment Advisers704,006$13.37M0.0%-8.0%0.822%
8/7/2025 Lakeridge Wealth Management LLC79,314$1.51M0.7%+2.3%0.093%
8/6/2025 Prospera Financial Services Inc264,187$5.02M0.1%+419.4%0.308%
8/6/2025 Vestmark Advisory Solutions Inc.67,214$1.28M0.0%+87.6%0.078%
8/6/2025 Paladin Advisory Group LLC2,607$50K0.0%-35.3%0.003%
8/5/2025 Key Financial Inc403,869$7.67M1.5%-4.9%0.472%
8/5/2025 Sigma Planning Corp65,744$1.25M0.0%-10.2%0.077%
8/4/2025 Integrity Alliance LLC.102,135$1.94M0.1%-63.8%0.119%
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8/4/2025 Assetmark Inc.33,739$641K0.0%+7.2%0.039%
8/4/2025 Spire Wealth Management24,448$464K0.0%-3.6%0.029%
8/4/2025 Arkadios Wealth Advisors38,744$736K0.0%+2.5%0.045%
8/1/2025 Winebrenner Capital Management LLC120,914$2.30M1.9%-1.0%0.141%
8/1/2025 Integral Investment Advisors Inc.587,075$11.15M3.2%+37.9%0.685%
8/1/2025 United Capital Management of KS Inc.48,927$929K0.1%-23.0%0.057%
8/1/2025 Brookwood Investment Group LLC23,392$444K0.1%N/A0.027%
8/1/2025 Ashton Thomas Private Wealth LLC77,873$1.48M0.1%+20.0%0.091%
8/1/2025 Envestnet Asset Management Inc.2,057,676$39.08M0.0%-16.5%2.402%
7/29/2025 Flavin Financial Services Inc.19,207$365K0.4%-10.9%0.022%
7/29/2025 Stratos Wealth Partners LTD.55,940$1.06M0.0%-5.1%0.065%
7/28/2025 Mutual Advisors LLC13,322$253K0.0%-12.8%0.016%
7/28/2025 Essex LLC763,618$14.50M2.9%-5.3%0.892%
7/28/2025 RFG Advisory LLC158,831$3.02M0.1%+6.5%0.185%
7/25/2025 Atria Wealth Solutions Inc.20,405$387K0.0%+6.9%0.024%
7/25/2025 Envestnet Portfolio Solutions Inc.46,232$878K0.0%-41.3%0.054%
7/25/2025 CWM LLC188,336$3.58M0.0%+14.1%0.220%
7/23/2025 Kingswood Wealth Advisors LLC10,700$203K0.0%-73.1%0.012%
7/22/2025 Merit Financial Group LLC1,556,456$29.56M0.3%+7.8%1.817%
7/22/2025 Beacon Financial Advisory LLC70,163$1.33M0.3%+19.9%0.082%
7/22/2025 Sutton Place Investors LLC119,647$2.27M1.4%+3.2%0.140%
7/22/2025 Wealthcare Advisory Partners LLC40,020$760K0.0%-3.5%0.047%
7/22/2025 Accel Wealth Management17,487$332K0.1%-13.6%0.020%
7/21/2025 Ameritas Advisory Services LLC4,046$77K0.0%-74.7%0.005%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management67,867$1.29M0.0%-5.9%0.079%
7/21/2025 Greenwood Capital Associates LLC10,626$202K0.0%N/A0.012%
7/21/2025 Synergy Asset Management LLC202,340$3.84M0.4%N/A0.236%
7/21/2025 Mirae Asset Global Investments Co. Ltd.48,000$912K0.0%+11.2%0.056%
7/18/2025 Truist Financial Corp1,209,178$22.96M0.0%+8.7%1.412%
7/17/2025 Janney Montgomery Scott LLC98,297$1.87M0.0%+16.6%0.115%
7/17/2025 Smith Chas P & Associates PA Cpas2,292,114$43.53M2.4%+2.2%2.676%
7/17/2025 Montis Financial LLC10,973$208K0.1%N/A0.013%
7/17/2025 Fifth Third Securities Inc.37,087$704K0.1%+4.0%0.043%
7/15/2025 McAdam LLC125,133$2.38M0.1%+29.1%0.146%
7/15/2025 Financial Partners Group Inc28,238$536K0.1%N/A0.033%
7/14/2025 Flagstar Advisors Inc.200,050$3.80M1.1%-44.0%0.234%
7/14/2025 Park Avenue Securities LLC66,499$1.26M0.0%-42.7%0.078%
7/11/2025 Annex Advisory Services LLC840,952$15.97M0.4%N/A0.982%
7/11/2025 Shelton Wealth Management LLC56,668$1.08M0.5%-65.8%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC21,424$408K0.0%-13.5%0.025%
7/10/2025 Sovran Advisors LLC54,488$1.04M0.1%-2.1%0.064%
7/9/2025 Beacon Financial Group123,016$2.34M0.2%-5.7%0.144%
7/8/2025 Elevation Wealth Partners LLC192,208$3.65M1.4%+4.0%0.225%
7/8/2025 Adamsbrown Wealth Consultants LLC863,024$16.39M4.8%+4.7%1.009%
7/8/2025 NBC Securities Inc.71,759$1.36M0.1%+14.2%0.084%
7/7/2025 Nova Wealth Management Inc.11,658$221K0.2%-25.1%0.014%
7/1/2025 Park National Corp OH79,570$1.51M0.0%+17.8%0.094%
5/21/2025 McAdam LLC96,962$1.81M0.1%+39.0%0.116%
5/21/2025 Geneos Wealth Management Inc.107,318$2.01M0.1%+28,826.7%0.128%
5/20/2025 Focus Partners Wealth101,718$1.90M0.0%+8.6%0.122%
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5/20/2025 Integrity Alliance LLC.282,071$5.28M0.2%+165.4%0.337%
5/19/2025 Jane Street Group LLC81,300$1.52M0.0%N/A0.100%
5/16/2025 Plotkin Financial Advisors LLC30,333$567K0.3%+50.2%0.037%
5/16/2025 Clark Capital Management Group Inc.451,904$8.45M0.1%+36.1%0.553%
5/15/2025 Royal Bank of Canada3,334,754$62.36M0.0%+11.9%4.082%
5/15/2025 Baird Financial Group Inc.757,132$14.16M0.0%-1.2%0.927%
5/14/2025 Comerica Bank90,920$1.70M0.0%+19.9%0.111%
5/14/2025 Synovus Financial Corp27,981$523K0.0%-24.3%0.034%
5/14/2025 Northwestern Mutual Wealth Management Co.63,242$1.18M0.0%+80.8%0.077%
5/14/2025 Hobbs Group Advisors LLC27,148$508K0.2%+3.1%0.033%
(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, 196 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 ($82.49M), LPL Financial LLC ($71.77M), Royal Bank of Canada ($62.36M), NewEdge Advisors LLC ($44.84M), Smith Chas P & Associates PA Cpas ($43.53M), and Envestnet Asset Management Inc. ($39.08M).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 166 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. ($4.16M), GUNN & Co INVESTMENT MANAGEMENT INC. ($2.03M), LPL Financial LLC ($1.64M), UBS Group AG ($1.62M), Merit Financial Group LLC ($1.56M), JPMorgan Chase & Co. ($1.28M), and Citizens Financial Group Inc. RI ($994.74K).

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

Institutional investors have bought a total of 17,850,043 shares in the last 24 months. This purchase volume represents approximately $335.32M in transactions.

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

Of the 84 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), JPMorgan Chase & Co. ($1.04M), Bank of America Corp DE ($726.84K), Key Financial Inc ($564.52K), Envestnet Asset Management Inc. ($405.67K), Renaissance Technologies LLC ($393.04K), and Fifth Third Securities Inc. ($312.03K).

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

Institutional investors have sold a total of 7,468,980 shares in the last 24 months. This volume of shares sold represents approximately $141.25M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 8/31/2025 by MarketBeat.com Staff
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