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

First Trust Institutional Preferred Securities and Income ETF logo
$18.39 +0.04 (+0.22%)
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)
126
Total
Institutional Inflows
(last 12 months)
$273.87M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$128.60M
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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
4/24/2025Elevated Capital Advisors LLC374,347$7M2.0%-8.0%0.434%
4/24/2025Mirae Asset Global Investments Co. Ltd.43,183$806K0.0%-27.2%0.050%
4/24/2025Beacon Financial Advisory LLC58,531$1.10M0.3%+29.5%0.068%
4/23/2025 Flavin Financial Services Inc.21,563$403K0.4%-25.7%0.025%
4/23/2025 Spire Wealth Management25,363$474K0.0%-2.2%0.029%
4/23/2025 Continuum Advisory LLC3,648$68K0.0%N/A0.004%
4/22/2025 Cambridge Investment Research Advisors Inc.43,312$810K0.0%-6.7%0.050%
4/22/2025 Veridan Wealth LLC123,022$2.30M1.0%+3.2%0.142%
4/21/2025 Shelton Wealth Management LLC165,722$3.10M1.7%+5.4%0.192%
4/21/2025 Silver Oak Securities Incorporated155,536$2.91M0.3%+409.7%0.180%
4/21/2025 Envestnet Portfolio Solutions Inc.78,749$1.47M0.0%+12.0%0.091%
4/21/2025 Dunhill Financial LLC5,520$103K0.0%-13.2%0.006%
4/21/2025 Kingswood Wealth Advisors LLC39,800$745K0.0%+100.0%0.046%
4/18/2025 Wagner Wealth Management LLC17,937$335K0.1%+20.9%0.021%
4/17/2025 Inscription Capital LLC32,925$600K0.1%N/A0.038%
4/17/2025 Janney Montgomery Scott LLC84,300$1.58M0.0%-28.3%0.098%
4/16/2025 Lakeridge Wealth Management LLC77,552$1.45M0.7%+3.3%0.090%
4/16/2025 Wealth Enhancement Advisory Services LLC24,778$463K0.0%+44.9%0.029%
4/16/2025 Twin Peaks Wealth Advisors LLC51,549$937K0.4%-4.4%0.060%
4/15/2025 Integrated Advisors Network LLC23,298$436K0.0%+36.0%0.027%
4/15/2025 Integral Investment Advisors Inc.425,614$7.96M2.5%+0.8%0.493%
4/15/2025 Walker Asset Management LLC82,200$1.54M0.9%-1.4%0.095%
4/15/2025 Wealthcare Advisory Partners LLC41,460$775K0.0%-17.9%0.048%
4/14/2025 Farther Finance Advisors LLC3,410$64K0.0%+126.9%0.004%
4/14/2025 Park Avenue Securities LLC116,024$2.17M0.0%+34.3%0.134%
4/14/2025 ARS Wealth Advisors Group LLC14,340$268K0.0%-8.3%0.017%
4/14/2025 Miracle Mile Advisors LLC128,187$2.40M0.0%-9.2%0.148%
4/11/2025 Princeton Global Asset Management LLC69,339$1.30M0.3%-11.3%0.080%
4/11/2025 Magnus Financial Group LLC53,180$994K0.1%+1.8%0.062%
4/11/2025 Adamsbrown Wealth Consultants LLC824,341$15.42M4.8%+8.2%0.955%
4/10/2025 Beacon Financial Group130,516$2.44M0.3%-2.4%0.151%
4/9/2025 RFG Advisory LLC149,203$2.79M0.1%+56.4%0.173%
4/9/2025 Merit Financial Group LLC1,443,703$27.00M0.4%N/A1.672%
4/9/2025 Elevation Wealth Partners LLC184,895$3.46M1.5%-3.3%0.214%
4/9/2025 Flagstar Advisors Inc.357,513$6.69M1.7%+4.2%0.414%
4/9/2025 NBC Securities Inc.62,811$1.17M0.1%+418,640.0%0.073%
4/9/2025 Advance Capital Management Inc.10,996$206K0.0%N/A0.013%
4/2/2025 Park National Corp OH67,555$1.26M0.0%+10.8%0.078%
3/17/2025 Wealth Enhancement Advisory Services LLC17,095$320K0.0%+55.7%0.020%
3/6/2025TFR Capital LLC.11,447$214K0.1%N/A0.014%
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3/6/2025Plotkin Financial Advisors LLC20,189$378K0.2%-3.2%0.024%
2/25/2025Leigh Baldwin & CO. LLC12,755$239K0.1%N/A0.018%
2/25/2025B. Riley Wealth Advisors Inc.10,671$200K0.0%-73.3%0.015%
2/25/2025 Integrated Advisors Network LLC17,132$320K0.0%N/A0.025%
2/17/2025Vista Investment Management252,897$4.73M1.8%+4.6%0.364%
2/17/2025Snowden Capital Advisors LLC44,057$824K0.0%+29.2%0.063%
2/17/2025Royal Bank of Canada2,979,652$55.72M0.0%+1.7%4.287%
2/17/2025Focus Partners Wealth93,700$1.75M0.0%+217.5%0.135%
2/17/2025FWL Investment Management LLC74,829$1.40M0.5%+4.6%0.108%
2/17/2025Citizens Business Bank997,541$18.65M3.6%+4.2%1.435%
2/17/2025Clark Capital Management Group Inc.332,020$6.21M0.0%+0.6%0.478%
2/17/2025 Dunhill Financial LLC6,359$119K0.1%+15.2%0.009%
2/17/2025Cetera Investment Advisers661,475$12.37M0.0%+30.4%0.952%
2/17/2025Citadel Advisors LLC14,234$266K0.0%N/A0.020%
2/17/2025Baird Financial Group Inc.766,385$14.33M0.0%+23.2%1.103%
2/17/2025Bank of America Corp DE4,491,690$84.00M0.0%-9.2%6.463%
2/14/2025Comerica Bank75,817$1.42M0.0%+2.7%0.109%
2/14/2025Stifel Financial Corp333,602$6.24M0.0%+5.0%0.480%
2/14/2025First Trust Advisors LP245,575$4.59M0.0%+232.8%0.353%
2/14/2025GeoWealth Management LLC2,241$42K0.0%-21.2%0.003%
2/14/2025Balanced Rock Investment Advisors LLC18,275$342K0.3%+35.6%0.026%
2/13/2025NewEdge Advisors LLC2,040,509$38.16M0.2%+8.1%2.936%
2/13/2025Synovus Financial Corp36,944$691K0.0%+23.8%0.053%
2/13/2025Rockefeller Capital Management L.P.188,385$3.52M0.0%+29.1%0.271%
2/13/2025Jaffetilchin Investment Partners LLC74,458$1.39M0.1%+65.6%0.107%
2/13/2025Raymond James Financial Inc.1,968,287$36.81M0.0%N/A2.832%
2/13/2025Renaissance Technologies LLC152,125$2.85M0.0%-72.1%0.219%
2/13/2025Cerity Partners LLC10,420$195K0.0%N/A0.015%
2/13/2025Forum Private Client Group LLC36,190$677K0.3%-4.7%0.052%
2/13/2025Envestnet Asset Management Inc.2,087,844$39.04M0.0%+2.7%3.004%
2/13/2025Wells Fargo & Company MN22,353$418K0.0%+357.3%0.032%
2/13/2025Smith Moore & CO.10,435$195K0.0%-30.1%0.015%
2/12/2025Stonebridge Advisors LLC367,239$6.87M4.6%N/A0.528%
2/12/2025OLD Mission Capital LLC14,411$269K0.0%N/A0.021%
2/12/2025Hobbs Group Advisors LLC26,339$493K0.2%+74.0%0.038%
2/12/2025JPMorgan Chase & Co.1,586,258$29.66M0.0%+69.8%2.282%
2/11/2025LPL Financial LLC3,518,452$65.80M0.0%+22.3%5.063%
2/11/2025Wayfinding Financial LLC154,142$2.88M1.5%+23.6%0.222%
2/11/2025Viawealth LLC18,084$338K0.2%N/A0.026%
2/10/2025Harbour Investments Inc.22,238$416K0.0%+44.9%0.032%
2/10/2025 Envestnet Portfolio Solutions Inc.70,342$1.32M0.0%+53.4%0.101%
2/10/2025United Capital Management of KS Inc.62,614$1.17M0.2%+6.6%0.090%
2/10/2025Greatmark Investment Partners Inc.14,275$267K0.0%+6.5%0.021%
2/10/2025Commonwealth Equity Services LLC465,283$8.70M0.0%+74.2%0.669%
2/10/20251776 Wealth LLC151,970$2.84M1.2%-0.8%0.219%
2/10/2025Avantax Advisory Services Inc.25,529$477K0.0%+37.3%0.037%
2/7/2025HighTower Advisors LLC135,920$2.54M0.0%+0.9%0.196%
2/7/2025Citizens Financial Group Inc. RI582,266$10.89M0.2%-5.8%0.838%
2/7/2025Independent Advisor Alliance63,809$1.19M0.0%N/A0.092%
2/7/2025Ashton Thomas Private Wealth LLC64,708$1.21M0.0%+22.3%0.093%
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2/6/2025Vestmark Advisory Solutions Inc.31,489$589K0.0%N/A0.045%
2/6/2025Raymond James Financial Inc.1,968,287$36.81M0.0%N/A2.832%
2/6/2025Atria Investments Inc10,855$203K0.0%-35.5%0.016%
2/6/2025Assetmark Inc.27,977$523K0.0%N/A0.040%
2/6/2025Steward Partners Investment Advisory LLC80,990$1.52M0.0%+8.1%0.117%
2/5/2025Maia Wealth LLC31,047$580K0.1%-9.9%0.045%
2/5/2025 Veridan Wealth LLC119,204$2.23M1.0%N/A0.172%
2/5/2025Private Trust Co. NA9,293$174K0.0%+17.2%0.013%
2/5/2025Kovack Advisors Inc.24,108$451K0.0%-11.8%0.035%
2/4/2025 Twin Peaks Wealth Advisors LLC53,928$1.01M0.4%+1.1%0.078%
(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, 197 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 ($84.00M), LPL Financial LLC ($65.80M), Royal Bank of Canada ($55.72M), Smith Chas P & Associates PA Cpas ($40.36M), Envestnet Asset Management Inc. ($39.04M), and NewEdge Advisors LLC ($38.16M).Learn more on FPEI's institutional investors.

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

Of the 177 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: Raymond James Financial Inc. ($3.94M), UBS Group AG ($2.31M), LPL Financial LLC ($2.30M), GUNN & Co INVESTMENT MANAGEMENT INC. ($2.03M), Merit Financial Group LLC ($1.44M), JPMorgan Chase & Co. ($1.28M), and Citizens Business Bank ($1.12M).

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

Institutional investors have bought a total of 29,432,014 shares in the last 24 months. This purchase volume represents approximately $527.07M in transactions.

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

Of the 105 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 ($1.56M), Csenge Advisory Group ($881.79K), Key Financial Inc ($525.65K), Renaissance Technologies LLC ($514.06K), Beacon Financial Group ($504.18K), and Raymond James Financial Services Advisors Inc. ($457.50K).

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

Institutional investors have sold a total of 13,103,641 shares in the last 24 months. This volume of shares sold represents approximately $235.32M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 4/24/2025 by MarketBeat.com Staff
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