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

First Trust Institutional Preferred Securities and Income ETF logo
$18.79 -0.06 (-0.32%)
As of 02/21/2025 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)
125
Total
Institutional Inflows
(last 12 months)
$245.32M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$132.39M
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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
2/17/2025 Vista Investment Management252,897$4.73M1.8%+4.6%0.364%
2/17/2025 Snowden Capital Advisors LLC44,057$824K0.0%+29.2%0.063%
2/17/2025 Royal Bank of Canada2,979,652$55.72M0.0%+1.7%4.287%
2/17/2025 Focus Partners Wealth93,700$1.75M0.0%+217.5%0.135%
2/17/2025 FWL Investment Management LLC74,829$1.40M0.5%+4.6%0.108%
2/17/2025 Citizens Business Bank997,541$18.65M3.6%+4.2%1.435%
2/17/2025 Clark 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%
2/17/2025 Cetera Investment Advisers661,475$12.37M0.0%+30.4%0.952%
2/17/2025 Citadel Advisors LLC14,234$266K0.0%N/A0.020%
2/17/2025 Baird Financial Group Inc.766,385$14.33M0.0%+23.2%1.103%
2/17/2025 Bank of America Corp DE4,491,690$84.00M0.0%-9.2%6.463%
2/14/2025 Comerica Bank75,817$1.42M0.0%+2.7%0.109%
2/14/2025 Stifel Financial Corp333,602$6.24M0.0%+5.0%0.480%
2/14/2025 First Trust Advisors LP245,575$4.59M0.0%+232.8%0.353%
2/14/2025 GeoWealth Management LLC2,241$42K0.0%-21.2%0.003%
2/14/2025 Balanced Rock Investment Advisors LLC18,275$342K0.3%+35.6%0.026%
2/13/2025 NewEdge Advisors LLC2,040,509$38.16M0.2%+8.1%2.936%
2/13/2025 Synovus Financial Corp36,944$691K0.0%+23.8%0.053%
2/13/2025 Rockefeller Capital Management L.P.188,385$3.52M0.0%+29.1%0.271%
2/13/2025 Jaffetilchin Investment Partners LLC74,458$1.39M0.1%+65.6%0.107%
2/13/2025 Raymond James Financial Inc.1,968,287$36.81M0.0%N/A2.832%
2/13/2025 Renaissance Technologies LLC152,125$2.85M0.0%-72.1%0.219%
2/13/2025 Cerity Partners LLC10,420$195K0.0%N/A0.015%
2/13/2025 Forum Private Client Group LLC36,190$677K0.3%-4.7%0.052%
2/13/2025 Envestnet Asset Management Inc.2,087,844$39.04M0.0%+2.7%3.004%
2/13/2025 Wells Fargo & Company MN22,353$418K0.0%+357.3%0.032%
2/13/2025 Smith Moore & CO.10,435$195K0.0%-30.1%0.015%
2/12/2025 Stonebridge Advisors LLC367,239$6.87M4.6%N/A0.528%
2/12/2025 OLD Mission Capital LLC14,411$269K0.0%N/A0.021%
2/12/2025 Hobbs Group Advisors LLC26,339$493K0.2%+74.0%0.038%
2/12/2025 JPMorgan Chase & Co.1,586,258$29.66M0.0%+69.8%2.282%
2/11/2025 LPL Financial LLC3,518,452$65.80M0.0%+22.3%5.063%
2/11/2025 Wayfinding Financial LLC154,142$2.88M1.5%+23.6%0.222%
2/11/2025 Viawealth LLC18,084$338K0.2%N/A0.026%
2/10/2025 Harbour 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%
2/10/2025 United Capital Management of KS Inc.62,614$1.17M0.2%+6.6%0.090%
2/10/2025 Greatmark Investment Partners Inc.14,275$267K0.0%+6.5%0.021%
2/10/2025 Commonwealth Equity Services LLC465,283$8.70M0.0%+74.2%0.669%
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2/10/2025 1776 Wealth LLC151,970$2.84M1.2%-0.8%0.219%
2/10/2025 Avantax Advisory Services Inc.25,529$477K0.0%+37.3%0.037%
2/7/2025 HighTower Advisors LLC135,920$2.54M0.0%+0.9%0.196%
2/7/2025 Citizens Financial Group Inc. RI582,266$10.89M0.2%-5.8%0.838%
2/7/2025 Independent Advisor Alliance63,809$1.19M0.0%N/A0.092%
2/7/2025 Ashton Thomas Private Wealth LLC64,708$1.21M0.0%+22.3%0.093%
2/6/2025 Vestmark Advisory Solutions Inc.31,489$589K0.0%N/A0.045%
2/6/2025 Raymond James Financial Inc.1,968,287$36.81M0.0%N/A2.832%
2/6/2025 Atria Investments Inc10,855$203K0.0%-35.5%0.016%
2/6/2025 Assetmark Inc.27,977$523K0.0%N/A0.040%
2/6/2025 Steward Partners Investment Advisory LLC80,990$1.52M0.0%+8.1%0.117%
2/5/2025 Maia Wealth LLC31,047$580K0.1%-9.9%0.045%
2/5/2025 Veridan Wealth LLC119,204$2.23M1.0%N/A0.172%
2/5/2025 Private Trust Co. NA9,293$174K0.0%+17.2%0.013%
2/5/2025 Kovack 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%
2/4/2025 Integral Investment Advisors Inc.422,190$7.90M2.6%+49.5%0.607%
2/3/2025 Sigma Planning Corp76,889$1.44M0.0%+3.1%0.111%
2/3/2025 Winebrenner Capital Management LLC122,242$2.29M1.8%N/A0.176%
2/3/2025 Flagstar Advisors Inc.343,245$6.42M1.6%+12.7%0.494%
1/31/2025 Global Retirement Partners LLC3,036$57K0.0%+151.5%0.004%
1/31/2025 Key Financial Inc442,743$8.28M1.9%-54.3%0.637%
1/31/2025 Atria Wealth Solutions Inc.23,642$442K0.0%-15.2%0.034%
1/31/2025 Truist Financial Corp1,065,892$19.93M0.0%+4.1%1.534%
1/31/2025 J.W. Cole Advisors Inc.109,535$2.05M0.1%+5.5%0.158%
1/30/2025 Principal Securities Inc.137,257$2.57M0.1%+11.7%0.197%
1/30/2025 Lakeridge Wealth Management LLC75,074$1.40M0.7%+4.6%0.108%
1/30/2025 Hickory Asset Management Inc.48,611$909K0.8%N/A0.070%
1/30/2025 BXM Wealth LLC33,500$626K0.9%N/A0.048%
1/30/2025 Nations Financial Group Inc. IA ADV73,690$1.38M0.1%+3.6%0.106%
1/29/2025 Gladstone Institutional Advisory LLC53,835$1.01M0.0%+1.1%0.077%
1/29/2025 Beacon Financial Group133,716$2.50M0.3%-11.9%0.192%
1/29/2025 Sovran Advisors LLC49,232$914K0.1%N/A0.071%
1/29/2025 Elevation Wealth Partners LLC191,162$3.57M1.5%+14.8%0.275%
1/29/2025 Wagner Wealth Management LLC14,842$278K0.1%-10.6%0.021%
1/28/2025 Kestra Private Wealth Services LLC43,807$819K0.0%-12.3%0.063%
1/28/2025 Essex LLC840,706$15.72M3.3%-4.2%1.210%
1/28/2025 Kingsview Wealth Management LLC255,039$4.77M0.1%+13.0%0.367%
1/28/2025 Platform Technology Partners65,455$1.22M0.4%-24.6%0.094%
1/27/2025 Silver Oak Securities Incorporated30,515$571K0.1%+18.7%0.044%
1/27/2025 Financial Advocates Investment Management109,639$2.05M0.1%+7.3%0.158%
1/27/2025 Beacon Financial Advisory LLC45,196$845K0.3%+37.2%0.065%
1/27/2025 Summit Wealth Partners LLC32,360$605K0.1%-81.9%0.047%
1/27/2025 Mirae Asset Global Investments Co. Ltd.59,350$1.11M0.0%+41.3%0.085%
1/27/2025 Stratos Wealth Partners LTD.56,821$1.06M0.0%+1.2%0.082%
1/24/2025 Flavin Financial Services Inc.29,029$543K0.5%N/A0.042%
1/24/2025 Adamsbrown Wealth Consultants LLC762,208$14.25M4.9%+15.8%1.097%
1/24/2025 McAdam LLC69,732$1.30M0.1%+302.6%0.100%
1/24/2025 Sutton Place Investors LLC115,978$2.17M1.3%+0.9%0.167%
1/24/2025 Spire Wealth Management25,939$485K0.0%-2.3%0.037%
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1/23/2025 Fifth Third Securities Inc.347,692$6.19M0.5%N/A0.500%
1/23/2025 American Institute for Advanced Investment Management LLP24,750$463K0.3%-2.4%0.036%
1/23/2025 Synergy Asset Management LLC264,352$4.95M0.4%N/A0.380%
1/22/2025 Kingswood Wealth Advisors LLC19,900$372K0.0%+72.3%0.029%
1/21/2025 Smith Chas P & Associates PA Cpas2,158,373$40.36M2.3%+1.8%3.106%
1/21/2025 Accel Wealth Management19,986$374K0.1%-4.5%0.029%
1/21/2025 RFG 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%
(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, 194 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 176 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), JPMorgan Chase & Co. ($1.28M), Citizens Business Bank ($1.12M), and Key Financial Inc ($918.79K).

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

Institutional investors have bought a total of 28,566,873 shares in the last 24 months. This purchase volume represents approximately $508.83M in transactions.

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

Of the 103 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), Key Financial Inc ($525.65K), Beacon Financial Group ($521.50K), Renaissance Technologies LLC ($514.06K), 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 13,264,430 shares in the last 24 months. This volume of shares sold represents approximately $237.76M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 2/22/2025 by MarketBeat.com Staff
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