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

First Trust Institutional Preferred Securities and Income ETF logo
$18.65 +0.03 (+0.16%)
(As of 12/20/2024 04:33 PM ET)
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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)
93
Total
Institutional Inflows
(last 12 months)
$142.40M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$131.56M
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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
12/13/2024 B. Riley Wealth Advisors Inc.39,905$760K0.0%-13.1%0.057%
11/25/2024 Synovus Financial Corp29,836$569K0.0%+53.2%0.043%
11/25/2024 Sanctuary Advisors LLC13,789$258K0.0%-51.8%0.020%
11/19/2024 Citizens Business Bank956,886$18.25M3.7%-1.7%1.377%
11/18/2024 Hobbs Group Advisors LLC15,141$289K0.1%N/A0.022%
11/15/2024 MML Investors Services LLC16,341$312K0.0%+21.8%0.024%
11/15/2024 Jane Street Group LLC76,998$1.47M0.0%N/A0.111%
11/15/2024 Stifel Financial Corp317,864$6.06M0.0%+28.9%0.457%
11/15/2024 HighTower Advisors LLC134,694$2.57M0.0%+63.3%0.194%
11/14/2024 Plotkin Financial Advisors LLC20,848$398K0.2%N/A0.030%
11/14/2024 Rockefeller Capital Management L.P.145,874$2.78M0.0%-1.5%0.210%
11/14/2024 Fiduciary Trust Co13,767$263K0.0%N/A0.020%
11/12/2024 Kingsview Wealth Management LLC225,720$4.30M0.1%+2.2%0.325%
11/12/2024 Flagstar Advisors Inc.304,616$5.81M1.5%+16.2%0.438%
11/9/2024 Trustmark National Bank Trust Department29,590$564K0.0%+4.7%0.043%
11/8/2024 Citizens Financial Group Inc. RI617,850$11.78M0.2%+38.5%0.889%
11/8/2024 Prospera Financial Services Inc42,842$817K0.0%+3.8%0.062%
11/6/2024 1776 Wealth LLC153,272$2.92M1.3%-4.6%0.221%
11/6/2024 Main Street Financial Solutions LLC25,896$494K0.0%+28.2%0.037%
11/6/2024 Kovack Advisors Inc.27,331$521K0.1%-12.7%0.039%
11/5/2024 Ashton Thomas Private Wealth LLC52,924$1.01M0.1%+6.6%0.076%
11/5/2024 Platform Technology Partners86,789$1.66M0.5%-3.4%0.125%
11/5/2024 Harbour Investments Inc.15,348$293K0.0%-30.5%0.022%
11/5/2024 Nations Financial Group Inc. IA ADV71,155$1.36M0.1%-4.3%0.102%
11/4/2024 Jaffetilchin Investment Partners LLC44,969$858K0.1%+1.2%0.065%
11/4/2024 United Capital Management of KS Inc.58,731$1.12M0.2%-7.0%0.085%
11/4/2024 Sigma Planning Corp74,546$1.42M0.0%-0.7%0.107%
10/31/2024 Concurrent Investment Advisors LLC15,575$297K0.0%-50.8%0.022%
10/30/2024 Maia Wealth LLC34,446$649K0.2%-28.6%0.050%
10/30/2024 Beacon 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%
10/29/2024 Key Financial Inc968,389$18.47M4.1%+8.3%1.393%
10/28/2024 Summit Wealth Partners LLC178,813$3.41M0.7%+61.6%0.257%
10/28/2024 US Bancorp DE32,171$614K0.0%+52.3%0.046%
10/25/2024 Financial Advocates Investment Management102,221$1.95M0.1%-12.9%0.147%
10/25/2024 Twin Peaks Wealth Advisors LLC53,317$1.02M0.5%-12.5%0.077%
10/24/2024 Inscription Capital LLC35,217$672K0.1%+6.3%0.051%
10/24/2024 J.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%
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10/23/2024 Mirae Asset Global Investments Co. Ltd.42,000$799K0.0%+140.1%0.060%
10/23/2024 Silver 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%
10/23/2024 American Institute for Advanced Investment Management LLP25,350$483K0.3%+102.0%0.036%
10/23/2024 GUNN & Co INVESTMENT MANAGEMENT INC.123,586$2.36M1.6%-94.2%0.178%
10/22/2024 McAdam LLC17,319$330K0.0%N/A0.025%
10/22/2024 Elevated Capital Advisors LLC406,304$7.75M2.1%-0.5%0.585%
10/22/2024 Private 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%
10/15/2024 NBC Securities Inc.15,178$289K0.0%+50.4%0.022%
10/11/2024 Adamsbrown Wealth Consultants LLC658,323$12.55M4.4%+6.1%0.947%
10/11/2024 Smith 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%
10/10/2024 Concourse Financial Group Securities Inc.2,398$46K0.0%-40.1%0.003%
10/8/2024 CWM LLC138,360$2.64M0.0%+121.1%0.199%
10/7/2024 Miracle Mile Advisors LLC155,050$2.96M0.1%-5.9%0.223%
10/5/2024 ZRC 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%
9/11/2024 Summit Wealth Partners LLC110,671$2.03M0.4%-1.0%0.159%
9/5/2024 Sanctuary Advisors LLC28,610$514K0.0%N/A0.041%
8/22/2024 Cetera Investment Advisers396,006$7.28M0.0%+8.8%0.570%
8/21/2024 Truist Financial Corp764,290$14.04M0.0%+4.2%1.100%
8/19/2024 B. Riley Wealth Advisors Inc.45,945$844K0.0%+12.7%0.066%
8/16/2024 Northwestern Mutual Wealth Management Co.10,645$196K0.0%+82.9%0.015%
8/16/2024 NewEdge Advisors LLC79,641$1.46M0.0%+0.8%0.115%
8/9/2024 Renaissance Technologies LLC349,400$6.42M0.0%-25.7%0.503%
8/9/2024 Citizens Financial Group Inc. RI446,120$8.20M0.2%N/A0.642%
8/8/2024 J.W. Cole Advisors Inc.79,250$1.46M0.1%N/A0.114%
8/8/2024 Envestnet Asset Management Inc.1,388,483$25.51M0.0%+8.5%1.998%
8/8/2024 Zions Bancorporation N.A.5,000$92K0.0%N/A0.007%
8/8/2024 Main Street Financial Solutions LLC20,203$371K0.0%+45.2%0.029%
8/8/2024 LPL Financial LLC2,835,054$52.08M0.0%+14.3%4.079%
8/7/2024 Ashton Thomas Private Wealth LLC49,661$912K0.0%+7.0%0.071%
8/5/2024 Private 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%
7/31/2024 Balanced Rock Investment Advisors LLC11,927$219K0.2%N/A0.017%
7/31/2024 Spire Wealth Management27,257$501K0.0%-49.7%0.039%
7/31/2024Commonwealth Equity Services LLC247,504$4.55M0.0%-3.5%0.356%
7/31/2024 Concurrent Investment Advisors LLC31,678$582K0.0%+9.4%0.046%
7/31/2024 United Capital Management of KS Inc.63,183$1.16M0.3%-7.8%0.091%
7/30/2024 Jaffetilchin Investment Partners LLC44,432$816K0.1%-6.4%0.064%
7/30/2024 Integral Investment Advisors Inc.261,761$4.81M1.8%-2.1%0.377%
7/30/2024 International Assets Investment Management LLC8,536$157K0.0%N/A0.012%
7/30/2024 Key Financial Inc893,857$16.42M3.9%+1.3%1.286%
7/29/2024 Nations Financial Group Inc. IA ADV74,385$1.37M0.1%+1.2%0.107%
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7/29/2024 Smith Chas P & Associates PA Cpas2,117,629$38.90M2.3%+0.7%3.047%
7/29/2024 Arkadios Wealth Advisors51,326$943K0.1%-7.0%0.074%
7/29/2024 Financial Advocates Investment Management117,348$2.16M0.1%+5.7%0.169%
7/26/2024 Harbour Investments Inc.22,081$406K0.0%-26.3%0.032%
7/23/2024 Shelton Wealth Management LLC180,177$3.31M1.9%-7.6%0.259%
7/23/2024Essex LLC884,401$16.25M3.6%-0.7%1.273%
7/20/2024Raymond James Financial Services Advisors Inc.771,945$14.18M0.0%-1.6%1.111%
7/19/2024 Western Wealth Management LLC44,782$823K0.1%+7.6%0.064%
7/19/2024 Marshall Financial Group LLC11,776$216K0.1%-5.6%0.017%
7/19/2024Raymond James & Associates511,074$9.39M0.0%-0.8%0.735%
(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, 181 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 ($40.42M), 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 162 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), Smith Chas P & Associates PA Cpas ($2.30M), GUNN & Co INVESTMENT MANAGEMENT INC. ($2.03M), LPL Financial LLC ($1.91M), Miracle Mile Advisors LLC ($1.69M), Citizens Business Bank ($1.10M), and Raymond James Financial Services Advisors Inc. ($1.04M).

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

Institutional investors have bought a total of 27,006,424 shares in the last 24 months. This purchase volume represents approximately $472.43M in transactions.

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

Of the 100 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 ($1.53M), 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 12,034,133 shares in the last 24 months. This volume of shares sold represents approximately $214.31M in transactions.


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This page (NYSEARCA:FPEI) was last updated on 12/21/2024 by MarketBeat.com Staff
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