Who Owns FPEI?
First Trust Institutional Preferred Securities and Income ETF — Institutional Ownership & 13F Holdings
$19.23
+0.01 (+0.03%)
Market Cap
$1.9B
Shares Outstanding
97,480,066
Institutional Holders
180
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+80
Institutional data as of Q1 2025
New Positions
50
Closed Positions
19
Increased
67
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $315.6M | 16,874,398 |
| 2 | UBS Group AG | $160.1M | 8,562,892 |
| 3 | BANK OF AMERICA CORP /DE/ | $86.3M | 4,616,336 |
| 4 | ROYAL BANK OF CANADA | $62.4M | 3,334,754 |
| 5 | NewEdge Advisors, LLC | $42.0M | 2,247,632 |
| 6 | SMITH CHAS P & ASSOCIATES PA CPAS | $41.9M | 2,242,842 |
| 7 | RAYMOND JAMES FINANCIAL INC | $33.4M | 1,784,921 |
| 8 | JPMORGAN CHASE & CO | $27.3M | 1,461,605 |
| 9 | TRUIST FINANCIAL CORP | $20.8M | 1,112,715 |
| 10 | Citizens Business Bank | $17.5M | 937,794 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +1.1M | $315.6M |
| UBS Group AG | +237K | $160.1M |
| BANK OF AMERICA CORP /DE/ | +125K | $86.3M |
| ROYAL BANK OF CANADA | +355K | $62.4M |
| NewEdge Advisors, LLC | +207K | $42.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FIFTH THIRD SECURITIES, INC. | -312K | $667K |
| LEIGH BALDWIN & CO., LLC | -226K | $225K |
| RAYMOND JAMES FINANCIAL INC | -183K | $33.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | -152K | $6K |
| JPMORGAN CHASE & CO | -125K | $27.3M |
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Frequently Asked Questions
How many institutional investors hold FPEI?
As of Q1 2025, 180 institutional investors report holding FPEI (First Trust Institutional Preferred Securities and Income ETF) in their 13F filings.
Which hedge fund owns the most FPEI?
The largest institutional holder of FPEI is MORGAN STANLEY with $315.6M in shares.
Are institutions buying or selling FPEI?
This quarter, 50 institutions opened new positions in FPEI and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.