Who Owns First Trust Institutional Preferred Securities and Income ETF (FPEI)?Hedge Fund & Institutional Holders

$19.20-0.04 (-0.18%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.713773590001746e+216T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$17.99$18.39$18.80$19.20$19.60Sep 24Jun 25Mar 26

FPEI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+1.9M+$36.0M
Merit Financial Group, LLCNew Position+1.9M+$35.9M
Montis Financial, LLCNew Position+1.7M+$33.6M
TRUIST FINANCIAL CORPNew Position+1.4M+$26.3M
Legacy Edge Advisors, LLCNew Position+1.1M+$21.8M
Annex Advisory Services, LLCNew Position+972K+$18.9M
CITIZENS FINANCIAL GROUP INC/RINew Position+969K+$18.8M
Essex LLCNew Position+642K+$12.5M
INTEGRAL INVESTMENT ADVISORS, INC.New Position+603K+$11.7M
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+445K+$8.6M
Key FInancial IncNew Position+399K+$7.7M
Westview Management dba Westview Investment AdvisorsNew Position+386K+$7.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+382K+$7.0M
Ocean Park Asset Management, LLCNew Position+356K+$6.9M
Geneos Wealth Management Inc.New Position+339K+$6.6M

FPEI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Baird Financial Group, Inc.Decreased-170K-$15.2B
Elevated Capital Advisors, LLCDecreased-5K-$6.9B
STIFEL FINANCIAL CORPDecreased-22K-$6.9B
Prospera Financial Services IncDecreased-4K-$5.4B
ELEVATION WEALTH PARTNERS, LLCDecreased-144K-$3.6B
Focus Partners WealthDecreased-19K-$2.7B
BEACON FINANCIAL GROUPClosed Position-121K-$2.3B
COMERICA BANKDecreased-26K-$2.3B
Visionary Wealth AdvisorsDecreased-6K-$2.0B
Kestra Advisory Services, LLCDecreased-21K-$1.6B
Walker Asset Management, LLCDecreased-2K-$1.5B
FWL INVESTMENT MANAGEMENT, LLCDecreased-2K-$1.4B
Sigma Planning CorpDecreased-538-$1.3B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-6K-$1.3B
Princeton Global Asset Management LLCDecreased-2K-$1.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,203,161$371.4M0.23%Share
2MORGAN STANLEY18,537,521$359.0M0.02%Share
3UBS Group AG9,002,280$174.6M0.03%Share
4ROYAL BANK OF CANADA4,998,352$96.0M0.02%Share
5LPL Financial LLC4,355,471$84.0M0.02%Share
6BANK OF AMERICA CORP /DE/2,811,023$54.0M0.00%Share
7NewEdge Advisors, LLC2,521,541$48.0M0.17%Share
8SMITH CHAS P & ASSOCIATES PA CPAS2,380,461$46.2M2.43%Share
9ENVESTNET ASSET MANAGEMENT INC1,907,132$36.0M0.01%Share
10Merit Financial Group, LLC1,852,546$35.9M0.29%Share
11BANK OF AMERICA CORP /DE/1,837,240$35.0M0.00%Share
12Montis Financial, LLC1,735,426$33.6M6.65%Share
13TRUIST FINANCIAL CORP1,357,577$26.3M0.04%Share
14FUKOKU MUTUAL LIFE INSURANCE CO1,259,000$24.0M1.57%Share
15RAYMOND JAMES FINANCIAL INC1,250,659$24.0M0.01%Share
16Legacy Edge Advisors, LLC1,123,229$21.8M2.38%Share
17Annex Advisory Services, LLC972,278$18.9M0.36%Share
18CITIZENS FINANCIAL GROUP INC/RI939,145$18.2M0.24%Share
19Cetera Investment Advisers732,076$14.0M0.02%Share
20Essex LLC642,258$12.5M2.21%Share
21INTEGRAL INVESTMENT ADVISORS, INC.602,697$11.7M2.90%Share
22RAYMOND JAMES FINANCIAL INC587,213$11.0M0.00%Share
23Baird Financial Group, Inc.617,650$11.0M0.02%Share
24OSAIC HOLDINGS, INC.468,751$9.0M0.01%Share
25ADAMSBROWN WEALTH CONSULTANTS LLC445,203$8.6M2.40%Share
26Key FInancial Inc398,873$7.7M1.41%Share
27Westview Management dba Westview Investment Advisors385,775$7.5M3.56%Share
28COMMONWEALTH EQUITY SERVICES, LLC382,369$7.0M0.01%Share
29JPMORGAN CHASE & CO376,033$7.0M0.00%Share
30HighTower Advisors, LLC385,957$7.0M0.01%Share
31Ocean Park Asset Management, LLC355,500$6.9M0.32%Share
32Elevated Capital Advisors, LLC353,914$6.9M1.60%Share
33Geneos Wealth Management Inc.339,397$6.6M0.16%Share
34STIFEL FINANCIAL CORP335,389$6.0M0.01%Share
35Kingsview Wealth Management, LLC355,279$6.0M0.09%Share
36VISTA INVESTMENT MANAGEMENT274,762$5.3M1.76%Share
37Prospera Financial Services Inc276,492$5.0M0.08%Share
38CWM, LLC243,819$4.7M0.01%Share
39Rockefeller Capital Management L.P.235,810$4.0M0.01%Share
40Private Advisor Group, LLC222,966$4.0M0.02%Share
41McAdam, LLC219,214$4.0M0.18%Share
42Synergy Investment Management, LLC197,956$3.8M1.36%Share
43Synergy Asset Management, LLC177,348$3.4M0.36%Share
44VICTORY FINANCIAL GROUP, LLC173,351$3.4M0.42%Share
45Collaborative Wealth Managment Inc.165,370$3.2M1.13%Share
46FIRST TRUST ADVISORS LP189,278$3.0M0.00%Share
47OSAIC HOLDINGS, INC.172,883$3.0M0.00%Share
48MARSHALL INVESTMENT MANAGEMENT, LLC143,914$2.8M1.40%Share
491776 Wealth LLC125,160$2.4M0.91%Share
50Veridan Wealth LLC124,283$2.4M0.81%Share

FPEI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025207$1.8B+95
Q3 2025112$1.1T-52
Q2 2025164$894.7B-17
Q1 2025181$1.2T+32
Q4 2024149$80.4T+36
Q3 2024113$802.3T-2
Q2 2024115$666.8T+14
Q1 2024101$671.8T—

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As of Q4 2025, 50 institutional investors hold FPEI (First Trust Institutional Preferred Securities and Income ETF). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $371.4M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FPEI?

As of Q4 2025, 50 institutional investors report holding FPEI (First Trust Institutional Preferred Securities and Income ETF) in their 13F filings.

Who is the largest institutional holder of FPEI?

The largest institutional holder of FPEI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $371.4M in shares.

Is institutional ownership of FPEI increasing or decreasing?

This quarter, 15 institutions opened new positions in FPEI and 1 closed their positions.