FIRST TRUST INSTITUTIONAL PR (FPEI) Institutional Ownership Changes & 13F Activity
FIRST TRUST INSTITUTIONAL PR (FPEI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Action Point Financial Planning, Llc, Kingsview Wealth Management, Llc, Ubs Group Ag, Morgan Stanley, and Visionary Wealth Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Smith Chas P & Associates Pa Cpas | Sell | -50,814 | -2.1% | 2,373,953 | $45.79M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +20,451 | +88.5% | 43,549 | $840.07K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Sell | -190,926 | -51.2% | 182,028 | $3.51M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -2,166 | -11.0% | 17,518 | $337.93K | Q2 2026 | Aug 19, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +2,349 | +8.1% | 31,277 | $603.33K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -1,230 | -3.5% | 34,306 | $661.77K | Q2 2026 | Aug 17, 2026 |
| Action Point Financial Planning, Llc | Buy | +615,809 | — | 615,809 | $11.88M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +75,953 | +2580.8% | 78,896 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +74,063 | +35.6% | 282,341 | $5.45M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +67,050 | +9.5% | 770,219 | $14.86M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -55,390 | -1.0% | 5,319,825 | $102.62M | Q2 2026 | Aug 14, 2026 |
| Protective Life Corp | Sell | -15,664 | -52.7% | 14,033 | $270.70K | Q2 2026 | Aug 14, 2026 |
| Plotkin Financial Advisors, Llc | Buy | +7,210 | +14.9% | 55,446 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -3,603 | -7.0% | 47,963 | $925.20K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -3,541 | -0.2% | 2,073,078 | $39.99M | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Sell | -3,213 | -2.0% | 155,197 | $2.99M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -3,130 | -0.1% | 6,014,221 | $116.01M | Q2 2026 | Aug 14, 2026 |
| Fwl Investment Management, Llc | Sell | -2,471 | -3.4% | 70,800 | $1.37M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +930 | — | 930 | $17.89K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +532 | +3.4% | 16,304 | $314.51K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +302 | — | 302 | $407.26K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -159 | -0.3% | 51,869 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +184,115 | +1.9% | 9,981,464 | $192.54M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -139,398 | -0.7% | 19,791,490 | $381.78M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -84,343 | -81.5% | 19,169 | $369.77K | Q2 2026 | Aug 13, 2026 |
| Flavin Financial Services, Inc. | Buy | +39,264 | — | 39,264 | $757.40K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +25,898 | +8.5% | 332,355 | $6.41M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +17,709 | +164.3% | 28,485 | $549.48K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -11,745 | -14.7% | 68,237 | $1.32M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +8,707 | +22.2% | 47,928 | $924.53K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about FPEI activity
Which institutional owners are buying FPEI?
Institutional owners buying FPEI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FPEI activity?
"Buy" means an investor increased their reported position in FPEI compared to the prior reporting period. This reflects growing exposure to FIRST TRUST INSTITUTIONAL PR (FPEI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FPEI increasing?
Institutional interest in FPEI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.