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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Smith Chas P & Associates Pa CpasSell-50,814-2.1%2,373,953$45.79MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+20,451+88.5%43,549$840.07KQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcSell-190,926-51.2%182,028$3.51MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-2,166-11.0%17,518$337.93KQ2 2026Aug 19, 2026
Balanced Rock Investment Advisors LlcBuy+2,349+8.1%31,277$603.33KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-1,230-3.5%34,306$661.77KQ2 2026Aug 17, 2026
Action Point Financial Planning, LlcBuy+615,809615,809$11.88MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+75,953+2580.8%78,896$1.52MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+74,063+35.6%282,341$5.45MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+67,050+9.5%770,219$14.86MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-55,390-1.0%5,319,825$102.62MQ2 2026Aug 14, 2026
Protective Life CorpSell-15,664-52.7%14,033$270.70KQ2 2026Aug 14, 2026
Plotkin Financial Advisors, LlcBuy+7,210+14.9%55,446$1.07MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-3,603-7.0%47,963$925.20KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,541-0.2%2,073,078$39.99MQ2 2026Aug 14, 2026
Marshall Investment Management, LlcSell-3,213-2.0%155,197$2.99MQ2 2026Aug 14, 2026
Bank Of America CorpSell-3,130-0.1%6,014,221$116.01MQ2 2026Aug 14, 2026
Fwl Investment Management, LlcSell-2,471-3.4%70,800$1.37MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+930930$17.89KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+532+3.4%16,304$314.51KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+302302$407.26KQ2 2026Aug 14, 2026
&PartnersSell-159-0.3%51,869$1.00MQ2 2026Aug 14, 2026
Ubs Group AgBuy+184,115+1.9%9,981,464$192.54MQ2 2026Aug 13, 2026
Morgan StanleySell-139,398-0.7%19,791,490$381.78MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-84,343-81.5%19,169$369.77KQ2 2026Aug 13, 2026
Flavin Financial Services, Inc.Buy+39,26439,264$757.40KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+25,898+8.5%332,355$6.41MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+17,709+164.3%28,485$549.48KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-11,745-14.7%68,237$1.32MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+8,707+22.2%47,928$924.53KQ2 2026Aug 13, 2026
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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.