FEP Institutional Ownership & Shareholders
FIRST TRUST EUROPE (FEP) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $351.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FEP tracked by InsiderSet, reporting ownership valued at approximately $65.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $65.25M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed FEP value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST EUROPE (FEP).
This page ranks the largest institutional FEP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
140
Total Reported Value
$351.07M
Largest Holder
First Trust Advisors Lp
Largest Position
$65.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.04% | 1,145,812 | $65,368,574 | $65,253,993 | -$114,581 | -0.18% | |
| Morgan Stanley | 0.00% | 884,638 | $50,468,643 | $50,380,134 | -$88,509 | -0.18% | |
| Lpl Financial Llc | 0.01% | 552,847 | $31,539,911 | $31,484,637 | -$55,274 | -0.18% | |
| Envestnet Asset Management Inc | 0.00% | 298,459 | $17,027,074 | $16,997,240 | -$29,834 | -0.18% | |
| Ubs Group Ag | 0.00% | 280,860 | $16,023,063 | $15,994,977 | -$28,086 | -0.18% | |
| Wells Fargo & Company/Mn | 0.00% | 240,269 | $13,707,347 | $13,683,320 | -$24,027 | -0.18% | |
| Cetera Investment Advisers | 0.01% | 214,361 | $12,229,242 | $12,207,859 | -$21,383 | -0.17% | |
| Bank Of Nova Scotia | 0.02% | 200,195 | $11,421,125 | $11,401,105 | -$20,020 | -0.18% | |
| &Partners | 0.04% | 168,324 | $9,576,412 | $9,586,052 | +$9,640 | +0.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 165,345 | $9,181,621 | $9,416,398 | +$234,777 | +2.56% | |
| Vontobel Holding Ltd. | 0.03% | 141,028 | $7,955,389 | $8,031,545 | +$76,156 | +0.96% | |
| Bank Of America Corp | 0.00% | 120,818 | $6,892,679 | $6,880,585 | -$12,094 | -0.18% | |
| Dunhill Financial, Llc | 1.37% | 117,399 | $6,719,993 | $6,685,873 | -$34,120 | -0.51% | |
| Raymond James Financial Inc | 0.00% | 113,773 | $6,490,777 | $6,479,372 | -$11,405 | -0.18% | |
| Assetmark, Inc | 0.01% | 106,066 | $5,983,183 | $6,040,459 | +$57,276 | +0.96% | |
| Benjamin Edwards Inc | 0.05% | 94,097 | $5,370,103 | $5,358,824 | -$11,279 | -0.21% | |
| Osaic Holdings, Inc. | 0.01% | 81,561 | $4,653,721 | $4,644,899 | -$8,822 | -0.19% | |
| Advisory Services Network, Llc | 0.05% | 74,732 | $4,263,485 | $4,255,987 | -$7,498 | -0.18% | |
| Stifel Financial Corp | 0.00% | 60,199 | $3,434,384 | $3,428,333 | -$6,051 | -0.18% | |
| Janney Montgomery Scott Llc | 0.01% | 57,256 | $3,266,000 | $3,260,729 | -$5,271 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,550 | $2,769,780 | $2,764,923 | -$4,858 | -0.18% | |
| Citadel Advisors Llc | 0.00% | 47,652 | $2,718,547 | $2,713,781 | -$4,766 | -0.18% | |
| Mainsail Financial Group, Llc | 0.89% | 47,024 | $2,652,629 | $2,678,017 | +$25,388 | +0.96% | |
| Mml Investors Services, Llc | 0.01% | 46,272 | $2,639,836 | $2,635,190 | -$4,646 | -0.18% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,112 | $2,573,640 | $2,569,128 | -$4,512 | -0.18% | |
| Prospera Financial Services Inc | 0.03% | 39,050 | $2,227,713 | $2,223,898 | -$3,816 | -0.17% | |
| Ifp Advisors, Inc | 0.04% | 37,438 | $2,111,878 | $2,132,094 | +$20,216 | +0.96% | |
| Hsbc Holdings Plc | 0.00% | 35,500 | $2,025,275 | $2,021,725 | -$3,550 | -0.18% | |
| Gateway Wealth Partners, Llc | 0.11% | 31,497 | $1,796,921 | $1,793,754 | -$3,167 | -0.18% | |
| Bank Of New York Mellon Corp | 0.00% | 28,081 | $1,602,049 | $1,599,213 | -$2,836 | -0.18% | |
| Nwf Advisory Services Inc. | 0.14% | 27,010 | $1,523,640 | $1,538,220 | +$14,580 | +0.96% | |
| Orion Porfolio Solutions, Llc | 0.01% | 26,021 | $1,484,526 | $1,481,896 | -$2,630 | -0.18% | |
| Bellevue Asset Management, Llc | 0.63% | 23,948 | $1,366,233 | $1,363,839 | -$2,394 | -0.18% | |
| Baird Financial Group, Inc. | 0.00% | 23,505 | $1,340,960 | $1,338,610 | -$2,350 | -0.18% | |
| Snowden Capital Advisors Llc | 0.03% | 20,585 | $1,174,352 | $1,172,316 | -$2,036 | -0.17% | |
| Smith, Moore & Co. | 0.08% | 20,572 | $1,173,653 | $1,171,575 | -$2,078 | -0.18% | |
| Farther Finance Advisors, Llc | 0.01% | 19,458 | $1,097,626 | $1,108,133 | +$10,507 | +0.96% | |
| Atria Investments, Inc | 0.01% | 18,408 | $1,038,404 | $1,048,336 | +$9,932 | +0.96% | |
| Royal Bank Of Canada | 0.00% | 17,523 | $1,000,000 | $997,935 | -$2,065 | -0.21% | |
| Oneascent Financial Services Llc | 0.05% | 17,410 | $993,240 | $991,500 | -$1,741 | -0.18% | |
| Kestra Advisory Services, Llc | 0.00% | 17,063 | $973,455 | $971,738 | -$1,717 | -0.18% | |
| Rpg Family Wealth Advisory, Llc | 0.15% | 14,544 | $829,719 | $828,281 | -$1,438 | -0.17% | |
| Risk Paradigm Group, Llc | 0.62% | 13,952 | $795,962 | $794,566 | -$1,396 | -0.18% | |
| Able Financial Group, Llc | 0.12% | 13,393 | $755,499 | $762,731 | +$7,232 | +0.96% | |
| Newedge Wealth, Llc | 0.01% | 12,929 | $737,602 | $736,307 | -$1,295 | -0.18% | |
| Transamerica Financial Advisors, Llc | 0.06% | 12,067 | $688,447 | $687,216 | -$1,231 | -0.18% | |
| Sanctuary Advisors, Llc | 0.00% | 11,704 | $667,741 | $666,543 | -$1,198 | -0.18% | |
| Harbour Investments, Inc. | 0.01% | 11,601 | $661,852 | $660,677 | -$1,175 | -0.18% | |
| Hfg Advisors, Inc. | 0.41% | 11,478 | $654,821 | $653,672 | -$1,149 | -0.18% | |
| 1776 Wealth Llc | 0.20% | 9,839 | $561,315 | $560,331 | -$984 | -0.18% |
Frequently asked questions about FEP
Who are the largest institutional holders of FEP?
The largest institutional holders of FEP reported in the latest SEC Form 13F filings include First Trust Advisors Lp, Morgan Stanley, Lpl Financial Llc, Envestnet Asset Management Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FEP position.
What is FEP institutional ownership?
This page tracks FEP positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST EUROPE (FEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FEP?
InsiderSet currently tracks 140 institutional managers reporting FEP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FEP shareholders.
How much FEP stock do institutions own?
Institutional investment managers disclosed approximately $351.07M in FEP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FEP institutional ownership last updated?
The latest FEP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FEP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FEP position after the reporting date.
Are institutions buying or selling FEP?
Institutional buying and selling can be analyzed by comparing FEP positions across consecutive 13F reporting periods. InsiderSet's FEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FEP ownership changes.
How has FEP institutional ownership changed over time?
InsiderSet tracks FEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.