FIRST TRUST INSTITUTIONAL PR (FPEI) Institutional Shareholders
FIRST TRUST INSTITUTIONAL PR (FPEI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.50B in FPEI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPEI tracked by InsiderSet, reporting ownership valued at approximately $378.69M in its March 31, 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 $380.28M, representing an estimated gain of +0.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed FPEI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST INSTITUTIONAL PR (FPEI).
This page ranks the largest institutional FPEI 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
207
Total Reported Value
$1.50B
Largest Holder
Morgan Stanley
Largest Position
$378.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 19,930,888 | $378,686,891 | $380,281,343 | +$1,594,452 | +0.42% | |
| Ubs Group Ag | 0.03% | 9,797,349 | $186,149,631 | $186,933,419 | +$783,788 | +0.42% | |
| Bank Of America Corp | 0.01% | 6,017,351 | $114,329,671 | $114,811,057 | +$481,386 | +0.42% | |
| Royal Bank Of Canada | 0.02% | 5,375,215 | $102,128,000 | $102,559,102 | +$431,102 | +0.42% | |
| Lpl Financial Llc | 0.02% | 4,283,781 | $81,391,828 | $81,734,541 | +$342,713 | +0.42% | |
| Smith Chas P & Associates Pa Cpas | 2.50% | 2,424,767 | $46,070,572 | $46,264,554 | +$193,982 | +0.42% | |
| Raymond James Financial Inc | 0.01% | 2,076,619 | $39,455,778 | $39,621,891 | +$166,113 | +0.42% | |
| Montis Financial, Llc | 7.14% | 1,816,813 | $34,519,452 | $34,664,792 | +$145,340 | +0.42% | |
| Truist Financial Corp | 0.04% | 1,605,335 | $30,966,917 | $30,629,792 | -$337,125 | -1.09% | |
| Envestnet Asset Management Inc | 0.01% | 1,587,812 | $30,168,426 | $30,295,453 | +$127,027 | +0.42% | |
| Newedge Advisors, Llc | 1.27% | 793,314 | $27,344,327 | $15,136,431 | -$12,207,896 | -44.65% | |
| Jane Street Group, Llc | 0.03% | 1,428,742 | $27,146,098 | $27,260,397 | +$114,299 | +0.42% | |
| Fukoku Mutual Life Insurance Co | 1.41% | 1,259,000 | $24,286,110 | $24,021,720 | -$264,390 | -1.09% | |
| Legacy Edge Advisors, Llc | 2.43% | 1,214,315 | $23,071,984 | $23,169,130 | +$97,146 | +0.42% | |
| Annex Advisory Services, Llc | 0.38% | 1,146,209 | $22,110,372 | $21,869,668 | -$240,704 | -1.09% | |
| Citizens Financial Group Inc/Ri | 0.26% | 996,035 | $18,924,660 | $19,004,348 | +$79,688 | +0.42% | |
| Osaic Holdings, Inc. | 0.02% | 703,169 | $13,360,300 | $13,416,465 | +$56,165 | +0.42% | |
| Cetera Investment Advisers | 0.01% | 673,855 | $12,803,250 | $12,857,153 | +$53,903 | +0.42% | |
| Essex Llc | 1.90% | 647,803 | $12,496,120 | $12,360,081 | -$136,039 | -1.09% | |
| Integral Investment Advisors, Inc. | 2.65% | 623,023 | $12,018,119 | $11,887,279 | -$130,840 | -1.09% | |
| Baird Financial Group, Inc. | 0.02% | 631,986 | $12,007,734 | $12,058,293 | +$50,559 | +0.42% | |
| Hightower Advisors, Llc | 0.01% | 523,479 | $9,946,067 | $9,987,979 | +$41,912 | +0.42% | |
| Geneos Wealth Management Inc. | 0.21% | 487,681 | $9,265,936 | $9,304,953 | +$39,017 | +0.42% | |
| Park National Corp | 0.25% | 453,864 | $8,755,037 | $8,659,725 | -$95,312 | -1.09% | |
| Legacy Cg, Llc | 2.13% | 431,768 | $8,328,805 | $8,238,133 | -$90,672 | -1.09% | |
| Commonwealth Equity Services, Llc | 0.01% | 378,955 | $7,310,040 | $7,230,461 | -$79,579 | -1.09% | |
| Key Financial Inc | 1.16% | 368,269 | $7,103,909 | $7,026,573 | -$77,336 | -1.09% | |
| Kingsview Wealth Management, Llc | 0.10% | 372,954 | $7,086,126 | $7,115,962 | +$29,836 | +0.42% | |
| Stifel Financial Corp | 0.01% | 368,270 | $6,997,146 | $7,026,592 | +$29,446 | +0.42% | |
| Elevated Capital Advisors, Llc | 1.76% | 367,491 | $6,982,335 | $7,011,728 | +$29,393 | +0.42% | |
| Prospera Financial Services Inc | 0.10% | 356,545 | $6,877,609 | $6,802,879 | -$74,730 | -1.09% | |
| Westview Management Dba Westview Investment Advisors | 3.24% | 343,661 | $6,629,220 | $6,557,052 | -$72,168 | -1.09% | |
| Cwm, Llc | 0.02% | 330,960 | $6,288,239 | $6,314,717 | +$26,478 | +0.42% | |
| Rockefeller Capital Management L.P. | 0.01% | 306,457 | $5,822,686 | $5,847,200 | +$24,514 | +0.42% | |
| Adamsbrown Wealth Consultants Llc | 1.01% | 278,397 | $5,370,282 | $5,311,815 | -$58,467 | -1.09% | |
| Vista Investment Management | 1.78% | 279,678 | $5,313,874 | $5,336,256 | +$22,382 | +0.42% | |
| Mcadam, Llc | 0.21% | 248,429 | $4,720,150 | $4,740,025 | +$19,875 | +0.42% | |
| First Trust Advisors Lp | 0.00% | 213,500 | $4,056,500 | $4,073,580 | +$17,080 | +0.42% | |
| Synergy Investment Management, Llc | 1.30% | 208,278 | $3,957,296 | $3,973,944 | +$16,648 | +0.42% | |
| Victory Financial Group, Llc | 0.41% | 203,575 | $3,926,969 | $3,884,211 | -$42,758 | -1.09% | |
| Baer Investment Advisory Llc | 0.43% | 185,938 | $3,532,829 | $3,547,697 | +$14,868 | +0.42% | |
| Flynn Zito Capital Management, Llc | 0.95% | 181,273 | $3,496,758 | $3,458,689 | -$38,069 | -1.09% | |
| Private Advisor Group, Llc | 0.02% | 180,264 | $3,477,283 | $3,439,437 | -$37,846 | -1.09% | |
| Merit Financial Group, Llc | 0.02% | 175,242 | $3,380,420 | $3,343,617 | -$36,803 | -1.09% | |
| J.W. Cole Advisors, Inc. | 0.06% | 172,426 | $3,326,092 | $3,289,888 | -$36,204 | -1.09% | |
| Marshall Investment Management, Llc | 1.44% | 158,410 | $3,009,790 | $3,022,463 | +$12,673 | +0.42% | |
| Veridan Wealth Llc | 0.92% | 128,009 | $2,432,180 | $2,442,412 | +$10,232 | +0.42% | |
| True Blue Financial, Llc | 1.02% | 124,755 | $2,406,515 | $2,380,325 | -$26,190 | -1.09% | |
| Welch & Forbes Llc | 0.03% | 123,815 | $2,388,394 | $2,362,390 | -$26,004 | -1.09% | |
| 1776 Wealth Llc | 0.93% | 124,789 | $2,370,982 | $2,380,974 | +$9,992 | +0.42% |
Frequently asked questions about FPEI
Who owns the most FPEI stock?
The largest holders of FPEI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST INSTITUTIONAL PR (FPEI).
Is FPEI widely held by superinvestors?
Many widely followed stocks like FPEI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FPEI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.