FPEI Institutional Ownership & Shareholders
FIRST TRUST INSTITUTIONAL PR (FPEI) is currently held by 212 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.52B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPEI tracked by InsiderSet, reporting ownership valued at approximately $381.78M 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 $365.75M, representing an estimated loss of -4.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
212
Total Reported Value
$1.52B
Largest Holder
Morgan Stanley
Largest Position
$381.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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% | 19,791,490 | $381,777,868 | $365,746,735 | -$16,031,133 | -4.20% | |
| Ubs Group Ag | 0.03% | 9,981,464 | $192,542,441 | $184,457,455 | -$8,084,986 | -4.20% | |
| Bank Of America Corp | 0.01% | 6,014,221 | $116,014,330 | $111,142,804 | -$4,871,526 | -4.20% | |
| Royal Bank Of Canada | 0.02% | 5,319,825 | $102,620,000 | $98,310,366 | -$4,309,634 | -4.20% | |
| Lpl Financial Llc | 0.02% | 4,503,954 | $86,881,274 | $83,233,070 | -$3,648,204 | -4.20% | |
| Smith Chas P & Associates Pa Cpas | 2.20% | 2,410,152 | $44,684,216 | $44,539,609 | -$144,607 | -0.32% | |
| Newedge Advisors, Llc | 0.13% | 2,268,729 | $43,763,776 | $41,926,112 | -$1,837,664 | -4.20% | |
| Raymond James Financial Inc | 0.01% | 2,073,078 | $39,989,685 | $38,310,481 | -$1,679,204 | -4.20% | |
| Montis Financial, Llc | 7.51% | 1,903,858 | $36,725,418 | $35,183,296 | -$1,542,122 | -4.20% | |
| Envestnet Asset Management Inc | 0.01% | 1,700,588 | $32,804,346 | $31,426,866 | -$1,377,480 | -4.20% | |
| Truist Financial Corp | 0.04% | 1,730,758 | $31,915,182 | $31,984,408 | +$69,226 | +0.22% | |
| Fukoku Mutual Life Insurance Co | 1.41% | 1,259,000 | $24,286,110 | $23,266,320 | -$1,019,790 | -4.20% | |
| Annex Advisory Services, Llc | 0.37% | 1,217,165 | $22,444,527 | $22,493,209 | +$48,682 | +0.22% | |
| Legacy Edge Advisors, Llc | 2.39% | 1,046,903 | $20,247,101 | $19,346,767 | -$900,334 | -4.45% | |
| Citizens Financial Group Inc/Ri | 0.20% | 953,450 | $17,581,611 | $17,619,756 | +$38,145 | +0.22% | |
| Osaic Holdings, Inc. | 0.02% | 770,219 | $14,857,336 | $14,233,647 | -$623,689 | -4.20% | |
| Cetera Investment Advisers | 0.01% | 704,375 | $13,587,379 | $13,016,850 | -$570,529 | -4.20% | |
| Integral Investment Advisors, Inc. | 2.65% | 623,023 | $12,018,119 | $11,513,465 | -$504,654 | -4.20% | |
| Action Point Financial Planning, Llc | 1.28% | 615,809 | $11,878,964 | $11,380,150 | -$498,814 | -4.20% | |
| Essex Llc | 1.79% | 641,282 | $11,825,234 | $11,850,891 | +$25,657 | +0.22% | |
| Park National Corp | 0.27% | 531,455 | $9,800,030 | $9,821,288 | +$21,258 | +0.22% | |
| Geneos Wealth Management Inc. | 0.20% | 499,253 | $9,630,584 | $9,226,195 | -$404,389 | -4.20% | |
| Mcadam, Llc | 0.34% | 494,468 | $9,117,997 | $9,137,769 | +$19,772 | +0.22% | |
| Baird Financial Group, Inc. | 0.01% | 470,809 | $9,081,906 | $8,700,550 | -$381,356 | -4.20% | |
| Legacy Cg, Llc | 2.20% | 473,219 | $8,726,158 | $8,745,087 | +$18,929 | +0.22% | |
| Jpmorgan Chase & Co | 0.00% | 399,891 | $7,703,901 | $7,389,986 | -$313,915 | -4.07% | |
| Elevated Capital Advisors, Llc | 1.98% | 372,937 | $7,193,959 | $6,891,876 | -$302,083 | -4.20% | |
| Prospera Financial Services Inc | 0.10% | 356,545 | $6,877,609 | $6,588,952 | -$288,657 | -4.20% | |
| Stifel Financial Corp | 0.01% | 355,978 | $6,867,054 | $6,578,473 | -$288,581 | -4.20% | |
| Westview Management Dba Westview Investment Advisors | 3.24% | 343,661 | $6,629,220 | $6,350,855 | -$278,365 | -4.20% | |
| Key Financial Inc | 1.06% | 353,092 | $6,511,016 | $6,525,140 | +$14,124 | +0.22% | |
| Rockefeller Capital Management L.P. | 0.01% | 332,355 | $6,411,134 | $6,141,920 | -$269,214 | -4.20% | |
| Cwm, Llc | 0.02% | 330,960 | $6,288,239 | $6,116,141 | -$172,098 | -2.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 321,781 | $5,933,630 | $5,946,513 | +$12,883 | +0.22% | |
| Vista Investment Management | 1.72% | 295,710 | $5,704,238 | $5,464,721 | -$239,517 | -4.20% | |
| Synergy Investment Management, Llc | 1.32% | 282,341 | $5,446,359 | $5,217,662 | -$228,697 | -4.20% | |
| Adamsbrown Wealth Consultants Llc | 0.92% | 273,082 | $5,035,632 | $5,046,555 | +$10,923 | +0.22% | |
| First Trust Advisors Lp | 0.00% | 210,613 | $4,062,717 | $3,892,128 | -$170,589 | -4.20% | |
| Victory Financial Group, Llc | 0.37% | 216,817 | $3,998,112 | $4,006,778 | +$8,666 | +0.22% | |
| Kingsview Wealth Management, Llc | 0.04% | 182,028 | $3,511,320 | $3,363,877 | -$147,443 | -4.20% | |
| Flynn Zito Capital Management, Llc | 0.95% | 181,273 | $3,496,758 | $3,349,925 | -$146,833 | -4.20% | |
| Private Advisor Group, Llc | 0.02% | 180,264 | $3,477,283 | $3,331,279 | -$146,004 | -4.20% | |
| Mgo One Seven Llc | 0.06% | 186,150 | $3,432,614 | $3,440,052 | +$7,438 | +0.22% | |
| Merit Financial Group, Llc | 0.02% | 175,242 | $3,380,420 | $3,238,472 | -$141,948 | -4.20% | |
| J.W. Cole Advisors, Inc. | 0.06% | 172,426 | $3,326,092 | $3,186,432 | -$139,660 | -4.20% | |
| Marshall Investment Management, Llc | 1.24% | 155,197 | $2,993,753 | $2,868,041 | -$125,712 | -4.20% | |
| True Blue Financial, Llc | 1.01% | 147,412 | $2,718,276 | $2,724,174 | +$5,898 | +0.22% | |
| Janney Montgomery Scott Llc | 0.01% | 138,259 | $2,667,000 | $2,555,026 | -$111,974 | -4.20% | |
| 1776 Wealth Llc | 0.85% | 124,420 | $2,400,054 | $2,299,282 | -$100,772 | -4.20% | |
| Welch & Forbes Llc | 0.03% | 123,815 | $2,388,394 | $2,288,101 | -$100,293 | -4.20% |
Frequently asked questions about FPEI
Who are the largest institutional holders of FPEI?
The largest institutional holders of FPEI reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Bank Of America Corp, Royal Bank Of Canada, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FPEI position.
What is FPEI institutional ownership?
This page tracks FPEI positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST INSTITUTIONAL PR (FPEI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPEI?
InsiderSet currently tracks 212 institutional managers reporting FPEI 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 FPEI shareholders.
How much FPEI stock do institutions own?
Institutional investment managers disclosed approximately $1.52B in FPEI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPEI institutional ownership last updated?
The latest FPEI 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 FPEI 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 FPEI position after the reporting date.
Are institutions buying or selling FPEI?
Institutional buying and selling can be analyzed by comparing FPEI positions across consecutive 13F reporting periods. InsiderSet's FPEI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPEI ownership changes.
How has FPEI institutional ownership changed over time?
InsiderSet tracks FPEI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.