FIRST TRUST INSTITUTIONAL PR (FPEI) Institutional Ownership and Insiders Activity
FIRST TRUST INSTITUTIONAL PR (FPEI) is widely held by institutional investors, with 207 firms reporting positions valued at approximately $1.53B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $381.78M in FPEI holdings in its latest filing.
Institutional Holders
207
Total Reported Value
$1.53B
Largest Holder
Morgan Stanley
Largest Position
$381.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
21
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$381.78M
- Ubs Group Ag$192.54M
- Bank Of America Corp$116.01M
- Royal Bank Of Canada$102.62M
- Lpl Financial Llc$86.88M
FPEI News
All news- Westview Management Q2 2026 Portfolio Activity Analysis
Aug 4, 2026 · valut.ai