FIRST TRUST INSTITUTIONAL PR FPEI
$19.30
+0.1% 52w: $17.79 – $19.30
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data17.7918.5419.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
207
-3 QoQ
13F value
$1.52B
+3.2% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns FPEI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 19.9M | $378.7M | 0.0% | +7.5% |
| UBS Group AG | Bank broker | 9.8M | $186.1M | 0.0% | +8.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.0M | $114.3M | 0.0% | +29.3% |
| ROYAL BANK OF CANADA | Bank broker | 5.4M | $102.1M | 0.0% | +7.0% |
| LPL Financial LLC | Bank broker | 4.3M | $81.4M | 0.0% | -1.6% |
| SMITH CHAS P & ASSOCIATES PA CPAS ★2 | Fundamental diversified | 2.4M | $46.1M | 2.5% | +1.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 2.2M | $41.6M | 0.2% | -13.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.1M | $39.5M | 0.0% | +13.0% |
| Montis Financial, LLC | Wealth advisor | 1.8M | $34.5M | 7.1% | +4.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.6M | $30.2M | 0.0% | -16.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.5M | $27.9M | 0.0% | +8.1% |
| JANE STREET GROUP, LLC | Market maker | 1.4M | $27.1M | 0.0% | New |
| FUKOKU MUTUAL LIFE INSURANCE Co | Other | 1.3M | $23.9M | 1.6% | Held |
| Legacy Edge Advisors, LLC | Wealth advisor | 1.2M | $23.1M | 2.4% | +8.1% |
| Annex Advisory Services, LLC | Wealth advisor | 1.0M | $19.5M | 0.4% | +5.5% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 996.0K | $18.9M | 0.3% | +2.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 703.2K | $13.4M | 0.0% | +7.4% |
| Cetera Investment Advisers | Wealth advisor | 673.9K | $12.8M | 0.0% | -8.0% |
| Essex LLC | Wealth advisor | 645.8K | $12.3M | 2.2% | +0.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 632.0K | $12.0M | 0.0% | +2.3% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 614.9K | $11.7M | 2.9% | +2.0% |
| HighTower Advisors, LLC | Diversified mechanical | 523.5K | $9.9M | 0.0% | +35.6% |
| Merit Financial Group, LLC | Wealth advisor | 493.7K | $9.4M | 0.1% | -73.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 487.7K | $9.3M | 0.2% | +43.7% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 455.0K | $8.6M | 2.3% | +2.2% |
| Legacy CG, LLC | Wealth advisor | 415.7K | $7.9M | 2.2% | New |
| JPMORGAN CHASE & CO | Bank broker | 417.3K | $7.8M | 0.0% | -5.1% |
| Key Financial Inc | Wealth advisor | 395.5K | $7.5M | 1.3% | -0.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 373.0K | $7.1M | 0.1% | +5.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 368.3K | $7.0M | 0.0% | +9.8% |
| Elevated Capital Advisors, LLC | Wealth advisor | 367.5K | $7.0M | 1.8% | +3.8% |
| Westview Management dba Westview Investment Advisors | Other | 355.0K | $6.7M | 3.5% | -8.0% |
| Prospera Financial Services Inc | Diversified mechanical | 351.9K | $6.7M | 0.1% | +27.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 349.7K | $6.6M | 0.0% | -8.6% |
| CWM, LLC | Wealth advisor | 331.0K | $6.3M | 0.0% | +35.7% |
| HRT FINANCIAL LP | Diversified mechanical | 317.1K | $6.0M | 0.0% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 306.5K | $5.8M | 0.0% | +30.0% |
| VISTA INVESTMENT MANAGEMENT | Wealth advisor | 279.7K | $5.3M | 1.8% | +1.8% |
| McAdam, LLC | Wealth advisor | 248.4K | $4.7M | 0.2% | +13.3% |
| FIRST TRUST ADVISORS LP | Index provider | 213.5K | $4.1M | 0.0% | +12.8% |
| Synergy Investment Management, LLC | Wealth advisor | 208.3K | $4.0M | 1.3% | +5.2% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 185.9K | $3.5M | 0.4% | +7.3% |
| Private Advisor Group, LLC | Wealth advisor | 177.4K | $3.4M | 0.0% | -20.4% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 170.5K | $3.2M | 1.0% | +52.2% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 158.4K | $3.0M | 1.4% | +10.1% |
| Welch & Forbes LLC | Other | 140.8K | $2.7M | 0.0% | -2.1% |
| PARK NATIONAL CORP /OH/ | Other | 135.8K | $2.6M | 0.1% | +18.2% |
| Veridan Wealth LLC | Wealth advisor | 128.0K | $2.4M | 0.9% | +3.0% |
| 1776 Wealth LLC ★2 | Fundamental diversified | 124.8K | $2.4M | 0.9% | -0.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 121.9K | $2.3M | 0.0% | +14.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.