FTHI vs FPEI overlap
FTHI and FPEI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FTHI, SEC Form N-PORT, June 30, 2026; FPEI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FTHI | FPEI |
|---|---|---|
| Morgan Stanley | $510K | $381.8M |
| LPL Financial LLC | $264.1M | $86.9M |
| UBS Group AG | $2K | $192.5M |
| Wells Fargo & Company | $181.7M | $1.5M |
| Royal Bank of Canada | $66.8M | $102.6M |
| Raymond James Financial Inc. | $105.4M | $40.0M |
| Envestnet Asset Management Inc. | $92.1M | $32.8M |
| D.A. Davidson & Co. | $74.6M | $243K |
| Cetera Investment Advisers | $45.9M | $13.6M |
| Commonwealth Equity Services, LLC | $47.2M | $7.3M |
| NewEdge Advisors, LLC | $2.5M | $43.8M |
| Cambridge Investment Research Advisors, Inc. | $25.5M | $12.6M |
| Truist Financial Corp. | $6.8M | $31.0M |
| Osaic Holdings, Inc. | $13.3M | $14.9M |
| Stifel Financial Corp. | $14.3M | $6.9M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: FTHI institutional holders, FPEI institutional holders.
Frequently asked questions
How much do FTHI and FPEI overlap?
0.0% by weight, with 0 holdings in common, using holdings for FTHI as of June 30, 2026 and FPEI as of July 31, 2026.
Do institutions hold both FTHI and FPEI?
83 Form 13F filers report positions in both, out of 355 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.