Who owns FPEI?
First Trust Institutional Preferred Securities and Income ETF · First Trust
214 institutions reported holding FPEI, worth $1.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FPEI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $381.8M | 19,791,490 | −139,398 shares |
| UBS Group AG | Zurich, Switzerland | $192.5M | 9,981,464 | +184,115 shares |
| Bank of America Corp. | Charlotte, NC | $116.0M | 6,014,221 | −3,130 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $102.6M | 5,319,825 | −55,390 shares |
| LPL Financial LLC | Fort Mill, SC | $86.9M | 4,503,954 | +220,173 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $43.8M | 2,268,729 | +1,475,415 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $40.0M | 2,073,078 | −3,541 shares |
| Montis Financial, LLC | Waltham, MA | $36.7M | 1,903,858 | +87,045 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $32.8M | 1,700,588 | +112,776 shares |
| Truist Financial Corp. | Charlotte, NC | $31.0M | 1,605,335 | +137,870 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FPEI?
214 institutional managers reported holding FPEI in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Morgan Stanley, at $381.8M.
Did institutions buy or sell FPEI last quarter?
Reported 13F value rose 3.8% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FPEI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.