First Trust Institutional PRFPEIETF
13F holders, Q1 2025 (March 31)181holders −5
15new positions
18sold out
1famous investor
$18.70avg. 13F price*
At the end of Q1 2025, 181 institutions reported holding First Trust Institutional PR (FPEI) in their 13F filings, down 5 from Q4 2024. 15 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($315.6M), UBS Group AG ($160.1M) and Bank of America Corp. ($86.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Institutional PR
- CUSIP
- 33739P855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $33.9M |
| Exits | 18 | $17.7M |
All 13F filers, Q4 2024 → Q1 2025: 6,001,370 shares bought and 2,297,587 shares sold, net +3,703,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Morgan Stanley | 0.02% | Add +6.8% | 16,874,398 | $315.6M |
| UBS Group AG | 0.04% | Add +2.8% | 8,562,892 | $160.1M |
| Bank of America Corp. | 0.01% | Add +2.8% | 4,616,336 | $86.3M |
| LPL Financial LLC | 0.03% | Add +9.1% | 3,837,937 | $71.8M |
| Royal Bank of Canada | 0.01% | Add +11.9% | 3,334,754 | $62.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.0% | 2,463,341 | $46.1M |
| NewEdge Advisors, LLC | 0.25% | Add +10.2% | 2,247,632 | $42.0M |
| Smith Chas P & Associates Pa Cpas | 2.44% | Add +3.9% | 2,242,842 | $41.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.3% | 1,784,921 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 1,461,605 | $27.3M |
| Merit Financial Group, LLC | 0.40% | New | 1,443,703 | $27.0M |
| Truist Financial Corp. | 0.03% | Add +4.4% | 1,112,715 | $20.8M |
| Citizens Business Bank | 3.80% | Add +14.6% | 937,794 | $17.5M |
| Legacy Edge Advisors, LLC | 2.62% | Add +5.7% | 899,338 | $16.8M |
| Adamsbrown Wealth Consultants LLC | 4.84% | Add +8.2% | 824,341 | $15.4M |
| Essex LLC | 3.27% | Reduce -4.1% | 805,961 | $15.1M |
| Cetera Investment Advisers | 0.03% | Add +15.6% | 764,902 | $14.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.2% | 757,132 | $14.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.4% | 693,419 | $13.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.86% | No change | 620,000 | $11.6M |
| Citizens Financial Group Inc. | 0.21% | Reduce -1.4% | 574,115 | $10.7M |
| Clark Capital Management Group, Inc. | 0.06% | Add +36.1% | 451,904 | $8.5M |
| Integral Investment Advisors, Inc. | 2.54% | Add +0.8% | 425,614 | $8.0M |
| Key Financial Inc | 1.73% | Reduce -4.1% | 424,465 | $7.9M |
| Elevated Capital Advisors, LLC | 1.96% | Reduce -8.0% | 374,347 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +7.4% | 358,232 | $6.7M |
| Flagstar Securities, Inc. | 1.71% | Add +4.2% | 357,513 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -32.7% | 313,105 | $5.9M |
| Integrity Alliance, Llc. | 0.21% | Add +165.4% | 282,071 | $5.3M |
| Kingsview Wealth Management, LLC | 0.10% | Add +7.8% | 274,930 | $5.1M |
| Vista Investment Management | 1.88% | Add +1.5% | 256,770 | $4.8M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 242,909 | $4.5M |
| Wayfinding Financial, LLC | 1.68% | Add +33.2% | 205,329 | $3.8M |
| Renaissance Technologies | 0.01% | Add +28.3% | 195,223 | $3.7M |
| Elevation Wealth Partners, LLC | 1.49% | Reduce -3.3% | 184,895 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.2% | 182,290 | $3.4M |
| Shelton Wealth Management, LLC | 1.77% | Add +5.4% | 165,722 | $3.1M |
| Cwm, LLC | 0.01% | Add +3.2% | 164,999 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +4.1% | 161,296 | $3.0M |
| Marshall Investment Management, LLC | 1.83% | Reduce -13.4% | 157,523 | $2.9M |
| 1776 Wealth LLC | 1.31% | Reduce -0.0% | 151,948 | $2.8M |
| RFG Advisory, LLC | 0.08% | Add +56.4% | 149,203 | $2.8M |
| Wedbush Securities Inc. | 0.10% | Add +2.4% | 149,037 | $2.8M |
| Victory Financial Group, LLC | 0.53% | Add +227.4% | 147,088 | $2.8M |
| Welch & Forbes LLC | 0.04% | Reduce -16.2% | 146,708 | $2.7M |
| Principal Securities, Inc. | 0.06% | No change | 137,257 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 135,422 | $2.5M |
| Synergy Investment Management, LLC | 1.04% | New | 133,281 | $2.5M |
| Beacon Financial Group | 0.27% | Reduce -2.4% | 130,516 | $2.4M |
| Composition Wealth, LLC | 0.05% | Reduce -9.2% | 128,187 | $2.4M |
| Veridan Wealth LLC | 1.04% | Add +3.2% | 123,022 | $2.3M |
| Winebrenner Capital Management LLC | 2.06% | Reduce -0.1% | 122,074 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Add +34.3% | 116,024 | $2.2M |
| Sutton Place Investors LLC | 1.46% | No change | 115,978 | $2.2M |
| Keebeck Wealth Management | 0.30% | No change | 109,750 | $2.1M |
| Financial Advocates Investment Management | 0.14% | Reduce -1.3% | 108,260 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +28826.7% | 107,318 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +8.6% | 101,718 | $1.9M |
| McAdam, LLC | 0.11% | Add +39.0% | 96,962 | $1.8M |
| Comerica Bank | 0.01% | Add +19.9% | 90,920 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Add +1.2% | 90,197 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.3% | 84,300 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 82,323 | $1.5M |
| Walker Asset Management, LLC | 0.93% | Reduce -1.4% | 82,200 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.9% | 78,749 | $1.5M |
| &partners | 0.02% | Reduce -41.1% | 78,510 | $1.5M |
| Lakeridge Wealth Management LLC | 0.73% | Add +3.3% | 77,552 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +0.4% | 74,762 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +0.7% | 74,185 | $1.4M |
| Visionary Wealth Advisors | 0.08% | New | 73,729 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -4.7% | 73,248 | $1.4M |
| FWL Investment Management, LLC | 0.51% | Reduce -2.4% | 73,024 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -10.5% | 72,097 | $1.3M |
| Platform Technology Partners | 0.38% | Add +7.3% | 70,225 | $1.3M |
| Princeton Global Asset Management LLC | 0.26% | Reduce -11.3% | 69,339 | $1.3M |
| Park National Corp. | 0.05% | Add +10.8% | 67,555 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.3% | 64,890 | $1.2M |
| United Capital Management of KS, Inc. | 0.25% | Add +1.5% | 63,541 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +80.8% | 63,242 | $1.2M |
| Lanark Financial, Inc. | 0.10% | — | 62,811 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.7% | 58,927 | $1.1M |
| Beacon Financial Advisory LLC | 0.33% | Add +29.5% | 58,531 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +2.1% | 54,970 | $1.0M |
| Sovran Advisors, LLC | 0.13% | Add +13.0% | 55,648 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +20.9% | 53,256 | $996K |
| Magnus Financial Group LLC | 0.10% | Add +1.8% | 53,180 | $994K |
| Prospera Financial Services Inc | 0.02% | Add +7.6% | 50,860 | $951K |
| StoneX Group Inc. | 0.05% | Add +46.0% | 50,836 | $951K |
| Twin Peaks Wealth Advisors, LLC | 0.43% | Reduce -4.4% | 51,549 | $937K |
| Hickory Asset Management, Inc. | 0.81% | Add +0.8% | 48,984 | $916K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -58.3% | 45,679 | $854K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.5% | 44,922 | $840K |
| US Bancorp \de | 0.00% | Add +34.9% | 43,364 | $811K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 43,312 | $810K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -27.2% | 43,183 | $806K |
| Equitable Holdings, Inc. | 0.01% | Reduce -64.8% | 42,977 | $804K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -17.9% | 41,460 | $775K |
| Kestra Advisory Services, LLC | 0.00% | Add +61.6% | 39,878 | $746K |
| Avantax Advisory Services, Inc. | 0.00% | Add +48.9% | 37,999 | $711K |
| Arkadios Wealth Advisors | 0.03% | Add +5.0% | 37,791 | $707K |
| Forum Private Client Group LLC | 0.29% | Add +0.3% | 36,311 | $679K |
| MML Investors Services, LLC | 0.00% | Reduce -17.8% | 35,960 | $672K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +13.8% | 35,825 | $670K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -89.7% | 35,659 | $667K |
| Winnacle Wealth LLC | 0.60% | New | 34,892 | $652K |
| BXM Wealth LLC | 0.75% | No change | 33,500 | $626K |
| Virtue Capital Management, LLC | 0.07% | New | 33,476 | $626K |
| Inscription Capital, LLC | 0.10% | — | 32,925 | $600K |
| Assetmark, Inc. | 0.00% | Add +12.5% | 31,469 | $588K |
| Silver Oak Securities, Incorporated | 0.05% | Add +2.7% | 31,333 | $585K |
| Plotkin Financial Advisors, LLC | 0.35% | Add +50.3% | 30,333 | $567K |
| SlateStone Wealth, LLC | 0.06% | No change | 30,000 | $561K |
| Maia Wealth LLC | 0.12% | Reduce -4.0% | 29,798 | $540K |
| Trustmark Bank Trust Department | 0.04% | Reduce -3.4% | 28,590 | $535K |
| Mariner, LLC | 0.00% | Reduce -18.2% | 28,144 | $526K |
| Synovus Financial Corp. | 0.01% | Reduce -24.3% | 27,981 | $523K |
| Hobbs Group Advisors, LLC | 0.19% | Add +3.1% | 27,148 | $508K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -20.9% | 25,614 | $479K |
| Spire Wealth Management | 0.02% | Reduce -2.2% | 25,363 | $474K |
| Harbour Investments, Inc. | 0.01% | Add +14.0% | 25,358 | $474K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +44.9% | 24,778 | $463K |
| American Institute for Advanced Investment Management, LLP | 0.35% | No change | 24,750 | $463K |
| LFA - Lugano Financial Advisors SA | 0.31% | No change | 24,000 | $449K |
| Integrated Advisors Network LLC | 0.02% | Add +36.0% | 23,298 | $436K |
| Flavin Financial Services, Inc. | 0.37% | Reduce -25.7% | 21,563 | $403K |
| Hilltop Holdings Inc. | 0.03% | Add +67.6% | 21,388 | $400K |
| Accel Wealth Management | 0.14% | Add +1.3% | 20,237 | $378K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -19.3% | 19,082 | $357K |
| Balanced Rock Investment Advisors LLC | 0.28% | Add +4.1% | 19,017 | $356K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.5% | 18,393 | $344K |
| Wagner Wealth Management, LLC | 0.08% | Add +20.9% | 17,937 | $335K |
| McElhenny Sheffield Capital Management, LLC | 0.12% | No change | 17,693 | $331K |
| Main Street Financial Solutions, LLC | 0.03% | New | 17,611 | $329K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 16,001 | $299K |
| Fiduciary Trust Co | 0.00% | Add +15.8% | 15,942 | $298K |
| Nova Wealth Management, Inc. | 0.25% | Reduce -1.0% | 15,570 | $291K |
| Viawealth, LLC | 0.18% | Reduce -15.9% | 15,204 | $284K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.6% | 15,073 | $282K |
| Mutual Advisors, LLC | 0.01% | Reduce -36.3% | 15,272 | $282K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -8.3% | 14,340 | $268K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.7% | 13,575 | $254K |
| IFP Advisors, Inc | 0.01% | Reduce -41.7% | 13,342 | $250K |
| Mgo One Seven LLC | 0.01% | Reduce -1.9% | 12,969 | $243K |
| Integrated Wealth Concepts LLC | 0.00% | New | 12,750 | $238K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.1% | 12,490 | $234K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.3% | 12,260 | $229K |
| Leigh Baldwin & Co., LLC | 0.18% | Reduce -5.6% | 12,045 | $225K |
| Marshall Financial Group, LLC | 0.05% | Add +0.0% | 11,775 | $220K |
| WealthShield Partners, LLC | 0.03% | New | 11,595 | $217K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 11,564 | $216K |
| Greatmark Investment Partners, Inc. | 0.03% | Reduce -19.4% | 11,500 | $215K |
| Advance Capital Management, Inc. | 0.01% | New | 10,996 | $206K |
| DAVENPORT & Co LLC | 0.00% | New | 10,971 | $205K |
| Jacobi Capital Management LLC | 0.01% | Add +0.7% | 10,813 | $202K |
| Castle Wealth Management LLC | 0.08% | No change | 10,755 | $201K |
| Cerity Partners LLC | 0.00% | Add +1.4% | 10,567 | $198K |
| Pinnacle Financial Group, LLC / IL | 0.07% | New | 10,402 | $195K |
| Private Trust Co. NA | 0.02% | No change | 9,293 | $174K |
| Wells Fargo & Company | 0.00% | Reduce -60.8% | 8,753 | $164K |
| Dunhill Financial, LLC | 0.05% | Reduce -13.2% | 5,520 | $103K |
| Zions Bancorporation, National Association | 0.01% | — | 5,000 | $94K |
| Paladin Advisory Group, LLC | 0.06% | No change | 4,032 | $75K |
| Continuum Advisory, LLC | 0.01% | New | 3,648 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +126.9% | 3,410 | $64K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.9% | 2,153 | $40K |
| AE Wealth Management LLC | 0.00% | Reduce -13.7% | 1,889 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,835 | $34K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,711 | $32K |
| Raleigh Capital Management Inc. | 0.01% | Add +29.5% | 1,526 | $29K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,500 | $28K |
| Richardson Financial Services Inc. | 0.02% | Add +40.5% | 1,276 | $24K |
| ORG Partners LLC | 0.00% | No change | 1,000 | $19K |
| NFSG Corp | 0.00% | No change | 750 | $14K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.4% | 574 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 384 | $7K |
| Allworth Financial LP | 0.00% | New | 355 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 300 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.0% | 30 | $561 |
| New Millennium Group LLC | 0.00% | No change | 7 | $131 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $103 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $11 |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.