First Trust Institutional PRFPEIETF
13F holders, Q2 2025 (June 30)181holders
16new positions
16sold out
2famous investors
$18.99avg. 13F price*
At the end of Q2 2025, 181 institutions reported holding First Trust Institutional PR (FPEI) in their 13F filings, unchanged from Q1 2025. 16 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($293.3M), UBS Group AG ($163.7M) and Royal Bank of Canada ($82.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Institutional PR
- CUSIP
- 33739P855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $23.3M |
| Exits | 16 | $23.3M |
All 13F filers, Q1 2025 → Q2 2025: 4,609,187 shares bought and 5,935,868 shares sold, net −1,326,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Morgan Stanley | 0.02% | Reduce -8.5% | 15,444,691 | $293.3M |
| UBS Group AG | 0.03% | Add +0.7% | 8,622,303 | $163.7M |
| Royal Bank of Canada | 0.02% | Add +30.7% | 4,358,113 | $82.8M |
| Bank of America Corp. | 0.01% | Reduce -5.9% | 4,344,070 | $82.5M |
| LPL Financial LLC | 0.02% | Reduce -2.9% | 3,727,860 | $70.8M |
| NewEdge Advisors, LLC | 0.23% | Add +5.0% | 2,361,031 | $44.8M |
| Smith Chas P & Associates Pa Cpas | 2.45% | Add +2.2% | 2,292,114 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.5% | 2,057,676 | $39.1M |
| Raymond James Financial Inc. | 0.01% | Add +12.4% | 2,006,953 | $38.1M |
| Merit Financial Group, LLC | 0.33% | Add +7.8% | 1,556,456 | $29.6M |
| Truist Financial Corp. | 0.03% | Add +8.7% | 1,209,178 | $23.0M |
| Citizens Financial Group Inc. | 0.29% | Add +65.7% | 951,002 | $18.1M |
| Legacy Edge Advisors, LLC | 2.39% | Add +4.7% | 941,342 | $17.9M |
| Adamsbrown Wealth Consultants LLC | 4.75% | Add +4.7% | 863,024 | $16.4M |
| Annex Advisory Services, LLC | 0.38% | New | 840,952 | $16.0M |
| Baird Financial Group, Inc. | 0.03% | Add +5.1% | 795,921 | $15.1M |
| Essex LLC | 2.85% | Reduce -5.3% | 763,618 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +4.2% | 722,611 | $13.7M |
| Cetera Investment Advisers | 0.02% | Reduce -8.0% | 704,006 | $13.4M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.75% | No change | 620,000 | $11.8M |
| Integral Investment Advisors, Inc. | 3.18% | Add +37.9% | 587,075 | $11.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.0% | 424,287 | $8.1M |
| Key Financial Inc | 1.54% | Reduce -4.8% | 403,869 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 371,048 | $7.0M |
| Elevated Capital Advisors, LLC | 1.96% | No change | 374,347 | $7.0M |
| Geneos Wealth Management Inc. | 0.15% | Add +202.3% | 324,397 | $6.2M |
| Kingsview Wealth Management, LLC | 0.10% | Add +9.3% | 300,449 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.7% | 289,017 | $5.5M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -40.8% | 267,359 | $5.1M |
| Vista Investment Management | 1.87% | Add +3.6% | 265,973 | $5.1M |
| Prospera Financial Services Inc | 0.09% | Add +419.4% | 264,187 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +7.9% | 262,064 | $5.0M |
| Synergy Asset Management, LLC | 0.44% | New | 202,340 | $3.8M |
| Flagstar Securities, Inc. | 1.05% | Reduce -44.0% | 200,050 | $3.8M |
| Elevation Wealth Partners, LLC | 1.44% | Add +4.0% | 192,208 | $3.7M |
| Cwm, LLC | 0.01% | Add +14.1% | 188,336 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 182,918 | $3.5M |
| Visionary Wealth Advisors | 0.17% | Add +138.8% | 176,044 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +7.0% | 172,601 | $3.3M |
| RFG Advisory, LLC | 0.07% | Add +6.5% | 158,831 | $3.0M |
| Wayfinding Financial, LLC | 1.35% | Reduce -23.3% | 157,472 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +231.8% | 151,555 | $2.9M |
| Wedbush Securities Inc. | 0.10% | Reduce -0.1% | 148,917 | $2.8M |
| Victory Financial Group, LLC | 0.44% | Add +0.3% | 147,563 | $2.8M |
| Welch & Forbes LLC | 0.03% | No change | 146,708 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 138,271 | $2.6M |
| 1776 Wealth LLC | 1.04% | Reduce -12.9% | 132,378 | $2.5M |
| Principal Securities, Inc. | 0.05% | Reduce -7.2% | 127,429 | $2.4M |
| Composition Wealth, LLC | 0.04% | Reduce -2.0% | 125,602 | $2.4M |
| McAdam, LLC | 0.13% | Add +29.1% | 125,133 | $2.4M |
| Beacon Financial Group | 0.24% | Reduce -5.8% | 123,016 | $2.3M |
| Winebrenner Capital Management LLC | 1.85% | Reduce -0.9% | 120,914 | $2.3M |
| Sutton Place Investors LLC | 1.37% | Add +3.2% | 119,647 | $2.3M |
| Renaissance Technologies | 0.00% | Reduce -40.7% | 115,827 | $2.2M |
| Comerica Bank | 0.01% | Add +26.1% | 114,675 | $2.2M |
| Keebeck Wealth Management | 0.27% | No change | 109,750 | $2.1M |
| Financial Advocates Investment Management | 0.17% | Reduce -0.8% | 107,361 | $2.0M |
| Integrity Alliance, Llc. | 0.11% | Reduce -63.8% | 102,135 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 101,965 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +16.6% | 98,297 | $1.9M |
| Walker Asset Management, LLC | 0.90% | Add +0.0% | 82,211 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 81,808 | $1.6M |
| Park National Corp. | 0.05% | Add +17.8% | 79,570 | $1.5M |
| Lakeridge Wealth Management LLC | 0.69% | Add +2.3% | 79,314 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +20.0% | 77,873 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +1.7% | 75,478 | $1.4M |
| FWL Investment Management, LLC | 0.42% | Reduce -0.7% | 72,505 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Add +14.3% | 71,759 | $1.4M |
| Beacon Financial Advisory LLC | 0.34% | Add +19.9% | 70,163 | $1.3M |
| Princeton Global Asset Management LLC | 0.24% | Add +0.3% | 69,558 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -5.9% | 67,867 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +87.6% | 67,214 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -42.7% | 66,499 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 66,478 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -10.2% | 65,744 | $1.2M |
| Trustmark Bank Trust Department | 0.09% | Add +128.2% | 65,252 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -14.1% | 64,257 | $1.2M |
| Platform Technology Partners | 0.31% | Reduce -11.9% | 61,849 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +9.9% | 58,534 | $1.1M |
| Shelton Wealth Management, LLC | 0.54% | Reduce -65.8% | 56,668 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.1% | 55,940 | $1.1M |
| Sovran Advisors, LLC | 0.11% | Reduce -2.1% | 54,488 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.5% | 54,156 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Reduce -40.2% | 53,912 | $1.0M |
| Magnus Financial Group LLC | 0.09% | Reduce -0.8% | 52,752 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.2% | 52,664 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.31% | Reduce -1.8% | 50,610 | $970K |
| StoneX Group Inc. | 0.05% | Reduce -2.1% | 49,757 | $945K |
| Hickory Asset Management, Inc. | 0.78% | Add +1.4% | 49,664 | $943K |
| United Capital Management of KS, Inc. | 0.15% | Reduce -23.0% | 48,927 | $929K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +11.2% | 48,000 | $912K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -41.3% | 46,232 | $878K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.5% | 41,481 | $788K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 41,266 | $784K |
| Collaborative Wealth Managment Inc. | 0.33% | New | 40,326 | $766K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.5% | 40,020 | $760K |
| Arkadios Wealth Advisors | 0.02% | Add +2.5% | 38,744 | $736K |
| MML Investors Services, LLC | 0.00% | Add +7.4% | 38,636 | $734K |
| Fifth Third Securities, Inc. | 0.05% | Add +4.0% | 37,087 | $704K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.5% | 35,706 | $678K |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.