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 |
| &partners | 0.01% | Reduce -55.1% | 35,239 | $669K |
| Integrated Advisors Network LLC | 0.03% | Add +49.9% | 34,922 | $663K |
| Mercer Global Advisors Inc. | 0.00% | Add +87.2% | 34,432 | $654K |
| Assetmark, Inc. | 0.00% | Add +7.2% | 33,739 | $641K |
| BXM Wealth LLC | 0.76% | No change | 33,500 | $636K |
| Forum Private Client Group LLC | 0.24% | Reduce -9.1% | 33,011 | $627K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.1% | 31,358 | $595K |
| SlateStone Wealth, LLC | 0.05% | No change | 30,000 | $570K |
| Plotkin Financial Advisors, LLC | 0.31% | Reduce -4.0% | 29,133 | $553K |
| Mariner, LLC | 0.00% | Add +0.5% | 28,272 | $537K |
| Financial Partners Group, Inc | 0.07% | New | 28,238 | $536K |
| Maia Wealth LLC | 0.10% | Reduce -7.3% | 27,617 | $524K |
| Hobbs Group Advisors, LLC | 0.18% | No change | 27,148 | $516K |
| Summit Wealth Partners, LLC | 0.09% | No change | 25,614 | $486K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 25,265 | $480K |
| American Institute for Advanced Investment Management, LLP | 0.33% | No change | 24,750 | $470K |
| Spire Wealth Management | 0.02% | Reduce -3.6% | 24,448 | $464K |
| LFA - Lugano Financial Advisors SA | 0.27% | No change | 24,000 | $454K |
| Brookwood Investment Group LLC | 0.07% | New | 23,392 | $444K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -39.5% | 22,989 | $437K |
| Balanced Rock Investment Advisors LLC | 0.34% | Add +19.7% | 22,755 | $432K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.5% | 21,424 | $408K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.9% | 20,405 | $387K |
| Flavin Financial Services, Inc. | 0.35% | Reduce -10.9% | 19,207 | $365K |
| Susquehanna International Group, LLP | 0.00% | New | 19,098 | $363K |
| US Bancorp \de | 0.00% | Reduce -57.2% | 18,548 | $352K |
| Wagner Wealth Management, LLC | 0.08% | Add +0.2% | 17,978 | $341K |
| McElhenny Sheffield Capital Management, LLC | 0.09% | No change | 17,693 | $336K |
| Accel Wealth Management | 0.11% | Reduce -13.6% | 17,487 | $332K |
| Gateway Wealth Partners, LLC | 0.06% | New | 17,454 | $331K |
| Viawealth, LLC | 0.18% | Add +8.1% | 16,434 | $312K |
| Hilltop Holdings Inc. | 0.02% | Reduce -24.8% | 16,079 | $305K |
| Citadel Advisors | 0.00% | New | 15,706 | $298K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +27.6% | 14,760 | $280K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -0.7% | 14,240 | $270K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -19.3% | 14,207 | $270K |
| Pinnacle Financial Group, LLC / IL | 0.09% | Add +33.5% | 13,891 | $264K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.8% | 13,325 | $253K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.8% | 13,322 | $253K |
| Marshall Investment Management, LLC | 1.13% | Reduce -92.0% | 12,570 | $239K |
| Leigh Baldwin & Co., LLC | 0.16% | Add +4.2% | 12,545 | $238K |
| Aft, Forsyth & Company, Inc. | 0.12% | Reduce -3.4% | 11,843 | $225K |
| Marshall Financial Group, LLC | 0.04% | No change | 11,775 | $224K |
| Nova Wealth Management, Inc. | 0.16% | Reduce -25.1% | 11,658 | $221K |
| Synovus Financial Corp. | 0.00% | Reduce -58.6% | 11,578 | $220K |
| Advance Capital Management, Inc. | 0.01% | Add +1.4% | 11,155 | $212K |
| Montis Financial, LLC | 0.06% | New | 10,973 | $208K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.5% | 10,914 | $207K |
| Jacobi Capital Management LLC | 0.01% | Add +0.8% | 10,894 | $207K |
| Castle Wealth Management LLC | 0.07% | No change | 10,755 | $204K |
| Cerity Partners LLC | 0.00% | Add +1.4% | 10,720 | $204K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.3% | 10,700 | $203K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 10,700 | $203K |
| Greenwood Capital Associates LLC | 0.03% | New | 10,626 | $202K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.4% | 10,273 | $195K |
| IFP Advisors, Inc | 0.01% | Reduce -23.5% | 10,202 | $194K |
| Private Trust Co. NA | 0.02% | No change | 9,293 | $176K |
| Dunhill Financial, LLC | 0.03% | No change | 5,520 | $105K |
| Zions Bancorporation, National Association | 0.01% | No change | 5,000 | $95K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -74.7% | 4,046 | $77K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,410 | $65K |
| Global Retirement Partners, LLC | 0.00% | — | 3,163 | $60K |
| Paladin Advisory Group, LLC | 0.04% | Reduce -35.3% | 2,607 | $50K |
| Raffa Wealth Management, LLC | 0.01% | New | 2,559 | $49K |
| Wells Fargo & Company | 0.00% | Reduce -71.0% | 2,536 | $48K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.6% | 2,141 | $41K |
| Arax Advisory Partners | 0.00% | New | 1,866 | $35K |
| Brooklyn Investment Group | 0.00% | New | 1,830 | $35K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,711 | $32K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,500 | $28K |
| AE Wealth Management LLC | 0.00% | Reduce -41.6% | 1,103 | $21K |
| ORG Partners LLC | 0.00% | No change | 1,000 | $19K |
| Richardson Financial Services Inc. | 0.01% | Reduce -38.6% | 784 | $15K |
| Elequin Capital, LP | 0.00% | New | 622 | $12K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.6% | 583 | $11K |
| Deutsche Bank AG | 0.00% | New | 407 | $8K |
| Valley National Advisers Inc. | 0.00% | No change | 384 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 300 | $6K |
| Allworth Financial LP | 0.00% | Reduce -87.3% | 45 | $855 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $104 |
| 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.