First Trust Institutional PRFPEIETF
13F holders, Q3 2025 (September 30)188holders +7
24new positions
17sold out
1famous investor
$19.34avg. 13F price*
At the end of Q3 2025, 188 institutions reported holding First Trust Institutional PR (FPEI) in their 13F filings, up 7 from Q2 2025. 24 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($320.3M), UBS Group AG ($170.7M) and Royal Bank of Canada ($92.3M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $22.3M |
| Exits | 17 | $7.2M |
All 13F filers, Q2 2025 → Q3 2025: 7,471,392 shares bought and 3,582,340 shares sold, net +3,889,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Morgan Stanley | 0.02% | Add +7.2% | 16,561,025 | $320.3M |
| UBS Group AG | 0.03% | Add +2.4% | 8,827,172 | $170.7M |
| Royal Bank of Canada | 0.02% | Add +9.6% | 4,774,138 | $92.3M |
| Bank of America Corp. | 0.01% | Add +4.6% | 4,544,959 | $87.9M |
| LPL Financial LLC | 0.02% | Add +14.5% | 4,269,996 | $82.6M |
| NewEdge Advisors, LLC | 0.22% | Add +5.0% | 2,478,933 | $47.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.2% | 1,806,383 | $34.9M |
| Merit Financial Group, LLC | 0.29% | Add +6.3% | 1,653,787 | $32.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.9% | 1,647,445 | $31.9M |
| Montis Financial, LLC | 7.00% | Add +14194.9% | 1,568,581 | $30.3M |
| Smith Chas P & Associates Pa Cpas | 2.33% | Reduce -39.3% | 1,390,674 | $26.9M |
| Truist Financial Corp. | 0.03% | Add +8.7% | 1,313,802 | $25.4M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.50% | Add +103.1% | 1,259,000 | $24.3M |
| Legacy Edge Advisors, LLC | 2.39% | Add +11.2% | 1,046,903 | $20.2M |
| Citizens Financial Group Inc. | 0.26% | Add +1.9% | 969,212 | $18.7M |
| Annex Advisory Services, LLC | 0.37% | Add +7.4% | 903,544 | $17.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.1% | 787,364 | $15.2M |
| Cetera Investment Advisers | 0.02% | Reduce -3.4% | 680,269 | $13.2M |
| Essex LLC | 2.38% | Reduce -11.2% | 678,086 | $13.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.3% | 648,089 | $12.5M |
| Integral Investment Advisors, Inc. | 3.06% | Add +0.2% | 588,031 | $11.4M |
| Adamsbrown Wealth Consultants LLC | 2.33% | Reduce -49.4% | 436,430 | $8.4M |
| Key Financial Inc | 1.50% | Add +4.2% | 420,900 | $8.1M |
| Synergy Asset Management, LLC | 0.28% | Add +100.0% | 404,680 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 367,788 | $7.1M |
| Elevated Capital Advisors, LLC | 1.72% | Reduce -4.3% | 358,418 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -3.6% | 357,518 | $6.9M |
| Ocean Park Asset Management, LLC | 0.28% | New | 355,500 | $6.9M |
| Geneos Wealth Management Inc. | 0.17% | Add +4.8% | 340,115 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.6% | 328,185 | $6.3M |
| Kingsview Wealth Management, LLC | 0.10% | Add +7.7% | 323,582 | $6.3M |
| Prospera Financial Services Inc | 0.09% | Add +6.2% | 280,634 | $5.4M |
| Vista Investment Management | 1.81% | Add +0.8% | 268,006 | $5.2M |
| Cwm, LLC | 0.01% | Add +27.0% | 239,103 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Add +68.5% | 232,941 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.3% | 198,084 | $3.8M |
| Synergy Investment Management, LLC | 1.45% | New | 195,683 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +10.3% | 190,306 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +14.8% | 174,067 | $3.4M |
| First Trust Advisors LP | 0.00% | Reduce -33.8% | 173,436 | $3.4M |
| Victory Financial Group, LLC | 0.44% | Add +12.0% | 165,222 | $3.2M |
| Elevation Wealth Partners, LLC | 1.14% | Reduce -14.6% | 164,128 | $3.2M |
| McAdam, LLC | 0.15% | Add +29.9% | 162,584 | $3.1M |
| Wayfinding Financial, LLC | 1.32% | Add +0.6% | 158,332 | $3.1M |
| Welch & Forbes LLC | 0.03% | Reduce -0.6% | 145,856 | $2.8M |
| Marshall Investment Management, LLC | 1.43% | Add +1013.4% | 139,951 | $2.7M |
| Focus Partners Wealth | 0.00% | Add +36.6% | 139,296 | $2.7M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -48.5% | 137,592 | $2.7M |
| von Borstel & Associates, Inc. | 0.41% | New | 136,570 | $2.6M |
| Wedbush Securities Inc. | 0.08% | Reduce -13.1% | 129,363 | $2.5M |
| 1776 Wealth LLC | 0.93% | Reduce -5.9% | 124,572 | $2.4M |
| Veridan Wealth LLC | 0.81% | — | 121,812 | $2.4M |
| Beacon Financial Group | 0.23% | Reduce -1.6% | 121,099 | $2.3M |
| Winebrenner Capital Management LLC | 1.67% | Reduce -0.6% | 120,247 | $2.3M |
| Comerica Bank | 0.01% | Add +2.1% | 117,068 | $2.3M |
| Composition Wealth, LLC | 0.03% | Reduce -11.5% | 111,181 | $2.2M |
| Keebeck Wealth Management | 0.25% | No change | 109,750 | $2.1M |
| Flynn Zito Capital Management, LLC | 0.77% | New | 107,694 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Reduce -41.3% | 103,272 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 99,169 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +26.3% | 95,362 | $1.8M |
| Park National Corp. | 0.06% | Add +15.2% | 91,645 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.3% | 90,595 | $1.8M |
| Collaborative Wealth Managment Inc. | 0.70% | Add +122.2% | 89,586 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +13.8% | 88,591 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +135.1% | 83,927 | $1.6M |
| Lakeridge Wealth Management LLC | 0.69% | Add +1.8% | 80,700 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +10.8% | 79,518 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.4% | 79,003 | $1.5M |
| Walker Asset Management, LLC | 0.85% | Reduce -4.3% | 78,721 | $1.5M |
| Principal Securities, Inc. | 0.02% | Reduce -40.0% | 76,458 | $1.5M |
| FWL Investment Management, LLC | 0.37% | Add +0.9% | 73,170 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +73.0% | 71,381 | $1.4M |
| Beacon Financial Advisory LLC | 0.31% | Reduce -0.5% | 69,839 | $1.4M |
| Sutton Place Investors LLC | 0.75% | Reduce -43.3% | 67,789 | $1.3M |
| Integrity Alliance, Llc. | 0.06% | Reduce -34.2% | 67,217 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -0.2% | 65,628 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -3.8% | 65,294 | $1.3M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -6.3% | 65,191 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.1% | 64,943 | $1.3M |
| Trustmark Bank Trust Department | 0.08% | Reduce -7.7% | 60,228 | $1.2M |
| Flagstar Securities, Inc. | 0.34% | Reduce -71.2% | 57,607 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +64.0% | 57,265 | $1.1M |
| Shelton Wealth Management, LLC | 0.51% | Reduce -0.1% | 56,614 | $1.1M |
| Platform Technology Partners | 0.26% | Reduce -8.6% | 56,531 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -4.3% | 56,001 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Add +69.7% | 53,225 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.1% | 53,221 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Reduce -3.4% | 52,090 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Reduce -3.0% | 51,185 | $990K |
| United Capital Management of KS, Inc. | 0.13% | Add +4.0% | 50,892 | $984K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.1% | 49,982 | $967K |
| StoneX Group Inc. | 0.04% | Reduce -1.4% | 49,045 | $949K |
| Twin Peaks Wealth Advisors, LLC | 0.32% | Reduce -3.6% | 48,768 | $943K |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | New | 48,652 | $941K |
| Park Avenue Securities LLC | 0.01% | Reduce -26.9% | 48,614 | $940K |
| Winnacle Wealth LLC | 0.65% | New | 41,408 | $828K |
| Creative Planning | 0.00% | New | 41,881 | $810K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.9% | 40,762 | $788K |
| Sovran Advisors, LLC | 0.07% | Reduce -25.8% | 40,431 | $787K |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.