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 |
| Fifth Third Securities, Inc. | 0.05% | Add +9.2% | 40,483 | $783K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.2% | 40,157 | $777K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 37,591 | $727K |
| Plotkin Financial Advisors, LLC | 0.36% | Add +28.3% | 37,375 | $723K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -46.5% | 35,930 | $695K |
| Assetmark, Inc. | 0.00% | Add +5.6% | 35,616 | $689K |
| RFG Advisory, LLC | 0.01% | Reduce -77.7% | 35,427 | $685K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -27.1% | 35,000 | $677K |
| Summit Financial, LLC | 0.01% | New | 34,929 | $676K |
| BXM Wealth LLC | 0.61% | No change | 33,500 | $648K |
| Forum Private Client Group LLC | 0.23% | Add +0.9% | 33,299 | $644K |
| Sanctuary Advisors, LLC | 0.00% | Add +207.6% | 32,917 | $637K |
| Hobbs Group Advisors, LLC | 0.20% | Add +20.0% | 32,582 | $630K |
| Mariner, LLC | 0.00% | Add +10.1% | 31,125 | $602K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -44.5% | 31,052 | $601K |
| SlateStone Wealth, LLC | 0.05% | No change | 30,000 | $580K |
| TBH Global Asset Management, LLC | 0.11% | New | 29,521 | $571K |
| &partners | 0.00% | Reduce -17.7% | 28,999 | $561K |
| Citadel Advisors | 0.00% | Add +84.5% | 28,974 | $560K |
| Financial Partners Group, Inc | 0.07% | Add +0.1% | 28,259 | $547K |
| Arkadios Wealth Advisors | 0.01% | Reduce -27.9% | 27,946 | $540K |
| American Institute for Advanced Investment Management, LLP | 0.35% | Add +11.5% | 27,600 | $534K |
| Brand Asset Management Group, Inc. | 0.15% | New | 26,958 | $521K |
| Balanced Rock Investment Advisors LLC | 0.37% | Add +14.0% | 25,936 | $502K |
| Summit Wealth Partners, LLC | 0.09% | No change | 25,614 | $495K |
| Maia Wealth LLC | 0.08% | Reduce -7.9% | 25,432 | $493K |
| Apollon Wealth Management, LLC | 0.01% | New | 24,395 | $472K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.6% | 24,352 | $471K |
| LFA - Lugano Financial Advisors SA | 0.24% | No change | 24,000 | $464K |
| Main Street Financial Solutions, LLC | 0.03% | Add +68.6% | 23,957 | $463K |
| IFP Advisors, Inc | 0.01% | Add +126.6% | 23,116 | $447K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 22,611 | $437K |
| Spire Wealth Management | 0.01% | Reduce -8.0% | 22,494 | $435K |
| Pinnacle Financial Group, LLC / IL | 0.13% | Add +61.1% | 22,377 | $433K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 18,441 | $357K |
| Castle Wealth Management LLC | 0.12% | Add +70.0% | 18,284 | $354K |
| Wagner Wealth Management, LLC | 0.08% | Add +0.2% | 18,018 | $348K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | No change | 17,693 | $342K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -0.0% | 17,447 | $337K |
| Greenwood Capital Associates LLC | 0.04% | Add +61.4% | 17,153 | $332K |
| Atria Investments, Inc | 0.00% | New | 16,694 | $323K |
| Viawealth, LLC | 0.18% | Add +1.4% | 16,666 | $322K |
| Harvest Investment Services, LLC | 0.06% | New | 16,360 | $316K |
| Ameritas Advisory Services, LLC | 0.02% | Add +300.9% | 16,220 | $314K |
| Core Wealth Advisors, Inc. | 0.08% | New | 16,026 | $310K |
| Steinberganna Wealth Management | 0.14% | — | 15,940 | $308K |
| Wealth Management Associates, Inc. | 0.11% | New | 15,533 | $300K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +3.9% | 15,338 | $297K |
| Inscription Capital, LLC | 0.03% | New | 15,000 | $290K |
| Advance Capital Management, Inc. | 0.01% | Add +18.6% | 13,234 | $256K |
| Deutsche Bank AG | 0.00% | Add +3139.1% | 13,183 | $255K |
| Accel Wealth Management | 0.07% | Reduce -25.0% | 13,121 | $254K |
| Flavin Financial Services, Inc. | 0.18% | Reduce -31.8% | 13,099 | $253K |
| Leigh Baldwin & Co., LLC | 0.14% | Add +1.6% | 12,743 | $246K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.0% | 12,527 | $243K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -13.8% | 12,282 | $238K |
| Hilltop Holdings Inc. | 0.01% | Reduce -25.8% | 11,931 | $231K |
| Marshall Financial Group, LLC | 0.04% | No change | 11,775 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -15.1% | 11,319 | $219K |
| Jacobi Capital Management LLC | 0.01% | Add +0.7% | 10,974 | $212K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -68.2% | 10,960 | $212K |
| Aft, Forsyth & Company, Inc. | 0.10% | Reduce -7.7% | 10,926 | $211K |
| Cerity Partners LLC | 0.00% | Add +1.4% | 10,871 | $210K |
| Calton & Associates, Inc. | 0.03% | New | 10,568 | $204K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,147 | $196K |
| Private Trust Co. NA | 0.02% | No change | 9,293 | $180K |
| Centaurus Financial, Inc. | 0.01% | New | 5,536 | $107K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,410 | $66K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.3% | 3,089 | $60K |
| AE Wealth Management LLC | 0.00% | Add +147.3% | 2,728 | $53K |
| Paladin Advisory Group, LLC | 0.04% | No change | 2,607 | $50K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -18.8% | 2,077 | $40K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,711 | $33K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,500 | $29K |
| ORG Partners LLC | 0.00% | No change | 1,000 | $19K |
| Colonial Trust Co / SC | 0.00% | New | 800 | $15K |
| Elequin Capital, LP | 0.00% | No change | 622 | $12K |
| Cornerstone Planning Group LLC | 0.00% | New | 600 | $12K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -94.8% | 600 | $12K |
| Richardson Financial Services Inc. | 0.00% | Reduce -47.8% | 409 | $8K |
| Abich Financial Wealth Management LLC | 0.00% | — | 285 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -25.0% | 225 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -94.8% | 131 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 81 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 79 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 40 | $774 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $106 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.