First Trust Institutional PRFPEIETF
13F holders, Q4 2025 (December 31)212holders +24
27new positions
9sold out
2famous investors
$19.37avg. 13F price*
At the end of Q4 2025, 212 institutions reported holding First Trust Institutional PR (FPEI) in their 13F filings, up 24 from Q3 2025. 27 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($359.5M), UBS Group AG ($174.6M) and Royal Bank of Canada ($97.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Institutional PR
- CUSIP
- 33739P855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $12.0M |
| Exits | 9 | $8.1M |
All 13F filers, Q3 2025 → Q4 2025: 6,006,999 shares bought and 1,275,946 shares sold, net +4,731,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Morgan Stanley | 0.02% | Add +11.9% | 18,537,923 | $359.5M |
| UBS Group AG | 0.03% | Add +2.0% | 9,002,698 | $174.6M |
| Royal Bank of Canada | 0.02% | Add +5.2% | 5,023,950 | $97.4M |
| Bank of America Corp. | 0.01% | Add +2.4% | 4,652,527 | $90.2M |
| LPL Financial LLC | 0.02% | Add +2.0% | 4,355,471 | $84.5M |
| NewEdge Advisors, LLC | 0.18% | Add +1.7% | 2,521,541 | $48.9M |
| Smith Chas P & Associates Pa Cpas | 2.43% | Add +71.2% | 2,380,461 | $46.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 1,907,132 | $37.0M |
| Merit Financial Group, LLC | 0.29% | Add +12.0% | 1,852,841 | $35.9M |
| Raymond James Financial Inc. | 0.01% | Add +11.6% | 1,837,872 | $35.6M |
| Montis Financial, LLC | 6.65% | Add +10.6% | 1,735,426 | $33.6M |
| Truist Financial Corp. | 0.04% | Add +3.3% | 1,357,577 | $26.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.60% | No change | 1,259,000 | $24.4M |
| Legacy Edge Advisors, LLC | 2.38% | Add +7.3% | 1,123,229 | $21.8M |
| Annex Advisory Services, LLC | 0.36% | Add +7.6% | 972,278 | $18.9M |
| Citizens Financial Group Inc. | 0.25% | Reduce -0.1% | 968,524 | $18.8M |
| Cetera Investment Advisers | 0.02% | Add +7.6% | 732,076 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +1.0% | 654,521 | $12.7M |
| Essex LLC | 2.21% | Reduce -5.3% | 642,258 | $12.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -21.6% | 617,650 | $12.0M |
| Integral Investment Advisors, Inc. | 2.90% | Add +2.5% | 602,697 | $11.7M |
| Adamsbrown Wealth Consultants LLC | 2.40% | Add +2.0% | 445,203 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +19.6% | 439,895 | $8.5M |
| Key Financial Inc | 1.41% | Reduce -5.2% | 398,873 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Add +65.7% | 385,957 | $7.5M |
| Westview Management dba Westview Investment Advisors | 3.56% | — | 385,775 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.5% | 382,369 | $7.4M |
| Ocean Park Asset Management, LLC | 0.32% | No change | 355,500 | $6.9M |
| Kingsview Wealth Management, LLC | 0.10% | Add +9.8% | 355,279 | $6.9M |
| Elevated Capital Advisors, LLC | 1.60% | Reduce -1.3% | 353,914 | $6.9M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -0.2% | 339,397 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -6.2% | 335,389 | $6.5M |
| Prospera Financial Services Inc | 0.09% | Reduce -1.5% | 276,492 | $5.4M |
| Vista Investment Management | 1.76% | Add +2.5% | 274,762 | $5.3M |
| Cwm, LLC | 0.01% | Add +2.0% | 243,819 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.1% | 235,810 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +17.2% | 222,966 | $4.3M |
| McAdam, LLC | 0.19% | Add +34.8% | 219,214 | $4.3M |
| Synergy Investment Management, LLC | 1.36% | Add +1.2% | 197,956 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +9.1% | 189,278 | $3.7M |
| Synergy Asset Management, LLC | 0.36% | Reduce -56.2% | 177,348 | $3.4M |
| Victory Financial Group, LLC | 0.42% | Add +4.9% | 173,351 | $3.4M |
| Collaborative Wealth Managment Inc. | 1.13% | Add +84.6% | 165,370 | $3.2M |
| Marshall Investment Management, LLC | 1.40% | Add +2.8% | 143,914 | $2.8M |
| Welch & Forbes LLC | 0.03% | Reduce -1.4% | 143,860 | $2.8M |
| Clark Capital Management Group, Inc. | 0.02% | Add +3.0% | 141,743 | $2.7M |
| 1776 Wealth LLC | 0.91% | Add +0.5% | 125,160 | $2.4M |
| Veridan Wealth LLC | 0.81% | Add +2.0% | 124,283 | $2.4M |
| Focus Partners Wealth | 0.00% | Reduce -13.5% | 120,430 | $2.3M |
| Winebrenner Capital Management LLC | 1.53% | Reduce -1.4% | 118,516 | $2.3M |
| Park National Corp. | 0.07% | Add +25.4% | 114,940 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +18.6% | 113,137 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Reduce -13.2% | 112,281 | $2.2M |
| Flynn Zito Capital Management, LLC | 0.78% | Add +4.0% | 112,043 | $2.2M |
| True Blue Financial, LLC | 1.78% | — | 111,376 | $2.2M |
| TrueWealth Financial Partners | 1.78% | New | 111,376 | $2.2M |
| Beacon Financial Group | 0.21% | Reduce -8.2% | 111,119 | $2.2M |
| Keebeck Wealth Management | 0.25% | No change | 109,750 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.6% | 106,733 | $2.1M |
| StoneCrest Wealth Management, Inc. | 0.83% | New | 105,883 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +47.4% | 105,195 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.5% | 100,072 | $1.9M |
| Visionary Wealth Advisors | 0.08% | Reduce -6.3% | 96,793 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.4% | 171,659 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +4.2% | 92,330 | $1.8M |
| Comerica Bank | 0.01% | Reduce -22.6% | 90,615 | $1.8M |
| Composition Wealth, LLC | 0.02% | Reduce -19.4% | 89,613 | $1.7M |
| Beacon Financial Advisory LLC | 0.39% | Add +25.2% | 87,462 | $1.7M |
| Lanark Financial, Inc. | 0.12% | Add +7.0% | 85,090 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +8.9% | 83,245 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 80,618 | $1.6M |
| Lakeridge Wealth Management LLC | 0.69% | Reduce -2.5% | 78,683 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.03% | New | 78,066 | $1.5M |
| Walker Asset Management, LLC | 0.80% | Reduce -2.7% | 76,562 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +12.3% | 72,935 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | Add +8.0% | 72,611 | $1.4M |
| FWL Investment Management, LLC | 0.33% | Reduce -2.8% | 71,095 | $1.4M |
| Sutton Place Investors LLC | 0.73% | Add +1.2% | 68,595 | $1.3M |
| QP Wealth Management, LLC | 1.11% | — | 65,182 | $1.3M |
| Sigma Planning Corp | 0.03% | Reduce -0.8% | 65,090 | $1.3M |
| Platform Technology Partners | 0.27% | Add +14.1% | 64,525 | $1.3M |
| Roman Butler Fullerton & Co. | 0.32% | New | 62,992 | $1.2M |
| Princeton Global Asset Management LLC | 0.20% | Reduce -3.4% | 62,994 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.3% | 62,695 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +9.1% | 61,072 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Add +5.5% | 60,405 | $1.2M |
| Trustmark Bank Trust Department | 0.07% | No change | 60,228 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -8.6% | 59,701 | $1.2M |
| Shelton Wealth Management, LLC | 0.48% | Reduce -0.2% | 56,483 | $1.1M |
| Silver Oak Securities, Incorporated | 0.07% | Add +1.3% | 53,901 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 53,641 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.8% | 52,384 | $1.0M |
| United Capital Management of KS, Inc. | 0.14% | Add +2.7% | 52,265 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | Add +7.3% | 52,196 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Reduce -1.5% | 51,310 | $995K |
| Magnus Financial Group LLC | 0.08% | Reduce -0.5% | 50,924 | $987K |
| Park Avenue Securities LLC | 0.01% | Add +4.3% | 50,710 | $983K |
| Elevation Wealth Partners, LLC | 0.33% | Reduce -70.4% | 48,560 | $942K |
| StoneX Group Inc. | 0.04% | Reduce -2.5% | 47,800 | $927K |
| Twin Peaks Wealth Advisors, LLC | 0.25% | Reduce -8.7% | 44,535 | $868K |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.