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 |
| Plotkin Financial Advisors, LLC | 0.42% | Add +19.3% | 44,601 | $865K |
| Investment Partners Asset Management, Inc. | 0.53% | New | 43,659 | $847K |
| MML Investors Services, LLC | 0.00% | Add +15.8% | 43,550 | $844K |
| Winnacle Wealth LLC | 0.61% | Reduce -0.1% | 41,376 | $828K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.0% | 41,964 | $814K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.6% | 39,919 | $774K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +24.0% | 38,509 | $747K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +6.1% | 38,113 | $739K |
| Assetmark, Inc. | 0.00% | Add +6.3% | 37,856 | $734K |
| Sovran Advisors, LLC | 0.06% | Reduce -8.4% | 37,050 | $721K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -9.1% | 36,814 | $714K |
| Citadel Advisors | 0.00% | Add +22.6% | 35,520 | $689K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | New | 35,303 | $685K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 35,000 | $679K |
| Pinnacle Financial Group, LLC / IL | 0.20% | Add +55.0% | 34,688 | $673K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.2% | 33,968 | $659K |
| Kovack Advisors, Inc. | 0.03% | New | 33,602 | $652K |
| RFG Advisory, LLC | 0.01% | Reduce -9.2% | 32,181 | $624K |
| Mariner, LLC | 0.00% | Add +3.2% | 32,127 | $623K |
| Flagstar Securities, Inc. | 0.20% | Reduce -46.2% | 31,005 | $601K |
| Forum Private Client Group LLC | 0.20% | Reduce -9.8% | 30,030 | $582K |
| SlateStone Wealth, LLC | 0.05% | No change | 30,000 | $582K |
| &partners | 0.00% | Add +0.1% | 29,041 | $563K |
| Summit Financial, LLC | 0.01% | Reduce -18.0% | 28,643 | $555K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Reduce -0.8% | 27,365 | $531K |
| Balanced Rock Investment Advisors LLC | 0.37% | Add +4.3% | 27,065 | $525K |
| Brand Asset Management Group, Inc. | 0.15% | No change | 26,958 | $523K |
| Financial Partners Group, Inc | 0.06% | Reduce -5.3% | 26,759 | $520K |
| Stonebridge Advisors LLC | 1.01% | New | 25,826 | $501K |
| Summit Wealth Partners, LLC | 0.09% | No change | 25,614 | $497K |
| Main Street Financial Solutions, LLC | 0.04% | Add +5.5% | 25,287 | $490K |
| BXM Wealth LLC | 0.37% | Reduce -25.4% | 25,000 | $485K |
| IFP Advisors, Inc | 0.01% | Add +8.1% | 24,977 | $484K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.3% | 24,722 | $479K |
| Greenwood Capital Associates LLC | 0.05% | Add +40.4% | 24,082 | $467K |
| LFA - Lugano Financial Advisors SA | 0.24% | No change | 24,000 | $463K |
| Maia Wealth LLC | 0.08% | Reduce -8.0% | 23,388 | $457K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 21,809 | $424K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.5% | 21,803 | $423K |
| Arkadios Wealth Advisors | 0.01% | Reduce -22.8% | 21,571 | $418K |
| OneDigital Investment Advisors LLC | 0.00% | New | 21,250 | $412K |
| Inscription Capital, LLC | 0.04% | Add +40.1% | 21,009 | $407K |
| Spire Wealth Management | 0.01% | Reduce -11.0% | 20,026 | $388K |
| Maridea Wealth Management LLC | 0.06% | New | 19,576 | $380K |
| Wagner Wealth Management, LLC | 0.08% | Add +4.2% | 18,773 | $364K |
| US Bancorp \de | 0.00% | Add +1.2% | 18,662 | $362K |
| Harvest Investment Services, LLC | 0.07% | Add +10.4% | 18,060 | $350K |
| Mercer Global Advisors Inc. | 0.00% | Add +63.6% | 17,926 | $348K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 17,899 | $347K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -0.1% | 17,436 | $338K |
| Viawealth, LLC | 0.18% | Add +0.9% | 16,819 | $326K |
| Atria Investments, Inc | 0.00% | Add +0.6% | 16,789 | $326K |
| Wealth Management Associates, Inc. | 0.11% | Add +6.5% | 16,550 | $321K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 16,254 | $315K |
| Steinberganna Wealth Management | 0.15% | Add +1.5% | 16,178 | $314K |
| Hobbs Group Advisors, LLC | 0.09% | Reduce -50.4% | 16,170 | $314K |
| Core Wealth Advisors, Inc. | 0.08% | Add +0.5% | 16,108 | $312K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +4.9% | 16,090 | $312K |
| Calton & Associates, Inc. | 0.04% | Add +45.7% | 15,401 | $299K |
| Ameriprise Financial Inc. | 0.00% | New | 13,618 | $264K |
| Advance Capital Management, Inc. | 0.01% | Add +1.5% | 13,431 | $260K |
| Castle Wealth Management LLC | 0.09% | Reduce -26.6% | 13,429 | $260K |
| Leigh Baldwin & Co., LLC | 0.16% | No change | 12,743 | $247K |
| Accel Wealth Management | 0.07% | Reduce -4.3% | 12,563 | $244K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 12,496 | $242K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 12,282 | $238K |
| Marshall Financial Group, LLC | 0.04% | Reduce -0.1% | 11,764 | $228K |
| Hilltop Holdings Inc. | 0.01% | Reduce -3.2% | 11,553 | $224K |
| Brookwood Investment Group LLC | 0.03% | New | 11,498 | $223K |
| International Assets Investment Management, LLC | 0.01% | New | 11,160 | $216K |
| Cerity Partners LLC | 0.00% | Add +0.9% | 10,973 | $213K |
| AQR Capital Management | 0.00% | New | 10,973 | $213K |
| Aft, Forsyth & Company, Inc. | 0.09% | Add +0.1% | 10,941 | $212K |
| Jacobi Capital Management LLC | 0.01% | Reduce -3.9% | 10,552 | $205K |
| Concentrum Wealth Management | 0.06% | New | 10,320 | $200K |
| Gaddis Premier Wealth Advisors LLC | 0.15% | — | 10,277 | $199K |
| Private Trust Co. NA | 0.02% | No change | 9,293 | $180K |
| Sound Income Strategies, LLC | 0.01% | Add +392.3% | 8,423 | $164K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 8,397 | $163K |
| Ankerstar Wealth, LLC | 0.14% | — | 7,187 | $139K |
| Centaurus Financial, Inc. | 0.00% | Add +0.0% | 5,537 | $107K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 4,564 | $88K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1876.4% | 4,447 | $86K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,314 | $84K |
| Deutsche Bank AG | 0.00% | Reduce -71.0% | 3,822 | $74K |
| Global Retirement Partners, LLC | 0.00% | Add +16.4% | 3,594 | $70K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,772 | $54K |
| Paladin Advisory Group, LLC | 0.04% | No change | 2,607 | $51K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,077 | $40K |
| Richardson Financial Services Inc. | 0.01% | Add +0.2% | 410 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.1% | 1,907 | $37K |
| Colonial Trust Co / SC | 0.00% | Add +137.5% | 1,900 | $37K |
| Arax Advisory Partners | 0.00% | New | 1,866 | $36K |
| AE Wealth Management LLC | 0.00% | Reduce -32.7% | 1,835 | $36K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,500 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,500 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Add +98.2% | 1,189 | $23K |
| ORG Partners LLC | 0.00% | No change | 1,000 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +984.0% | 878 | $17K |
| Allworth Financial LP | 0.00% | New | 850 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 724 | $14K |
| Elequin Capital, LP | 0.00% | No change | 622 | $12K |
| Nova Wealth Management, Inc. | 0.01% | No change | 600 | $12K |
| Triumph Capital Management | 0.00% | New | 500 | $10K |
| Wells Fargo & Company | 0.00% | Add +219.1% | 418 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 413 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 285 | $6K |
| DT Investment Partners, LLC | 0.00% | New | 110 | $2K |
| Essential Partners LLC | 0.00% | New | 54 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 34 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $776 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $106 |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.