First Trust Institutional PRFPEIETF
13F holders, Q1 2026 (March 31)210holders −2
27new positions
26sold out
1famous investor
$19.00avg. 13F price*
At the end of Q1 2026, 210 institutions reported holding First Trust Institutional PR (FPEI) in their 13F filings, down 2 from Q4 2025. 27 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($378.7M), UBS Group AG ($186.1M) and Bank of America Corp. ($114.3M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $48.6M |
| Exits | 26 | $19.9M |
All 13F filers, Q4 2025 → Q1 2026: 8,318,022 shares bought and 4,155,308 shares sold, net +4,162,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Morgan Stanley | 0.02% | Add +7.5% | 19,930,888 | $378.7M |
| UBS Group AG | 0.03% | Add +8.8% | 9,797,349 | $186.1M |
| Bank of America Corp. | 0.01% | Add +29.3% | 6,017,351 | $114.3M |
| Royal Bank of Canada | 0.02% | Add +7.0% | 5,375,215 | $102.1M |
| LPL Financial LLC | 0.02% | Reduce -1.6% | 4,283,781 | $81.4M |
| Smith Chas P & Associates Pa Cpas | 2.50% | Add +1.9% | 2,424,767 | $46.1M |
| NewEdge Advisors, LLC | 0.15% | Reduce -13.1% | 2,190,737 | $41.6M |
| Raymond James Financial Inc. | 0.01% | Add +13.0% | 2,076,619 | $39.5M |
| Montis Financial, LLC | 7.14% | Add +4.7% | 1,816,813 | $34.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.7% | 1,587,812 | $30.2M |
| Truist Financial Corp. | 0.04% | Add +8.1% | 1,467,465 | $27.9M |
| Jane Street Group, LLC | 0.03% | New | 1,428,742 | $27.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.57% | No change | 1,259,000 | $23.9M |
| Legacy Edge Advisors, LLC | 2.43% | Add +8.1% | 1,214,315 | $23.1M |
| Annex Advisory Services, LLC | 0.37% | Add +5.5% | 1,025,517 | $19.5M |
| Citizens Financial Group Inc. | 0.26% | Add +2.8% | 996,035 | $18.9M |
| Osaic Holdings, Inc. | 0.02% | Add +7.4% | 703,169 | $13.4M |
| Cetera Investment Advisers | 0.01% | Reduce -8.0% | 673,855 | $12.8M |
| Essex LLC | 2.17% | Add +0.6% | 645,831 | $12.3M |
| Baird Financial Group, Inc. | 0.02% | Add +2.3% | 631,986 | $12.0M |
| Integral Investment Advisors, Inc. | 2.91% | Add +2.0% | 614,923 | $11.7M |
| HighTower Advisors, LLC | 0.01% | Add +35.6% | 523,479 | $9.9M |
| Merit Financial Group, LLC | 0.07% | Reduce -73.3% | 493,707 | $9.4M |
| Geneos Wealth Management Inc. | 0.21% | Add +43.7% | 487,681 | $9.3M |
| Adamsbrown Wealth Consultants LLC | 2.29% | Add +2.2% | 455,046 | $8.6M |
| Legacy CG, LLC | 2.19% | New | 415,652 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 417,320 | $7.8M |
| Key Financial Inc | 1.34% | Reduce -0.8% | 395,547 | $7.5M |
| Kingsview Wealth Management, LLC | 0.10% | Add +5.0% | 372,954 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +9.8% | 368,270 | $7.0M |
| Elevated Capital Advisors, LLC | 1.76% | Add +3.8% | 367,491 | $7.0M |
| Westview Management dba Westview Investment Advisors | 3.51% | Reduce -8.0% | 355,034 | $6.7M |
| Prospera Financial Services Inc | 0.11% | Add +27.3% | 351,943 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.6% | 349,676 | $6.6M |
| Cwm, LLC | 0.02% | Add +35.7% | 330,960 | $6.3M |
| HRT Financial LP | 0.01% | New | 317,065 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +30.0% | 306,457 | $5.8M |
| Vista Investment Management | 1.78% | Add +1.8% | 279,678 | $5.3M |
| McAdam, LLC | 0.21% | Add +13.3% | 248,429 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +12.8% | 213,500 | $4.1M |
| Synergy Investment Management, LLC | 1.29% | Add +5.2% | 208,278 | $4.0M |
| Victory Financial Group, LLC | 0.43% | Add +7.3% | 185,938 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -20.4% | 177,403 | $3.4M |
| Flynn Zito Capital Management, LLC | 1.03% | Add +52.2% | 170,481 | $3.2M |
| Marshall Investment Management, LLC | 1.44% | Add +10.1% | 158,410 | $3.0M |
| Welch & Forbes LLC | 0.03% | Reduce -2.1% | 140,771 | $2.7M |
| Park National Corp. | 0.08% | Add +18.2% | 135,835 | $2.6M |
| Veridan Wealth LLC | 0.92% | Add +3.0% | 128,009 | $2.4M |
| 1776 Wealth LLC | 0.93% | Reduce -0.3% | 124,789 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.2% | 121,922 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.1% | 121,120 | $2.3M |
| Focus Partners Wealth | 0.00% | Reduce -0.1% | 120,351 | $2.3M |
| Keebeck Wealth Management | 0.25% | Add +7.0% | 117,430 | $2.2M |
| Winebrenner Capital Management LLC | 1.43% | Reduce -1.3% | 116,928 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.5% | 113,602 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -1.3% | 111,677 | $2.1M |
| Beacon Financial Group | 0.20% | Reduce -3.6% | 107,128 | $2.0M |
| StoneCrest Wealth Management, Inc. | 0.85% | Reduce -0.3% | 105,581 | $2.0M |
| True Blue Financial, LLC | 1.55% | Reduce -7.0% | 103,539 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Add +6.9% | 103,512 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -1.6% | 90,879 | $1.7M |
| Fifth Third Bancorp | 0.00% | New | 90,174 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 79,982 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -53.8% | 79,271 | $1.5M |
| Merkkuri Wealth Advisors LLC | 0.97% | Reduce -1.6% | 76,850 | $1.5M |
| Walker Asset Management, LLC | 0.79% | No change | 76,562 | $1.5M |
| Investment Partners Asset Management, Inc. | 0.88% | Add +71.5% | 74,885 | $1.4M |
| FWL Investment Management, LLC | 0.31% | Add +3.1% | 73,271 | $1.4M |
| Lakeridge Wealth Management LLC | 0.60% | Reduce -7.0% | 73,208 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -1.5% | 71,872 | $1.4M |
| Sutton Place Investors LLC | 0.72% | Add +1.1% | 69,368 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -38.7% | 68,812 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +3.8% | 67,531 | $1.3M |
| Platform Technology Partners | 0.24% | Add +3.0% | 66,481 | $1.3M |
| Roman Butler Fullerton & Co. | 0.33% | No change | 62,992 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 62,537 | $1.2M |
| Princeton Global Asset Management LLC | 0.18% | Reduce -5.9% | 59,271 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | Reduce -2.2% | 58,928 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +153.3% | 55,226 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.18% | Add +4.8% | 54,675 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -8.9% | 54,392 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.4% | 54,363 | $1.0M |
| Sovran Advisors, LLC | 0.08% | Add +45.3% | 53,831 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +67.2% | 53,801 | $1.0M |
| United Capital Management of KS, Inc. | 0.15% | Add +2.1% | 53,362 | $1.0M |
| &partners | 0.00% | Add +79.2% | 52,028 | $987K |
| QP Wealth Management, LLC | 1.69% | Reduce -20.5% | 51,810 | $984K |
| Western Wealth Management, LLC | 0.04% | Add +0.5% | 51,566 | $980K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -41.6% | 51,055 | $970K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +44.7% | 50,658 | $963K |
| Shelton Wealth Management, LLC | 0.42% | Reduce -11.2% | 50,154 | $953K |
| Composition Wealth, LLC | 0.01% | Reduce -45.1% | 49,159 | $934K |
| Magnus Financial Group LLC | 0.08% | Reduce -5.1% | 48,332 | $918K |
| Plotkin Financial Advisors, LLC | 0.46% | Add +8.2% | 48,236 | $916K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -27.8% | 45,247 | $860K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Reduce -0.8% | 44,190 | $840K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.3% | 43,751 | $831K |
| Benjamin Edwards Inc. | 0.01% | New | 43,470 | $826K |
| Assetmark, Inc. | 0.00% | Add +14.3% | 43,253 | $822K |
| Pinnacle Financial Group, LLC / IL | 0.22% | Add +20.9% | 41,944 | $797K |
| Maridea Wealth Management LLC | 0.11% | Add +107.6% | 40,647 | $772K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.7% | 40,330 | $766K |
| Fifth Third Securities, Inc. | 0.05% | Add +9.1% | 40,162 | $763K |
| Arkadios Wealth Advisors | 0.01% | Add +84.6% | 39,829 | $757K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.5% | 39,221 | $745K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -35.8% | 39,219 | $745K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +2.5% | 39,072 | $742K |
| Gateway Wealth Partners, LLC | 0.03% | Add +111.5% | 36,873 | $701K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.0% | 35,536 | $689K |
| Integrated Advisors Network LLC | 0.04% | Reduce -40.6% | 35,863 | $681K |
| Winnacle Wealth LLC | 0.53% | Reduce -13.4% | 35,848 | $681K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | Add +0.5% | 35,491 | $674K |
| Integrity Alliance, Llc. | 0.03% | Reduce -52.5% | 34,515 | $656K |
| Kovack Advisors, Inc. | 0.03% | Add +1.2% | 33,995 | $648K |
| Elevation Wealth Partners, LLC | 0.23% | Reduce -31.4% | 33,303 | $633K |
| Andrew Hill Investment Advisors, Inc. | 0.55% | New | 32,600 | $619K |
| IFP Advisors, Inc | 0.01% | Add +26.6% | 31,622 | $601K |
| Mariner, LLC | 0.00% | Reduce -2.6% | 31,304 | $595K |
| SlateStone Wealth, LLC | 0.05% | No change | 30,000 | $570K |
| Forum Private Client Group LLC | 0.19% | Reduce -0.1% | 29,995 | $570K |
| Protective Life Corp. | 1.88% | New | 29,697 | $564K |
| Greenwood Capital Associates LLC | 0.06% | Add +22.8% | 29,582 | $562K |
| Flagstar Securities, Inc. | 0.20% | Reduce -6.4% | 29,026 | $551K |
| Balanced Rock Investment Advisors LLC | 0.39% | Add +6.9% | 28,928 | $550K |
| Summit Financial, LLC | 0.01% | Reduce -0.6% | 28,464 | $541K |
| LFA - Lugano Financial Advisors SA | 0.27% | Add +18.3% | 28,400 | $537K |
| American Institute for Advanced Investment Management, LLP | 0.34% | No change | 27,365 | $520K |
| Brand Asset Management Group, Inc. | 0.13% | No change | 26,958 | $512K |
| Financial Partners Group, Inc | 0.06% | No change | 26,759 | $508K |
| Core Wealth Advisors, Inc. | 0.12% | Add +60.2% | 25,804 | $490K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -84.5% | 25,659 | $488K |
| Summit Wealth Partners, LLC | 0.08% | No change | 25,614 | $487K |
| BXM Wealth LLC | 0.37% | No change | 25,000 | $475K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.8% | 24,517 | $466K |
| Maia Wealth LLC | 0.08% | Add +0.9% | 23,608 | $449K |
| Integrated Wealth Concepts LLC | 0.00% | New | 23,098 | $439K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -59.8% | 21,053 | $400K |
| Independent Wealth Network Inc. | 0.12% | New | 20,330 | $386K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.8% | 20,019 | $380K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -21.2% | 19,915 | $378K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +23.1% | 19,804 | $376K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.8% | 19,684 | $374K |
| Lanark Financial, Inc. | 0.03% | Reduce -77.2% | 19,401 | $369K |
| MML Investors Services, LLC | 0.00% | Reduce -56.3% | 19,025 | $361K |
| Wagner Wealth Management, LLC | 0.07% | Add +0.2% | 18,815 | $357K |
| Spire Wealth Management | 0.01% | Reduce -8.0% | 18,417 | $350K |
| Atria Investments, Inc | 0.00% | Add +7.3% | 18,013 | $342K |
| Harvest Investment Services, LLC | 0.06% | Reduce -0.3% | 18,000 | $342K |
| Wealth Management Associates, Inc. | 0.11% | Add +4.8% | 17,352 | $330K |
| Viawealth, LLC | 0.18% | Reduce -0.9% | 16,671 | $317K |
| Ameriprise Financial Inc. | 0.00% | Add +21.8% | 16,585 | $315K |
| Hobbs Group Advisors, LLC | 0.09% | Add +1.8% | 16,467 | $313K |
| Steinberganna Wealth Management | 0.15% | Add +1.4% | 16,405 | $312K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -3.0% | 15,772 | $300K |
| Calton & Associates, Inc. | 0.04% | Add +0.1% | 15,416 | $293K |
| Oppenheimer & Co. Inc. | 0.00% | New | 14,920 | $283K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +245.2% | 14,891 | $283K |
| Park Avenue Securities LLC | 0.00% | Reduce -72.7% | 13,851 | $263K |
| Advance Capital Management, Inc. | 0.01% | Add +1.4% | 13,620 | $259K |
| D.A. Davidson & Co. | 0.00% | New | 13,006 | $247K |
| Leigh Baldwin & Co., LLC | 0.16% | No change | 12,743 | $242K |
| Accel Wealth Management | 0.06% | Reduce -1.2% | 12,408 | $236K |
| Inscription Capital, LLC | 0.02% | Reduce -41.3% | 12,325 | $234K |
| Castle Wealth Management LLC | 0.08% | Reduce -9.2% | 12,200 | $232K |
| Marshall Financial Group, LLC | 0.04% | No change | 11,764 | $224K |
| Mutual Advisors, LLC | 0.00% | Reduce -6.0% | 11,750 | $223K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,160 | $213K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -92.2% | 10,995 | $209K |
| Cerity Partners LLC | 0.00% | No change | 10,973 | $208K |
| AQR Capital Management | 0.00% | No change | 10,973 | $208K |
| Westco Advisory Services Inc. | 0.13% | New | 10,796 | $205K |
| Captrust Financial Advisors | 0.00% | New | 10,776 | $205K |
| Mgo One Seven LLC | 0.00% | New | 10,755 | $204K |
| Independent Financial Group, LLC | 0.00% | New | 10,467 | $199K |
| Concentrum Wealth Management | 0.06% | No change | 10,320 | $196K |
| Jacobi Capital Management LLC | 0.01% | Reduce -3.0% | 10,232 | $194K |
| G&S Capital LLC | 0.07% | New | 10,204 | $194K |
| Valmark Advisers, Inc. | 0.00% | New | 10,085 | $192K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +117.4% | 9,666 | $184K |
| Private Trust Co. NA | 0.02% | No change | 9,293 | $177K |
| Sound Income Strategies, LLC | 0.01% | Reduce -20.3% | 6,714 | $128K |
| Ankerstar Wealth, LLC | 0.12% | Reduce -15.9% | 6,044 | $115K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 5,538 | $105K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 4,564 | $87K |
| Wells Fargo & Company | 0.00% | Add +604.1% | 2,943 | $56K |
| Paladin Advisory Group, LLC | 0.04% | No change | 2,607 | $50K |
| Arax Advisory Partners | 0.00% | Add +33.6% | 2,493 | $47K |
| Trask Adam Roland | 0.04% | — | 2,170 | $41K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,077 | $39K |
| Colonial Trust Co / SC | 0.00% | No change | 1,900 | $36K |
| AE Wealth Management LLC | 0.00% | Add +2.3% | 1,878 | $36K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,500 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,500 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +63.7% | 1,437 | $27K |
| Ascentis Independent Advisors | 0.00% | New | 1,100 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.0% | 1,067 | $20K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 724 | $14K |
| Nova Wealth Management, Inc. | 0.01% | No change | 600 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 559 | $11K |
| Triumph Capital Management | 0.00% | No change | 500 | $10K |
| Park Place Capital Corp | 0.00% | New | 299 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 285 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | New | 253 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 250 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 79 | $2K |
| Rossby Financial, LCC | 0.00% | New | 52 | $991 |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $760 |
| SBI Securities Co., Ltd. | 0.00% | New | 10 | $190 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $104 |
| Peterson Wealth Management | 0.00% | New | 5 | $89 |
"% of holder's portfolio" is FPEI's weight in each manager's 13F, not the share of First Trust Institutional PR the manager owns.