Who owns First Trust Institutional Preferred Securities & Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FPEI from SEC Form 13F filings across 215 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 215 institutions disclosed 80.2M shares of First Trust Institutional Preferred Securities & Income ETF worth $1.55B — about 80.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
215
13F holders
$1.55B
value, 2026 filers
80.1%
of shares outstanding (80.2M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FPEI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 19.8M | $381.8M | 0.0% | 19.8% | -0.7% |
| 2 | UBS Group AG | 10.0M | $192.5M | 0.0% | 10% | +1.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 6.0M | $116.0M | 0.0% | 6% | -0.1% |
| 4 | ROYAL BANK OF CANADA | 5.3M | $102.6M | 0.0% | 5.3% | -1.0% |
| 5 | LPL Financial LLC | 4.5M | $86.9M | 0.0% | 4.5% | +5.1% |
| 6 | SMITH CHAS P & ASSOCIATES PA CPAS | 2.4M | $45.8M | 2.3% | 2.4% | -2.1% |
| 7 | NewEdge Advisors, LLC | 2.3M | $43.8M | 0.1% | 2.3% | +186.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 2.1M | $40.0M | 0.0% | 2.1% | -0.2% |
| 9 | Montis Financial, LLC | 1.9M | $36.7M | 7.5% | 1.9% | +4.8% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $32.8M | 0.0% | 1.7% | +7.1% |
| 11 | TRUIST FINANCIAL CORP | 1.6M | $31.0M | 0.0% | 1.6% | +9.4% |
| 12 | Legacy Edge Advisors, LLC | 1.3M | $24.3M | 2.2% | 1.3% | +3.9% |
| 13 | FUKOKU MUTUAL LIFE INSURANCE Co | 1.3M | $24.3M | 1.4% | 1.3% | 0.0% |
| 14 | Annex Advisory Services, LLC | 1.1M | $22.1M | 0.4% | 1.1% | +11.8% |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | 997,535 | $19.2M | 0.2% | 1% | +0.2% |
| 16 | OSAIC HOLDINGS, INC. | 770,219 | $14.9M | 0.0% | 0.8% | +9.5% |
| 17 | Cetera Investment Advisers | 704,375 | $13.6M | 0.0% | 0.7% | +4.5% |
| 18 | Essex LLC | 647,803 | $12.5M | 1.9% | 0.6% | +0.3% |
| 19 | FIDUCIARY FINANCIAL ADVISORSNEW | 632,338 | $12.2M | 1.2% | 0.6% | new |
| 20 | INTEGRAL INVESTMENT ADVISORS, INC. | 623,023 | $12.0M | 2.6% | 0.6% | +1.3% |
| 21 | HighTower Advisors, LLC | 544,884 | $10.5M | 0.0% | 0.5% | +4.1% |
| 22 | McAdam, LLC | 539,081 | $10.4M | 0.4% | 0.5% | +117.0% |
| 23 | Geneos Wealth Management Inc. | 499,253 | $9.6M | 0.2% | 0.5% | +2.4% |
| 24 | Baird Financial Group, Inc. | 470,809 | $9.1M | 0.0% | 0.5% | -25.5% |
| 25 | PARK NATIONAL CORP /OH/ | 453,864 | $8.8M | 0.2% | 0.5% | +234.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.