First Trust Institutional Preferred Securities and Income ETF (FPEI)
ETF ยท NYSE Arca
First Trust Institutional Preferred Securities and Income ETF (FPEI) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 22, 2017.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- August 22, 2017
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 211 institutions reported holding FPEI, with 77.3 million shares worth $1.5 billion in aggregate. The largest reported holder was Morgan Stanley, with 19.8 million shares worth $381.8 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 19,791,490 | $382M | Reduced 0.7% |
| UBS Group | 9,995,475 | $193M | Added 1.87% |
| Bank of America | 6,014,221 | $116M | Reduced 0.05% |
| Royal Bank of Canada | 5,319,825 | $103M | Reduced 1.03% |
| Lpl Financial | 4,503,954 | $87M | Added 5.14% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FPEI?
First Trust Institutional Preferred Securities and Income ETF (FPEI) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 22, 2017.
Who are the largest institutional holders of FPEI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FPEI were Morgan Stanley, UBS Group and Bank of America.
How many institutions own FPEI?
211 institutions reported a position in FPEI for the quarter ended June 30, 2026, worth $1.5 billion in total.
Did institutions buy or sell FPEI last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for FPEI.
Every reported institutional holder, plus insider and congressional trades in FPEI, on SentiSense.