FPEI

First Trust Institutional Pr

+$38.0M

Net Activity

Institutions Holding

208

Popularity Rank

#2788

Avg Weight

0.30%

Total Value

$1.5B

Ownership Trend

208 institutions currently hold FPEI, with 117 net buyers and 92 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

92

Net Buying Institutions

117

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$378.7M
UG
UBS Group AG
$186.1M
BO
Bank Of America CORP /de/
$114.3M
RB
Royal Bank Of Canada
$102.1M
LF
LPL Financial LLC
$81.4M

Top 5 by Conviction

MF
Montis Financial, LLC
7.14%
WM
Westview Management dba Westview Investment Advisors
3.51%
II
Integral Investment Advisors, INC.
2.91%
SC
Smith Chas P & Associates Pa Cpas
2.50%
LE
Legacy Edge Advisors, LLC
2.43%
View all 208 holding institutions

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$341.5M

Total Sell Value

New buy28
Trim65
Add89
Sold out27

117

Net Buyers

92

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST INSTITUTIONAL PR (FPEI)?
Major stakeholders currently include Morgan Stanley ($378.7M), UBS Group AG ($186.1M), Bank Of America CORP /de/ ($114.3M). Based on the latest 13F filings, there are a total of 208 tracked investment funds and institutions maintaining positions in FPEI.
What is the overall institutional sentiment toward FPEI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $38.0M, driven by 117 managers accumulating shares while 92 reduced their exposure.
Which institutions have been selling or reducing their FPEI positions?
In the latest period, 65 funds trimmed their holdings, and 27 managers completely exited their positions. The aggregate reported sell value was $341.5M.
Are there any notable investors adding FPEI to their portfolios?
Yes, buying activity remains notable. 28 institutions opened new positions in {ticker}, and 89 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.

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