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First Trust Institutional PR (FPEI)

CUSIP: 33739P855 | NYSE | 438 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Smith Chas P & Associates PA Cpas2,410,152
2.2% of portfolio›$44.7M
Montis Financial, LLC1,936,243
7.4% of portfolio›$35.7M
Truist Financial Corp1,730,758
0.0% of portfolio›$31.9M
Annex Advisory Services, LLC1,217,165
0.4% of portfolio›$22.4M
Citizens Financial Group Inc953,450
0.2% of portfolio›$17.6M
Essex LLC641,282
1.8% of portfolio›$11.8M
Integral Investment Advisors, Inc.639,471
2.5% of portfolio›$11.8M
Park National Corp531,455
0.3% of portfolio›$9.8M
McAdam, LLC494,468
0.3% of portfolio›$9.1M
Legacy CG, LLC473,219
2.2% of portfolio›$8.7M
Elevated Capital Advisors, LLC374,719
2.3% of portfolio›$6.9M
Cambridge Investment Research Advisors, Inc.363,507
0.0% of portfolio›$6.7M
Prospera Financial Services Inc357,913
0.1% of portfolio›$6.6M
Key FInancial Inc353,092
1.1% of portfolio›$6.5M
Commonwealth Equity Services, LLC321,781
0.0% of portfolio›$5.9M
Adamsbrown Wealth Consultants LLC273,082
0.9% of portfolio›$5.0M
Victory Financial Group, LLC216,817
0.4% of portfolio›$4.0M
MGO One Seven LLC186,150
0.1% of portfolio›$3.4M
Flynn Zito Capital Management, LLC184,753
0.9% of portfolio›$3.4M
Vaquero Private Wealth, LTD177,767
0.7% of portfolio›$3.3M
True Blue Financial, LLC147,412
1.0% of portfolio›$2.7M
Winebrenner Capital Management LLC125,234
1.5% of portfolio›$2.3M
Welch & Forbes LLC123,087
0.0% of portfolio›$2.3M
Sigma Planning Corp109,771
0.1% of portfolio›$2.0M
StoneCrest Wealth Management, Inc.106,105
0.6% of portfolio›$2.0M
Roman Butler Fullerton & Co101,592
0.4% of portfolio›$1.9M
Investment Partners Asset Management, Inc.101,534
1.0% of portfolio›$1.9M
Beacon Financial Group98,530
0.2% of portfolio›$1.8M
Ashton Thomas Private Wealth, LLC84,552
0.0% of portfolio›$1.6M
Walker Asset Management, LLC75,716
0.7% of portfolio›$1.4M
Sutton Place Investors LLC74,589
0.6% of portfolio›$1.4M
Wedbush Securities Inc73,970
0.1% of portfolio›$1.4M
Merkkuri Wealth Advisors LLC70,366
0.8% of portfolio›$1.3M
Platform Technology Partners66,986
0.2% of portfolio›$1.2M
Fifth Third Securities, Inc.65,698
0.1% of portfolio›$1.2M
United Capital Management of KS, Inc.57,290
0.1% of portfolio›$1.1M
Kestra Private Wealth Services, LLC55,359
0.0% of portfolio›$1.0M
Greenwood Capital Associates LLC54,431
0.1% of portfolio›$1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management54,110
0.0% of portfolio›$997.8K
Pinnacle Financial Group, LLC / IL52,886
0.2% of portfolio›$975.2K
QP Wealth Management, LLC51,608
1.4% of portfolio›$951.7K
Compass Financial Management LLC51,485
0.1% of portfolio›$949.4K
Beacon Financial Advisory LLC50,325
0.2% of portfolio›$928.0K
IFP Advisors, Inc50,017
0.0% of portfolio›$922.3K
Magnus Financial Group LLC49,282
0.1% of portfolio›$908.8K
Integrity Alliance, Llc.47,702
0.0% of portfolio›$879.6K
Assetmark, Inc43,138
0.0% of portfolio›$795.5K
Shelton Wealth Management, LLC42,799
0.3% of portfolio›$789.2K
Wealthcare Advisory Partners LLC42,194
0.0% of portfolio›$778.1K
Partners Wealth Management, LLC36,001
0.1% of portfolio›$663.9K
American Institute for Advanced Investment Management, LLP35,715
0.4% of portfolio›$658.6K
Kestra Advisory Services, LLC35,472
0.0% of portfolio›$654.1K
Wealth Enhancement Advisory Services, LLC35,173
0.0% of portfolio›$651.7K
Mirae Asset Global Investments Co., Ltd.35,000
0.0% of portfolio›$645.4K
Elevation Wealth Partners, LLC31,829
0.2% of portfolio›$586.9K
RFG Advisory, LLC31,046
0.0% of portfolio›$572.5K
Capital Advisors Wealth Management, LLC30,928
0.1% of portfolio›$570.3K
Sovran Advisors, LLC29,716
0.0% of portfolio›$549.2K
Flagstar Securities, Inc29,598
0.2% of portfolio›$545.8K
Atria Investments, Inc26,953
0.0% of portfolio›$497.0K
Financial Partners Group, Inc26,759
0.1% of portfolio›$493.4K
Winnacle Wealth LLC25,093
0.3% of portfolio›$462.7K
BXM Wealth LLC25,000
0.2% of portfolio›$461.0K
Apollon Wealth Management, LLC24,925
0.0% of portfolio›$459.6K
LFA - Lugano Financial Advisors SA24,000
0.3% of portfolio›$442.6K
Princeton Global Asset Management LLC21,896
0.1% of portfolio›$403.8K
Wagner Wealth Management, LLC20,585
0.1% of portfolio›$379.6K
Independent Wealth Network Inc.19,569
0.1% of portfolio›$360.9K
Maia Wealth LLC19,373
0.0% of portfolio›$357.2K
Capital Investment Advisory Services, LLC19,104
0.0% of portfolio›$352.3K
Oppenheimer & Co Inc18,920
0.0% of portfolio›$348.9K
Lanark Financial, Inc.18,590
0.0% of portfolio›$342.8K
Main Line Retirement Advisors, LLC18,241
0.1% of portfolio›$336.4K
Visionary Wealth Advisors18,163
0.0% of portfolio›$334.9K
Park Avenue Securities LLC17,317
0.0% of portfolio›$319.0K
Horizon Advisory Services, Inc.17,181
0.1% of portfolio›$316.8K
Spire Wealth Management16,957
0.0% of portfolio›$312.7K
Orba Wealth Advisors, L.L.C.16,393
0.3% of portfolio›$302.3K
D.A. Davidson & Co.14,027
0.0% of portfolio›$258.7K
Private Trust Co NA13,682
0.0% of portfolio›$252.3K
Encompass More Asset Management13,475
0.0% of portfolio›$248.5K
Integrated Advisors Network LLC12,636
0.0% of portfolio›$233.0K
Concurrent Investment Advisors, LLC12,247
0.0% of portfolio›$225.8K
J. L. Bainbridge & Co., Inc.11,997
0.0% of portfolio›$221.2K
Accel Wealth Management11,340
0.0% of portfolio›$209.1K
G&S Capital LLC10,520
0.1% of portfolio›$194.0K
Independent Financial Group, LLC10,438
0.0% of portfolio›$192.5K
International Assets Investment Management, LLC10,244
0.0% of portfolio›$188.5K
Westco Advisory Services Inc10,011
0.1% of portfolio›$184.6K
Farther Finance Advisors, LLC6,825
0.0% of portfolio›$125.9K
Cullen T Bankers, Inc.3,448
0.0% of portfolio›$63.6K
Westside Investment Management, Inc.1,500
0.0% of portfolio›$27.7K
Ascentis Independent Advisors1,100
0.0% of portfolio›$20.3K
Triumph Capital Management500
0.0% of portfolio›$9.2K
Latitude Advisors, LLC158
0.0% of portfolio›$2.9K
Signature Equity Partners, LLC80
0.0% of portfolio›$1.5K
GK Wealth Management LLC76
0.0% of portfolio›$1.4K
Toth Financial Advisory Corp76
0.0% of portfolio›$1.4K
Creative Financial Designs Inc51
0.0% of portfolio›$940
SBI Securities Co., Ltd.15
0.0% of portfolio›$277
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$101
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Smith Chas P & Associates PA Cpas
2,410,152$44.7M2.2%CoreVery LowLakeland, FL2026-10-22
Montis Financial, LLC
1,936,243$35.7M7.4%ETFLowWaltham, MA2026-11-04
Truist Financial Corp
1,730,758$31.9M0.0%CoreLowCharlotte, NC2026-10-30
Annex Advisory Services, LLC
1,217,165$22.4M0.4%GrowthHighBrookfield, WI2026-10-16
Citizens Financial Group Inc
953,450$17.6M0.2%GrowthLowProvidence, RI2026-10-23
Essex LLC
641,282$11.8M1.8%ETFLowDeer Park, IL2026-10-14
Integral Investment Advisors, Inc.
639,471$11.8M2.5%ETFVery LowTurlock, CA2026-11-03
Park National Corp
531,455$9.8M0.3%CoreLowNewark, OH2026-10-05
McAdam, LLC
494,468$9.1M0.3%ETFLowPhiladelphia, PA2026-10-21
Legacy CG, LLC
473,219$8.7M2.2%GrowthHighPlano, TX2026-10-30
Elevated Capital Advisors, LLC
374,719$6.9M2.3%ETFMediumSandy, UT2026-11-04
Cambridge Investment Research Advisors, Inc.
363,507$6.7M0.0%ETFLowFairfield, IA2026-11-02
Prospera Financial Services Inc
357,913$6.6M0.1%CoreMediumDallas, TX2026-11-04
Key FInancial Inc
353,092$6.5M1.1%ETFLowWest Chester, PA2026-11-02
Commonwealth Equity Services, LLC
321,781$5.9M0.0%ETFLowWaltham, MA2026-11-02
Adamsbrown Wealth Consultants LLC
273,082$5.0M0.9%ETFLowWichita, KS2026-10-20
Victory Financial Group, LLC
216,817$4.0M0.4%ETFLowAustin, TX2026-10-27
MGO One Seven LLC
186,150$3.4M0.1%GrowthLowBeachwood, OH2026-10-28
Flynn Zito Capital Management, LLC
184,753$3.4M0.9%ETFLowGarden City, NY2026-11-04
Vaquero Private Wealth, LTD
177,767$3.3M0.7%ETFN/ADallas, TX2026-10-27
True Blue Financial, LLC
147,412$2.7M1.0%ETFLowStevensville, MI2026-10-15
Winebrenner Capital Management LLC
125,234$2.3M1.5%ETFLowLouisville, KY2026-10-07
Welch & Forbes LLC
123,087$2.3M0.0%CoreVery LowBoston, MA2026-11-04
Sigma Planning Corp
109,771$2.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
StoneCrest Wealth Management, Inc.
106,105$2.0M0.6%ETFMediumChandler, AZ2026-11-03
Roman Butler Fullerton & Co
101,592$1.9M0.4%GrowthMediumSt Louis, MO2026-10-27
Investment Partners Asset Management, Inc.
101,534$1.9M1.0%CoreLowMetuchen, NJ2026-10-09
Beacon Financial Group
98,530$1.8M0.2%ETFMediumDallas, TX2026-10-19
Ashton Thomas Private Wealth, LLC
84,552$1.6M0.0%CoreMediumScottsdale, AZ2026-11-03
Walker Asset Management, LLC
75,716$1.4M0.7%CoreVery LowSpringfield, MO2026-10-13
Sutton Place Investors LLC
74,589$1.4M0.6%ETFLowArmonk, NY2026-10-20
Wedbush Securities Inc
73,970$1.4M0.1%CoreLowPasadena, CA2026-10-22
Merkkuri Wealth Advisors LLC
70,366$1.3M0.8%ETFMediumHicksville, NY2026-11-03
Platform Technology Partners
66,986$1.2M0.2%CoreVery LowLocust Valley, NY2026-11-02
Fifth Third Securities, Inc.
65,698$1.2M0.1%ETFLowCincinnati, OH2026-10-21
United Capital Management of KS, Inc.
57,290$1.1M0.1%GrowthMediumSalina, KS2026-11-04
Kestra Private Wealth Services, LLC
55,359$1.0M0.0%GrowthLowAustin, TX2026-10-30
Greenwood Capital Associates LLC
54,431$1.0M0.1%CoreMediumGreenwood, SC2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
54,110$997.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Pinnacle Financial Group, LLC / IL
52,886$975.2K0.2%ETFVery LowWestern Springs, IL2026-10-29
QP Wealth Management, LLC
51,608$951.7K1.4%GrowthHighBoca Raton, FL2026-10-20
Compass Financial Management LLC
51,485$949.4K0.1%CoreN/ATampa, FL2026-10-30
Beacon Financial Advisory LLC
50,325$928.0K0.2%ETFLowCleveland, OH2026-10-16
IFP Advisors, Inc
50,017$922.3K0.0%GrowthLowTampa, FL2026-10-16
Magnus Financial Group LLC
49,282$908.8K0.1%ETFLowNew York, NY2026-10-21
Integrity Alliance, Llc.
47,702$879.6K0.0%ETFMediumUrbandale, IA2026-10-29
Assetmark, Inc
43,138$795.5K0.0%ETFLowConcord, CA2026-10-21
Shelton Wealth Management, LLC
42,799$789.2K0.3%GrowthMediumFort Worth, TX2026-10-16
Wealthcare Advisory Partners LLC
42,194$778.1K0.0%ETFLowWest Chester, PA2026-10-21
Partners Wealth Management, LLC
36,001$663.9K0.1%CoreLowCarmel By The Sea, CA2026-10-28
American Institute for Advanced Investment Management, LLP
35,715$658.6K0.4%ETFLowScottsdale, AZ2026-11-03
Kestra Advisory Services, LLC
35,472$654.1K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
35,173$651.7K0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
35,000$645.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Elevation Wealth Partners, LLC
31,829$586.9K0.2%ETFLowWalnut Creek, CA2026-10-07
RFG Advisory, LLC
31,046$572.5K0.0%ETFMediumBirmingham, AL2026-11-03
Capital Advisors Wealth Management, LLC
30,928$570.3K0.1%ETFLowYakima, WA2026-10-09
Sovran Advisors, LLC
29,716$549.2K0.0%ETFMediumSan Diego, CA2026-11-02
Flagstar Securities, Inc
29,598$545.8K0.2%ETFVery LowNew York, NY2026-10-15
Atria Investments, Inc
26,953$497.0K0.0%CoreMediumCharlotte, NC2026-10-15
Financial Partners Group, Inc
26,759$493.4K0.1%ETFLowOverland Park, KS2026-10-19
Winnacle Wealth LLC
25,093$462.7K0.3%CoreMediumWaco, TX2026-10-15
BXM Wealth LLC
25,000$461.0K0.2%GrowthLowEnglewood, CO2026-11-03
Apollon Wealth Management, LLC
24,925$459.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
LFA - Lugano Financial Advisors SA
24,000$442.6K0.3%ETFLowLugano, Switzerland2026-11-03
Princeton Global Asset Management LLC
21,896$403.8K0.1%GrowthLowPrinceton, NJ2026-10-21
Wagner Wealth Management, LLC
20,585$379.6K0.1%ETFLowGreenville, SC2026-10-21
Independent Wealth Network Inc.
19,569$360.9K0.1%ETFMediumUrbandale, IA2026-10-19
Maia Wealth LLC
19,373$357.2K0.0%ETFMediumDenver, CO2026-10-19
Capital Investment Advisory Services, LLC
19,104$352.3K0.0%CoreMediumRaleigh, NC2026-10-30
Oppenheimer & Co Inc
18,920$348.9K0.0%CoreLowNew York, NY2026-10-26
Lanark Financial, Inc.
18,590$342.8K0.0%CoreMediumBirmingham, AL2026-10-26
Main Line Retirement Advisors, LLC
18,241$336.4K0.1%ETFLowWhitefish, MT2026-10-14
Visionary Wealth Advisors
18,163$334.9K0.0%ETFLowO'Fallon, IL2026-11-04
Park Avenue Securities LLC
17,317$319.0K0.0%ETFMediumNew York, NY2026-10-26
Horizon Advisory Services, Inc.
17,181$316.8K0.1%ETFMediumWest Henrietta, NY2026-10-29
Spire Wealth Management
16,957$312.7K0.0%GrowthMediumMclean, VA2026-10-30
Orba Wealth Advisors, L.L.C.
16,393$302.3K0.3%ETFMediumChicago, IL2026-10-23
D.A. Davidson & Co.
14,027$258.7K0.0%CoreLowGreat Falls, MT2026-10-28
Private Trust Co NA
13,682$252.3K0.0%CoreLowCleveland, OH2026-10-20
Encompass More Asset Management
13,475$248.5K0.0%ETFHighDanville, CA2026-10-16
Integrated Advisors Network LLC
12,636$233.0K0.0%GrowthMediumDallas, TX2026-10-20
Concurrent Investment Advisors, LLC
12,247$225.8K0.0%GrowthMediumTampa, FL2026-10-16
J. L. Bainbridge & Co., Inc.
11,997$221.2K0.0%GrowthLowSarasota, FL2026-10-20
Accel Wealth Management
11,340$209.1K0.0%ETFLowWaverly, IA2026-10-13
G&S Capital LLC
10,520$194.0K0.1%CoreMediumDenver, CO2026-10-23
Independent Financial Group, LLC
10,438$192.5K0.0%GrowthLowSan Diego, CA2026-10-13
International Assets Investment Management, LLC
10,244$188.5K0.0%CoreVery HighOrlando, FL2026-11-02
Westco Advisory Services Inc
10,011$184.6K0.1%GrowthLowLynbrook, NY2026-10-14
Farther Finance Advisors, LLC
6,825$125.9K0.0%IndexLowSan Francisco, CA2026-10-08
Cullen T Bankers, Inc.
3,448$63.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Westside Investment Management, Inc.
1,500$27.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Ascentis Independent Advisors
1,100$20.3K0.0%ETFLowDallas, TX2026-11-03
Triumph Capital Management
500$9.2K0.0%ETFMediumDenver, CO2026-10-14
Latitude Advisors, LLC
158$2.9K0.0%ETFLowYorkville, IL2026-10-27
Signature Equity Partners, LLC
80$1.5K0.0%GrowthMediumColumbus, OH2026-10-29
GK Wealth Management LLC
76$1.4K0.0%GARPVery HighReno, NV2026-10-09
Toth Financial Advisory Corp
76$1.4K0.0%CoreLowLeesburg, VA2026-10-08
Creative Financial Designs Inc
51$9400.0%ETFMediumKokomo, IN2026-11-04
SBI Securities Co., Ltd.
15$2770.0%Agg GrowthLowTokyo, Mexico2026-10-22
Dhjj Financial Advisors, Ltd.
5$1010.0%ETFVery LowNaperville, IL2026-10-23
Allspring Global Investments Holdings, LLC
1$230.0%CoreMediumCharlotte, NC2026-11-04