FPEI

First Trust Institutional Pr

Latest period2026 - Q1Total superinvestors208

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 208 superinvestors own shares of First Trust Institutional Pr (FPEI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Institutional Pr (FPEI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Institutional Pr (FPEI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Institutional Pr (FPEI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 7.52%
0.03%
$378.687M
19.931M shares@ 19.01 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 8.83%
0.03%
$186.15M
9.797M shares@ 19.0 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 29.34%
0.01%
$114.33M
6.017M shares@ 19.01 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 7%
0.02%
$102.128M
5.375M shares@ 19.0 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -1.64%
0.03%
$81.392M
4.284M shares@ 19.0 avg price
LEILA SHAVER@Smith Chas P & Associates Pa Cpas
Recent Activity
Increased 1.87%
2.5%
$46.071M
2.425M shares@ 19.0 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 13%
0.02%
$39.456M
2.077M shares@ 19.01 avg price
Adrian Ketri@Montis Financial, Llc
Recent Activity
Increased 4.69%
7.14%
$34.519M
1.817M shares@ 19.01 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -16.74%
0.01%
$30.168M
1.588M shares@ 19.0 avg price
Caroline D. Hoang@Truist Financial Corp
Recent Activity
Increased 8.1%
0.04%
$27.882M
1.467M shares@ 19.01 avg price

1-10 of 208