FPEI · Insider trading · 13F holders · Congress trades
First Trust Institut ional PreferredSecurities and Income E TF (FPEI)
Who is buying and selling FPEI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 37
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
FPEI at a glance
- No open-market insider purchases or sales of FPEI were filed in the last 90 days.
- 37 13F filers hold FPEI among their 50 largest positions, worth $257.8M combined. The biggest bets by portfolio weight are Montis Financial, LLC (7.5%), Westview Management dba Westview Investment Advisors (3.2%) and Integral Investment Advisors, Inc. (2.6%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
- Members of Congress have disclosed 1 FPEI trade since 2021, 1 purchase and 0 sales in the past year; the latest was Steve Cohen (D-TN), buying $50K–100K on Nov 18, 2021.
- FPEI last closed at $18.47 on Oct 30, 2026.
FPEI insider trading
No open-market insider purchases or sales of FPEI were filed in the last 90 days.
Who owns FPEI? Hedge funds and superinvestors
37 13F filers hold FPEI among their 50 largest positions, worth $257.8M combined. The biggest bets by portfolio weight are Montis Financial, LLC (7.5%), Westview Management dba Westview Investment Advisors (3.2%) and Integral Investment Advisors, Inc. (2.6%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Smith Chas P & Associates Pa CpasInvestment manager | 2.2% | $44.7M | 2,410,152 | +1.5% shares | Q3 2026 |
| Montis Financial, LLCWealth manager | 7.5% | $36.7M | 1,903,858 | +4.8% shares | Q2 2026 |
| Legacy Edge Advisors, LLCWealth manager | 2.2% | $24.3M | 1,261,093 | +3.9% shares | Q2 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CoInsurance company | 1.4% | $24.3M | 1,259,000 | +0.0% shares | Q2 2026 |
| Fiduciary Financial AdvisorsWealth manager | 1.2% | $12.2M | 632,338 | — | Q2 2026 |
| Integral Investment Advisors, Inc.Wealth manager | 2.6% | $12.0M | 623,023 | +1.3% shares | Q2 2026 |
| Essex LLCWealth manager | 1.8% | $11.8M | 641,282 | -1.0% shares | Q3 2026 |
| McAdam, LLCWealth manager | 0.3% | $9.1M | 494,468 | -8.3% shares | Q3 2026 |
| Legacy CG, LLCWealth manager | 2.1% | $8.3M | 431,768 | +3.9% shares | Q2 2026 |
| Elevated Capital Advisors, LLCWealth manager | 2.0% | $7.2M | 372,937 | +1.5% shares | Q2 2026 |
| Key Financial IncWealth manager | 1.2% | $7.1M | 368,269 | -6.9% shares | Q2 2026 |
| Westview Management dba Westview Investment AdvisorsWealth manager | 3.2% | $6.6M | 343,661 | -3.2% shares | Q2 2026 |
| Vista Investment ManagementWealth manager | 1.7% | $5.7M | 295,710 | +5.7% shares | Q2 2026 |
| Synergy Investment Management, LLCWealth manager | 1.3% | $5.4M | 282,341 | +35.6% shares | Q2 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 0.9% | $5.0M | 273,082 | -1.9% shares | Q3 2026 |
| Victory Financial Group, LLCWealth manager | 0.4% | $4.0M | 216,817 | +6.5% shares | Q3 2026 |
| Flynn Zito Capital Management, LLCWealth manager | 1.0% | $3.5M | 181,273 | +6.3% shares | Q2 2026 |
| Vaquero Private Wealth, LtdWealth manager | 0.7% | $3.3M | 177,767 | — | Q3 2026 |
| Marshall Investment Management, LLCWealth manager | 1.2% | $3.0M | 155,197 | -2.0% shares | Q2 2026 |
| True Blue Financial, LLCWealth manager | 1.0% | $2.7M | 147,412 | +18.2% shares | Q3 2026 |
| 1776 Wealth LLCWealth manager | 0.8% | $2.4M | 124,420 | -0.3% shares | Q2 2026 |
| Winebrenner Capital Management LLCWealth manager | 1.5% | $2.3M | 125,234 | +4.9% shares | Q3 2026 |
| Veridan Wealth LLCWealth manager | 0.8% | $2.3M | 117,893 | -7.9% shares | Q2 2026 |
| StoneCrest Wealth Management, Inc.Wealth manager | 0.6% | $2.0M | 103,531 | -1.9% shares | Q2 2026 |
| Investment Partners Asset Management, Inc.Wealth manager | 1.0% | $1.9M | 101,534 | +22.7% shares | Q3 2026 |
| Walker Asset Management, LLCWealth manager | 0.7% | $1.4M | 75,716 | +0.0% shares | Q3 2026 |
| Sutton Place Investors LLCWealth manager | 0.6% | $1.4M | 74,589 | +6.3% shares | Q3 2026 |
| Lakeridge Wealth Management LLCWealth manager | 0.5% | $1.3M | 69,006 | -5.7% shares | Q2 2026 |
| Merkkuri Wealth Advisors LLCWealth manager | 0.8% | $1.3M | 67,046 | -12.8% shares | Q2 2026 |
| Plotkin Financial Advisors, LLCWealth manager | 0.4% | $1.1M | 55,446 | +14.9% shares | Q2 2026 |
The 30 largest of 37 positions, by value. Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 23). Screen FPEI in the grand portfolio →
FPEI stock trades by members of Congress
Members of Congress have disclosed 1 FPEI trade since 2021, 1 purchase and 0 sales in the past year; the latest was Steve Cohen (D-TN), buying $50K–100K on Nov 18, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 7, 2021 | Steve CohenD-TN · House | Buy | $50K–100K | Nov 18, 2021 | -10.1% |
FPEI questions and answers
Are insiders buying FPEI stock?
No open-market insider purchases or sales of FPEI were filed in the last 90 days.
Which hedge funds own FPEI?
37 13F filers hold FPEI among their 50 largest positions, worth $257.8M combined. The biggest bets by portfolio weight are Montis Financial, LLC (7.5%), Westview Management dba Westview Investment Advisors (3.2%) and Integral Investment Advisors, Inc. (2.6%). In their latest 13Fs, 0 managers opened a new position and 10 added to one.
Has Congress traded FPEI?
Members of Congress have disclosed 1 FPEI trade since 2021, 1 purchase and 0 sales in the past year; the latest was Steve Cohen (D-TN), buying $50K–100K on Nov 18, 2021.
Who is the largest holder of FPEI?
Among 13F filers, Smith Chas P & Associates Pa Cpas reports the largest FPEI position, $44.7M (2,410,152 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Montis Financial, LLC's: 7.5% of its portfolio.
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