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There is a long list of 151 institutional holders of FPEI within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FPEI by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FPEI table below,
the initial column indicates the name of each top institutional holder of FPEI, with a link to that fund's top holdings. The next columns
indicate the amount of FPEI stock held by each of the institutional holders of FPEI, followed by the FPEI position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 11,755,682 | $209,604 | 12/31/2023 | FPEI | 11,755,682 | $209,604 | 12/31/2023 | UBS Group AG | 6,423,576 | $114,532 | 12/31/2023 | FPEI | 6,423,576 | $114,532 | 12/31/2023 | Bank of America Corp DE | 4,177,298 | $74,481 | 12/31/2023 | FPEI | 4,177,298 | $74,481 | 12/31/2023 | Royal Bank of Canada | 3,372,824 | $60,137 | 12/31/2023 | FPEI | 3,372,824 | $60,137 | 12/31/2023 | LPL Financial LLC | 2,845,227 | $50,730 | 12/31/2023 | FPEI | 2,845,227 | $50,730 | 12/31/2023 | Smith Chas P & Associates PA Cpas | 2,103,853 | $38,332 | 03/31/2024 | FPEI | 2,103,853 | $38,332 | 03/31/2024 | Jane Street Group LLC | 1,071,022 | $19,096 | 12/31/2023 | FPEI | 1,071,022 | $19,096 | 12/31/2023 | Citizens Business Bank | 979,784 | $17,852 | 03/31/2024 | FPEI | 979,784 | $17,852 | 03/31/2024 | Essex LLC | 897,789 | $16,008 | 12/31/2023 | FPEI | 897,789 | $16,008 | 12/31/2023 | Envestnet Asset Management Inc. | 853,024 | $15,209 | 12/31/2023 | FPEI | 853,024 | $15,209 | 12/31/2023 | Key Financial Inc | 832,976 | $14,852 | 12/31/2023 | FPEI | 832,976 | $14,852 | 12/31/2023 | Miracle Mile Advisors LLC | 787,354 | $14,346 | 03/31/2024 | FPEI | 787,354 | $14,346 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 784,596 | $14,295 | 03/31/2024 | FPEI | 784,596 | $14,295 | 03/31/2024 | Truist Financial Corp | 677,444 | $12,079 | 12/31/2023 | FPEI | 677,444 | $12,079 | 12/31/2023 | Renaissance Technologies LLC | 645,100 | $11,502 | 12/31/2023 | FPEI | 645,100 | $11,502 | 12/31/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 620,000 | $11,055 | 12/31/2023 | FPEI | 620,000 | $11,055 | 12/31/2023 | Adamsbrown Wealth Consultants LLC | 586,318 | $10,454 | 12/31/2023 | FPEI | 586,318 | $10,454 | 12/31/2023 | Janney Montgomery Scott LLC | 552,944 | $9,859 | 12/31/2023 | FPEI | 552,944 | $9,859 | 12/31/2023 | Raymond James & Associates | 515,048 | $9,384 | 03/31/2024 | FPEI | 515,048 | $9,384 | 03/31/2024 | Advisor Group Holdings Inc. | 476,628 | $8,498 | 12/31/2023 | FPEI | 476,628 | $8,498 | 12/31/2023 | Elevated Capital Advisors LLC | 410,223 | $7,474 | 03/31/2024 | FPEI | 410,223 | $7,474 | 03/31/2024 | JPMorgan Chase & Co. | 312,106 | $5,565 | 12/31/2023 | FPEI | 312,106 | $5,565 | 12/31/2023 | Stifel Financial Corp | 258,879 | $4,616 | 12/31/2023 | FPEI | 258,879 | $4,616 | 12/31/2023 | Commonwealth Equity Services LLC | 251,580 | $4,486 | 12/31/2023 | FPEI | 251,580 | $4,486 | 12/31/2023 | Signature Securities Group Corporation | 246,072 | $4,483 | 03/31/2024 | FPEI | 246,072 | $4,483 | 03/31/2024 | First Trust Advisors LP | 239,655 | $4,273 | 12/31/2023 | FPEI | 239,655 | $4,273 | 12/31/2023 | Integral Investment Advisors Inc. | 226,395 | $4,037 | 12/31/2023 | FPEI | 226,395 | $4,037 | 12/31/2023 | Beacon Financial Group | 203,245 | $3,624 | 12/31/2023 | FPEI | 203,245 | $3,624 | 12/31/2023 | G&S Capital LLC | 186,976 | $3,407 | 03/31/2024 | FPEI | 186,976 | $3,407 | 03/31/2024 | Kingsview Wealth Management LLC | 183,751 | $3,276 | 12/31/2023 | FPEI | 183,751 | $3,276 | 12/31/2023 | Welch & Forbes LLC | 176,424 | $3,146 | 12/31/2023 | FPEI | 176,424 | $3,146 | 12/31/2023 | Shelton Wealth Management LLC | 171,378 | $3,056 | 12/31/2023 | FPEI | 171,378 | $3,056 | 12/31/2023 | 1776 Wealth LLC | 167,040 | $2,978 | 12/31/2023 | FPEI | 167,040 | $2,978 | 12/31/2023 | Rockefeller Capital Management L.P. | 161,006 | $2,871 | 12/31/2023 | FPEI | 161,006 | $2,871 | 12/31/2023 | Baird Financial Group Inc. | 152,791 | $2,724 | 12/31/2023 | FPEI | 152,791 | $2,724 | 12/31/2023 | ZRC Wealth Management LLC | 137,218 | $2,500 | 03/31/2024 | FPEI | 137,218 | $2,500 | 03/31/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 125,672 | $2,290 | 03/31/2024 | FPEI | 125,672 | $2,290 | 03/31/2024 | Vista Investment Management | 123,256 | $2,198 | 12/31/2023 | FPEI | 123,256 | $2,198 | 12/31/2023 | STA Wealth Management LLC | 120,897 | $2,156 | 12/31/2023 | FPEI | 120,897 | $2,156 | 12/31/2023 | Private Advisor Group LLC | 120,565 | $2,150 | 12/31/2023 | FPEI | 120,565 | $2,150 | 12/31/2023 | Wedbush Securities Inc. | 117,681 | $2,098 | 12/31/2023 | FPEI | 117,681 | $2,098 | 12/31/2023 | Sutton Place Investors LLC | 112,110 | $2,043 | 03/31/2024 | FPEI | 112,110 | $2,043 | 03/31/2024 | Platform Technology Partners | 107,968 | $1,945 | 12/31/2023 | FPEI | 107,968 | $1,945 | 12/31/2023 | ICA Group Wealth Management LLC | 106,445 | $1,898 | 12/31/2023 | FPEI | 106,445 | $1,898 | 12/31/2023 | Cetera Advisor Networks LLC | 104,598 | $1,865 | 12/31/2023 | FPEI | 104,598 | $1,865 | 12/31/2023 | Financial Advocates Investment Management | 92,957 | $1,657 | 12/31/2023 | FPEI | 92,957 | $1,657 | 12/31/2023 | Peterson Wealth Management | 92,016 | $1,641 | 12/31/2023 | FPEI | 92,016 | $1,641 | 12/31/2023 | Walker Asset Management LLC | 89,855 | $1,637 | 03/31/2024 | FPEI | 89,855 | $1,637 | 03/31/2024 | Cetera Advisors LLC | 90,820 | $1,619 | 12/31/2023 | FPEI | 90,820 | $1,619 | 12/31/2023 | HighTower Advisors LLC | 87,620 | $1,563 | 12/31/2023 | FPEI | 87,620 | $1,563 | 12/31/2023 |
See All: Funds Holding FPEI
See Details: Top 10 Hedge Funds Holding FPEI
Also See: FPEI Holdings Changes
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