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Funds Holding FPEI

On this page, we present all of the funds holding FPEI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FPEI, with a link to that fund's top holdings. The next columns indicate the amount of FPEI stock held by each of the funds holding FPEI, followed by the FPEI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 151 funds holding FPEI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FPEI), click the fund name in the "Holder" column of the funds-holding-FPEI table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley11,755,682$209,604 12/31/2023
     FPEI11,755,682$209,604 12/31/2023
UBS Group AG6,423,576$114,532 12/31/2023
     FPEI6,423,576$114,532 12/31/2023
Bank of America Corp DE4,177,298$74,481 12/31/2023
     FPEI4,177,298$74,481 12/31/2023
Royal Bank of Canada3,372,824$60,137 12/31/2023
     FPEI3,372,824$60,137 12/31/2023
LPL Financial LLC2,845,227$50,730 12/31/2023
     FPEI2,845,227$50,730 12/31/2023
Smith Chas P & Associates PA Cpas2,029,706$36,190 12/31/2023
     FPEI2,029,706$36,190 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.2,029,706$36,190 12/31/2023
     FPEI2,029,706$36,190 12/31/2023
Jane Street Group LLC1,071,022$19,096 12/31/2023
     FPEI1,071,022$19,096 12/31/2023
Citizens Business Bank979,784$17,852 03/31/2024
     FPEI979,784$17,852 03/31/2024
Essex LLC897,789$16,008 12/31/2023
     FPEI897,789$16,008 12/31/2023
Envestnet Asset Management Inc.853,024$15,209 12/31/2023
     FPEI853,024$15,209 12/31/2023
Key Financial Inc832,976$14,852 12/31/2023
     FPEI832,976$14,852 12/31/2023
Miracle Mile Advisors LLC787,354$14,346 03/31/2024
     FPEI787,354$14,346 03/31/2024
Raymond James Financial Services Advisors Inc.727,866$12,978 12/31/2023
     FPEI727,866$12,978 12/31/2023
Truist Financial Corp677,444$12,079 12/31/2023
     FPEI677,444$12,079 12/31/2023
Renaissance Technologies LLC645,100$11,502 12/31/2023
     FPEI645,100$11,502 12/31/2023
FUKOKU MUTUAL LIFE INSURANCE Co620,000$11,055 12/31/2023
     FPEI620,000$11,055 12/31/2023
Adamsbrown Wealth Consultants LLC586,318$10,454 12/31/2023
     FPEI586,318$10,454 12/31/2023
Janney Montgomery Scott LLC552,944$9,859 12/31/2023
     FPEI552,944$9,859 12/31/2023
Raymond James & Associates495,767$8,840 12/31/2023
     FPEI495,767$8,840 12/31/2023
Advisor Group Holdings Inc.476,628$8,498 12/31/2023
     FPEI476,628$8,498 12/31/2023
Elevated Capital Advisors LLC410,223$7,474 03/31/2024
     FPEI410,223$7,474 03/31/2024
Cherry Creek Investment Advisors Inc.345,586$5,833 12/31/2023
     FPEI345,586$5,833 12/31/2023
JPMorgan Chase & Co.312,106$5,565 12/31/2023
     FPEI312,106$5,565 12/31/2023
Stifel Financial Corp258,879$4,616 12/31/2023
     FPEI258,879$4,616 12/31/2023
Commonwealth Equity Services LLC251,580$4,486 12/31/2023
     FPEI251,580$4,486 12/31/2023
Signature Securities Group Corporation246,072$4,483 03/31/2024
     FPEI246,072$4,483 03/31/2024
First Trust Advisors LP239,655$4,273 12/31/2023
     FPEI239,655$4,273 12/31/2023
Integral Investment Advisors Inc.226,395$4,037 12/31/2023
     FPEI226,395$4,037 12/31/2023
Beacon Financial Group203,245$3,624 12/31/2023
     FPEI203,245$3,624 12/31/2023
G&S Capital LLC186,976$3,407 03/31/2024
     FPEI186,976$3,407 03/31/2024
Kingsview Wealth Management LLC183,751$3,276 12/31/2023
     FPEI183,751$3,276 12/31/2023
Welch & Forbes LLC176,424$3,146 12/31/2023
     FPEI176,424$3,146 12/31/2023
Shelton Wealth Management LLC171,378$3,056 12/31/2023
     FPEI171,378$3,056 12/31/2023
1776 Wealth LLC167,040$2,978 12/31/2023
     FPEI167,040$2,978 12/31/2023
Rockefeller Capital Management L.P.161,006$2,871 12/31/2023
     FPEI161,006$2,871 12/31/2023
Baird Financial Group Inc.152,791$2,724 12/31/2023
     FPEI152,791$2,724 12/31/2023
ZRC Wealth Management LLC155,895$2,632 12/31/2023
     FPEI155,895$2,632 12/31/2023
Vista Investment Management123,256$2,198 12/31/2023
     FPEI123,256$2,198 12/31/2023
STA Wealth Management LLC120,897$2,156 12/31/2023
     FPEI120,897$2,156 12/31/2023
Private Advisor Group LLC120,565$2,150 12/31/2023
     FPEI120,565$2,150 12/31/2023
Wedbush Securities Inc.117,681$2,098 12/31/2023
     FPEI117,681$2,098 12/31/2023
Sutton Place Investors LLC112,110$1,999 12/31/2023
     FPEI112,110$1,999 12/31/2023
Platform Technology Partners107,968$1,945 12/31/2023
     FPEI107,968$1,945 12/31/2023
ICA Group Wealth Management LLC106,445$1,898 12/31/2023
     FPEI106,445$1,898 12/31/2023
Cetera Advisor Networks LLC104,598$1,865 12/31/2023
     FPEI104,598$1,865 12/31/2023
Financial Advocates Investment Management92,957$1,657 12/31/2023
     FPEI92,957$1,657 12/31/2023
Peterson Wealth Management92,016$1,641 12/31/2023
     FPEI92,016$1,641 12/31/2023
Walker Asset Management LLC89,855$1,637 03/31/2024
     FPEI89,855$1,637 03/31/2024
Cetera Advisors LLC90,820$1,619 12/31/2023
     FPEI90,820$1,619 12/31/2023
Cambridge Investment Research Advisors Inc.89,094$1,589 12/31/2023
     FPEI89,094$1,589 12/31/2023
HighTower Advisors LLC87,620$1,563 12/31/2023
     FPEI87,620$1,563 12/31/2023
Visionary Wealth Advisors86,607$1,544 12/31/2023
     FPEI86,607$1,544 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management85,003$1,516 12/31/2023
     FPEI85,003$1,516 12/31/2023
Princeton Global Asset Management LLC84,226$1,502 12/31/2023
     FPEI84,226$1,502 12/31/2023
Wealthcare Advisory Partners LLC78,064$1,422 03/31/2024
     FPEI78,064$1,422 03/31/2024
GWM Advisors LLC73,396$1,309 12/31/2023
     FPEI73,396$1,309 12/31/2023
Nations Financial Group Inc. IA ADV72,810$1,298 12/31/2023
     FPEI72,810$1,298 12/31/2023
United Capital Management of KS Inc.72,481$1,292 12/31/2023
     FPEI72,481$1,292 12/31/2023
Atria Wealth Solutions Inc.63,503$1,132 12/31/2023
     FPEI63,503$1,132 12/31/2023
Comerica Bank62,537$1,115 12/31/2023
     FPEI62,537$1,115 12/31/2023
RFG Advisory LLC57,031$1,039 03/31/2024
     FPEI57,031$1,039 03/31/2024
Arkadios Wealth Advisors57,971$1,034 12/31/2023
     FPEI57,971$1,034 12/31/2023
Gladstone Institutional Advisory LLC57,322$1,022 12/31/2023
     FPEI57,322$1,022 12/31/2023
Spire Wealth Management56,597$1,011 12/31/2023
     FPEI56,597$1,011 12/31/2023
Steward Partners Investment Advisory LLC55,256$985 12/31/2023
     FPEI55,256$985 12/31/2023
Jaffetilchin Investment Partners LLC50,906$908 12/31/2023
     FPEI50,906$908 12/31/2023
CWM LLC48,948$892 03/31/2024
     FPEI48,948$892 03/31/2024
Twin Peaks Wealth Advisors LLC49,374$880 12/31/2023
     FPEI49,374$880 12/31/2023
Magnus Financial Group LLC49,086$875 12/31/2023
     FPEI49,086$875 12/31/2023
Park Avenue Securities LLC46,397$845 03/31/2024
     FPEI46,397$845 03/31/2024
Phocas Financial Corp.44,110$804 03/31/2024
     FPEI44,110$804 03/31/2024
Maia Wealth LLC44,938$801 12/31/2023
     FPEI44,938$801 12/31/2023
Global Retirement Partners LLC43,135$768 12/31/2023
     FPEI43,135$768 12/31/2023
Western Wealth Management LLC42,360$755 12/31/2023
     FPEI42,360$755 12/31/2023
Kovack Advisors Inc.41,740$744 12/31/2023
     FPEI41,740$744 12/31/2023
Sigma Planning Corp38,790$692 12/31/2023
     FPEI38,790$692 12/31/2023
Harbour Investments Inc.38,370$684 12/31/2023
     FPEI38,370$684 12/31/2023
National Asset Management Inc.38,329$683 12/31/2023
     FPEI38,329$683 12/31/2023
Stratos Wealth Partners LTD.37,455$682 03/31/2024
     FPEI37,455$682 03/31/2024
IFP Advisors Inc37,452$668 12/31/2023
     FPEI37,452$668 12/31/2023
Forum Private Client Group LLC37,081$661 12/31/2023
     FPEI37,081$661 12/31/2023
Prospera Financial Services Inc35,946$641 12/31/2023
     FPEI35,946$641 12/31/2023
D.A. Davidson & CO.34,961$623 12/31/2023
     FPEI34,961$623 12/31/2023
MML Investors Services LLC34,016$607 12/31/2023
     FPEI34,016$607 12/31/2023
Inscription Capital LLC32,845$598 03/31/2024
     FPEI32,845$598 03/31/2024
GeoWealth Management LLC32,980$587 12/31/2023
     FPEI32,980$587 12/31/2023
SlateStone Wealth LLC30,000$535 12/31/2023
     FPEI30,000$535 12/31/2023
Lincoln National Corp29,819$532 12/31/2023
     FPEI29,819$532 12/31/2023
Clarus Wealth Advisors29,165$528 03/31/2024
     FPEI29,165$528 03/31/2024
We Are One Seven LLC28,443$507 12/31/2023
     FPEI28,443$507 12/31/2023
Global Assets Advisory LLC27,300$497 03/31/2024
     FPEI27,300$497 03/31/2024
Trustmark National Bank Trust Department26,309$469 12/31/2023
     FPEI26,309$469 12/31/2023
StoneX Group Inc.25,478$454 12/31/2023
     FPEI25,478$454 12/31/2023
LFA Lugano Financial Advisors SA24,000$428 12/31/2023
     FPEI24,000$428 12/31/2023
Koshinski Asset Management Inc.23,687$422 12/31/2023
     FPEI23,687$422 12/31/2023
Key Client Fiduciary Advisors LLC21,921$399 03/31/2024
     FPEI21,921$399 03/31/2024
Avantax Advisory Services Inc.22,056$393 12/31/2023
     FPEI22,056$393 12/31/2023
AFT Forsyth & Company Inc.21,872$390 12/31/2023
     FPEI21,872$390 12/31/2023
Kestra Private Wealth Services LLC20,729$370 12/31/2023
     FPEI20,729$370 12/31/2023
Virtue Capital Management LLC20,093$356 12/31/2023
     FPEI20,093$356 12/31/2023
Equitable Holdings Inc.19,423$346 12/31/2023
     FPEI19,423$346 12/31/2023
Benjamin F. Edwards & Company Inc.18,827$336 12/31/2023
     FPEI18,827$336 12/31/2023
McElhenny Sheffield Capital Management LLC17,693$322 03/31/2024
     FPEI17,693$322 03/31/2024
Kingswood Wealth Advisors LLC17,450$318 03/31/2024
     FPEI17,450$318 03/31/2024
HRT Financial LP17,790$317 12/31/2023
     FPEI17,790$317 12/31/2023
Wagner Wealth Management LLC17,750$316 12/31/2023
     FPEI17,750$316 12/31/2023
Mercer Global Advisors Inc. ADV17,614$314 12/31/2023
     FPEI17,614$314 12/31/2023
Citadel Advisors LLC17,584$314 12/31/2023
     FPEI17,584$314 12/31/2023
Concurrent Investment Advisors LLC17,058$304 12/31/2023
     FPEI17,058$304 12/31/2023
Cetera Investment Advisers16,757$299 12/31/2023
     FPEI16,757$299 12/31/2023
Dunhill Financial LLC16,445$293 12/31/2023
     FPEI16,445$293 12/31/2023
Smith Moore & CO.15,500$276 12/31/2023
     FPEI15,500$276 12/31/2023
Envestnet Portfolio Solutions Inc.15,158$270 12/31/2023
     FPEI15,158$270 12/31/2023
Mutual Advisors LLC14,610$260 12/31/2023
     FPEI14,610$260 12/31/2023
ARS Wealth Advisors Group LLC14,182$253 12/31/2023
     FPEI14,182$253 12/31/2023
Snowden Capital Advisors LLC14,203$253 12/31/2023
     FPEI14,203$253 12/31/2023
American Institute for Advanced Investment Management LLP13,900$248 12/31/2023
     FPEI13,900$248 12/31/2023
Greatmark Investment Partners Inc.13,400$239 12/31/2023
     FPEI13,400$239 12/31/2023
Marshall Financial Group LLC12,562$224 12/31/2023
     FPEI12,562$224 12/31/2023
Two Sigma Securities LLC12,225$218 12/31/2023
     FPEI12,225$218 12/31/2023
Ausdal Financial Partners Inc.11,862$216 03/31/2024
     FPEI11,862$216 03/31/2024
Castle Wealth Management LLC11,085$198 12/31/2023
     FPEI11,085$198 12/31/2023
Jacobi Capital Management LLC11,015$196 12/31/2023
     FPEI11,015$196 12/31/2023
AE Wealth Management LLC10,507$189 12/31/2023
     FPEI10,507$189 12/31/2023
SILVER OAK SECURITIES Inc10,371$185 12/31/2023
     FPEI10,371$185 12/31/2023
Csenge Advisory Group10,072$180 12/31/2023
     FPEI10,072$180 12/31/2023
Private Trust Co. NA9,620$172 12/31/2023
     FPEI9,620$172 12/31/2023
NBC Securities Inc.9,247$168 03/31/2024
     FPEI9,247$168 03/31/2024
Proequities Inc.5,002$89 12/31/2023
     FPEI5,002$89 12/31/2023
Benjamin Edwards Inc.4,120$73 12/31/2023
     FPEI4,120$73 12/31/2023
Paladin Advisory Group LLC4,032$72 12/31/2023
     FPEI4,032$72 12/31/2023
The PNC Financial Services Group Inc.2,543$45 12/31/2023
     FPEI2,543$45 12/31/2023
Raleigh Capital Management Inc.2,254$40 12/31/2023
     FPEI2,254$40 12/31/2023
AlphaMark Advisors LLC2,000$36 03/31/2024
     FPEI2,000$36 03/31/2024
Sound Income Strategies LLC1,711$31 03/31/2024
     FPEI1,711$31 03/31/2024
Westside Investment Management Inc.1,500$27 12/31/2023
     FPEI1,500$27 12/31/2023
Capital Investment Advisory Services LLC1,470$26 12/31/2023
     FPEI1,470$26 12/31/2023
Wells Fargo & Company MN979$17 12/31/2023
     FPEI979$17 12/31/2023
Aspire Private Capital LLC876$16 03/31/2024
     FPEI876$16 03/31/2024
Newbridge Financial Services Group Inc.750$13 12/31/2023
     FPEI750$13 12/31/2023
Colonial Trust Advisors672$12 12/31/2023
     FPEI672$12 12/31/2023
Toth Financial Advisory Corp543$10 03/31/2024
     FPEI543$10 03/31/2024
Principal Securities Inc.532$9 12/31/2023
     FPEI532$9 12/31/2023
Penserra Capital Management LLC420$7 12/31/2023
     FPEI420$7 12/31/2023
Geneos Wealth Management Inc.322$6 12/31/2023
     FPEI322$6 12/31/2023
EdgeRock Capital LLC227$4 12/31/2023
     FPEI227$4 12/31/2023
Northwestern Mutual Wealth Management Co.154$3 12/31/2023
     FPEI154$3 12/31/2023
Advisory Services Network LLC79$1 12/31/2023
     FPEI79$1 12/31/2023
DHJJ Financial Advisors Ltd.5$0 03/31/2024
     FPEI5$0 03/31/2024
New Millennium Group LLC12$0 12/31/2023
     FPEI12$0 12/31/2023
Creekmur Asset Management LLC1$0 12/31/2023
     FPEI1$0 12/31/2023

See Summary: Institutional Holders of FPEI
See Details: Top 10 Hedge Funds Holding FPEI
Also See: FPEI Holdings Changes

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