Institutional Ownership First Tr ETF Iii Instl Pfd Sec (FPEI)
This table provides information about the institutional ownership of First Tr ETF Iii Instl Pfd Sec (FPEI). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 66.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
15,797,940
shares
|
$290 Million
0.02% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,326,336
shares
|
$153 Million
0.03% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,491,690
shares
|
$82.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,518,452
shares
|
$64.5 Million
0.03% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,979,652
shares
|
$54.6 Million
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,463,341
shares
|
$45.2 Million
0.02% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
2,158,373
shares
|
$39.6 Million
2.32% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,040,509
shares
|
$37.4 Million
0.24% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,968,287
shares
|
$36.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,586,258
shares
|
$29.1 Million
0.0% of portfolio
|
Q4 2024
Added 69.85%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,443,703
shares
|
$26.5 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,112,715
shares
|
$20.4 Million
0.03% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,069,020
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
997,541
shares
|
$18.3 Million
3.58% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
824,341
shares
|
$15.1 Million
5.05% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
805,961
shares
|
$14.8 Million
3.31% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
799,857
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
766,385
shares
|
$14.1 Million
0.03% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
661,475
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
620,000
shares
|
$11.4 Million
0.87% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
582,266
shares
|
$10.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
490,573
shares
|
$9 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
465,283
shares
|
$8.53 Million
0.01% of portfolio
|
Q4 2024
Added 74.21%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
425,614
shares
|
$7.81 Million
2.61% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
424,465
shares
|
$7.78 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.13%
|