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 204 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
16,561,025
shares
|
$321 Million
0.02% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,827,172
shares
|
$171 Million
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,774,138
shares
|
$92.5 Million
0.02% of portfolio
|
Q2 2025
Added 30.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,544,959
shares
|
$88.1 Million
0.01% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,269,996
shares
|
$82.8 Million
0.03% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,478,933
shares
|
$48 Million
0.23% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,806,383
shares
|
$35 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,653,787
shares
|
$32.1 Million
0.33% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,647,445
shares
|
$31.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
1,568,581
shares
|
$30.4 Million
7.06% of portfolio
|
Q3 2025
Added 14194.91%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
1,390,674
shares
|
$27 Million
2.33% of portfolio
|
Q3 2025
Reduced 39.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,313,802
shares
|
$25.5 Million
0.04% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,259,000
shares
|
$24.4 Million
1.51% of portfolio
|
Q3 2025
Added 103.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,069,020
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
969,212
shares
|
$18.8 Million
0.26% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
903,544
shares
|
$17.5 Million
0.5% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
787,364
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
680,269
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
678,086
shares
|
$13.1 Million
2.77% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
648,089
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
588,031
shares
|
$11.4 Million
3.18% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
490,573
shares
|
$9.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
436,430
shares
|
$8.46 Million
2.68% of portfolio
|
Q3 2025
Reduced 49.43%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
420,900
shares
|
$8.16 Million
1.54% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
404,680
shares
|
$7.84 Million
0.28% of portfolio
|
Q3 2025
Added 100.0%
|
|