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 168 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $969 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
11,636,106
shares
|
$219 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,368,621
shares
|
$139 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,522,123
shares
|
$85.1 Million
0.01% of portfolio
|
Q2 2024
Added 2.38%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,083,417
shares
|
$58 Million
0.01% of portfolio
|
Q2 2024
Added 1.15%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,835,054
shares
|
$53.3 Million
0.03% of portfolio
|
Q2 2024
Added 14.26%
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Aug 13, 2024 Q2 2024 |
2,117,629
shares
|
$39.8 Million
2.31% of portfolio
|
Q2 2024
Added 1585.04%
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 29, 2024 Q2 2024 |
2,117,629
shares
|
$39.8 Million
2.31% of portfolio
|
Q2 2024
Added 0.65%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,388,483
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2024
Added 8.5%
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
973,616
shares
|
$18.3 Million
3.89% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
893,857
shares
|
$16.8 Million
3.99% of portfolio
|
Q2 2024
Added 1.28%
|
|
Essex LLC
|
Jul 22, 2024 Q2 2024 |
884,401
shares
|
$16.6 Million
3.71% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
771,945
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
764,290
shares
|
$14.4 Million
0.02% of portfolio
|
Q2 2024
Added 4.16%
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 12, 2024 Q2 2024 |
620,659
shares
|
$11.7 Million
4.45% of portfolio
|
Q2 2024
Added 0.52%
|
|
Fukoku Mutual Life Insurance CO
|
Aug 01, 2024 Q2 2024 |
620,000
shares
|
$11.7 Million
0.88% of portfolio
|
Q3 2023
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
603,844
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
511,074
shares
|
$9.61 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
446,120
shares
|
$8.39 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
416,872
shares
|
$7.84 Million
0.02% of portfolio
|
Q2 2024
Added 0.21%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
408,411
shares
|
$7.68 Million
2.2% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
396,006
shares
|
$7.45 Million
0.02% of portfolio
|
Q2 2024
Added 8.8%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
349,400
shares
|
$6.57 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.73%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
308,839
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2024
Reduced 73.6%
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
262,072
shares
|
$4.93 Million
1.34% of portfolio
|
Q2 2024
Added 6.5%
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
261,761
shares
|
$4.92 Million
1.8% of portfolio
|
Q2 2024
Reduced 2.12%
|