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 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,004,907
shares
|
$280 Million
0.02% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,945,518
shares
|
$148 Million
0.03% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,946,261
shares
|
$92.2 Million
0.01% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,930,814
shares
|
$54.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,877,129
shares
|
$53.7 Million
0.03% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
2,119,336
shares
|
$39.5 Million
2.28% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,033,325
shares
|
$37.9 Million
0.01% of portfolio
|
Q3 2024
Added 46.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,887,542
shares
|
$35.2 Million
0.24% of portfolio
|
Q3 2024
Added 2270.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,069,020
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,023,994
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2024
Added 33.98%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
973,616
shares
|
$18.2 Million
3.9% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
968,389
shares
|
$18.1 Million
4.14% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
933,926
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2024
Added 202.4%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
877,239
shares
|
$16.4 Million
3.47% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
774,564
shares
|
$14.4 Million
0.04% of portfolio
|
Q3 2024
Added 28.27%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
658,323
shares
|
$12.3 Million
4.37% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
621,982
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Added 49.2%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
620,000
shares
|
$11.6 Million
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
617,850
shares
|
$11.5 Million
0.24% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
545,161
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Added 56.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
507,421
shares
|
$9.46 Million
0.02% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
490,573
shares
|
$9.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
406,304
shares
|
$7.58 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
330,093
shares
|
$6.16 Million
0.04% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
317,864
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Added 28.94%
|