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 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
16,874,398
shares
|
$316 Million
0.02% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,562,892
shares
|
$160 Million
0.03% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,616,336
shares
|
$86.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,837,937
shares
|
$71.8 Million
0.03% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,334,754
shares
|
$62.4 Million
0.01% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,463,341
shares
|
$46.1 Million
0.02% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,247,632
shares
|
$42 Million
0.26% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
2,242,842
shares
|
$41.9 Million
2.44% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,784,921
shares
|
$33.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,461,605
shares
|
$27.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,443,703
shares
|
$27 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,112,715
shares
|
$20.8 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
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
937,794
shares
|
$17.5 Million
3.91% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
824,341
shares
|
$15.4 Million
5.05% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
805,961
shares
|
$15.1 Million
3.31% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
764,902
shares
|
$14.3 Million
0.03% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
757,132
shares
|
$14.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
693,419
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
620,000
shares
|
$11.6 Million
0.87% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
574,115
shares
|
$10.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
490,573
shares
|
$9.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
451,904
shares
|
$8.45 Million
0.06% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
425,614
shares
|
$7.96 Million
2.61% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
424,465
shares
|
$7.94 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.13%
|