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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
367,788
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.84%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
358,418
shares
|
$6.95 Million
2.05% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
357,518
shares
|
$6.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
355,500
shares
|
$6.89 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
340,115
shares
|
$6.59 Million
0.17% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
328,185
shares
|
$6.36 Million
0.01% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
323,582
shares
|
$6.27 Million
0.11% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
280,634
shares
|
$5.44 Million
0.1% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
268,006
shares
|
$5.19 Million
1.93% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
239,103
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Added 26.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
232,941
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Added 68.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
198,084
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
195,683
shares
|
$3.79 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
190,306
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
174,067
shares
|
$3.37 Million
0.07% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
173,436
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
165,222
shares
|
$3.2 Million
0.44% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
164,128
shares
|
$3.18 Million
1.14% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
162,584
shares
|
$3.15 Million
0.16% of portfolio
|
Q3 2025
Added 29.93%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
158,332
shares
|
$3.07 Million
1.32% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
145,856
shares
|
$2.83 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
139,951
shares
|
$2.71 Million
1.43% of portfolio
|
Q3 2025
Added 1013.37%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
137,592
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 48.54%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
136,570
shares
|
$2.65 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
129,363
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.13%
|
|