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 164 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
246,519
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2024
Added 5.73%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
230,627
shares
|
$4.32 Million
0.03% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
230,013
shares
|
$4.31 Million
1.78% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
220,768
shares
|
$4.14 Million
0.1% of portfolio
|
Q2 2024
Added 10.15%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
178,813
shares
|
$3.35 Million
0.66% of portfolio
|
Q3 2024
Added 61.57%
|
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
175,630
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
169,942
shares
|
$3.19 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
166,571
shares
|
$3.12 Million
1.36% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
160,643
shares
|
$3.01 Million
1.39% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$3 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
157,714
shares
|
$2.96 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
155,050
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
154,750
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
148,022
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
138,360
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Added 121.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
133,779
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2024
Added 387.84%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
133,436
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.32 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
122,886
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
114,995
shares
|
$2.16 Million
1.37% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 09, 2024 Q2 2024 |
109,263
shares
|
$2.05 Million
1.25% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
103,805
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
102,221
shares
|
$1.92 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
97,910
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
89,815
shares
|
$1.68 Million
0.58% of portfolio
|
Q2 2024
Reduced 16.81%
|