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 192 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
371,048
shares
|
$7.11 Million
0.01% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
324,397
shares
|
$6.21 Million
0.16% of portfolio
|
Q2 2025
Added 202.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
300,449
shares
|
$5.75 Million
0.11% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
289,017
shares
|
$5.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
267,359
shares
|
$5.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 40.84%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
265,973
shares
|
$5.09 Million
1.98% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
264,187
shares
|
$5.06 Million
0.1% of portfolio
|
Q2 2025
Added 419.44%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
262,064
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
202,340
shares
|
$3.87 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
200,050
shares
|
$3.83 Million
1.07% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
192,208
shares
|
$3.68 Million
1.44% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
188,336
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
182,918
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
176,044
shares
|
$3.37 Million
0.18% of portfolio
|
Q2 2025
Added 138.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
172,601
shares
|
$3.31 Million
0.02% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$3.06 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
158,831
shares
|
$3.04 Million
0.12% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
157,472
shares
|
$3.02 Million
1.35% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
151,555
shares
|
$2.9 Million
0.06% of portfolio
|
Q2 2025
Added 231.78%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
148,917
shares
|
$2.85 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
147,563
shares
|
$2.83 Million
0.44% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
146,708
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
138,271
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
132,378
shares
|
$2.54 Million
1.08% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
127,429
shares
|
$2.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.16%
|