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 177 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
317,864
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
304,616
shares
|
$5.7 Million
1.51% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
282,433
shares
|
$5.28 Million
1.49% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
267,082
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
264,352
shares
|
$4.95 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
255,039
shares
|
$4.77 Million
0.1% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
241,887
shares
|
$4.53 Million
1.83% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
191,162
shares
|
$3.58 Million
1.51% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
175,630
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$2.99 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
157,219
shares
|
$2.94 Million
1.57% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
154,750
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
153,272
shares
|
$2.87 Million
1.37% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
148,215
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
145,874
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
141,213
shares
|
$2.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
138,360
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Added 121.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
137,257
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
134,694
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 63.29%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
133,716
shares
|
$2.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
132,091
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
128,572
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 72.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
127,125
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
124,726
shares
|
$2.33 Million
1.77% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.31 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|