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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
374,347
shares
|
$7 Million
2.28% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
358,232
shares
|
$6.7 Million
0.01% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
357,513
shares
|
$6.69 Million
1.75% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
313,105
shares
|
$5.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
282,071
shares
|
$5.27 Million
0.21% of portfolio
|
Q1 2025
Added 165.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
274,930
shares
|
$5.14 Million
0.11% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
256,770
shares
|
$4.8 Million
1.98% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
242,909
shares
|
$4.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
205,329
shares
|
$3.84 Million
1.68% of portfolio
|
Q1 2025
Added 33.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
195,223
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
184,895
shares
|
$3.46 Million
1.49% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
182,290
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
165,722
shares
|
$3.1 Million
1.73% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
164,999
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
161,296
shares
|
$3.02 Million
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$2.99 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
157,523
shares
|
$2.95 Million
1.83% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
151,948
shares
|
$2.84 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
149,203
shares
|
$2.79 Million
0.08% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
149,037
shares
|
$2.79 Million
0.1% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
147,088
shares
|
$2.75 Million
0.53% of portfolio
|
Q1 2025
Added 227.45%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
146,708
shares
|
$2.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
137,257
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
135,422
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
133,281
shares
|
$2.49 Million
1.04% of portfolio
|
Q1 2025
New holding
|