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 190 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
125,602
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
125,133
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2025
Added 29.05%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.4 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
123,022
shares
|
$2.39 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
121,099
shares
|
$2.36 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
120,914
shares
|
$2.35 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
119,647
shares
|
$2.33 Million
1.43% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
115,827
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.67%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
114,675
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
109,750
shares
|
$2.13 Million
0.29% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
107,361
shares
|
$2.09 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
102,135
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.79%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
98,297
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
91,645
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
81,808
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
80,700
shares
|
$1.57 Million
0.69% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
78,721
shares
|
$1.53 Million
0.94% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
77,873
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
75,478
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
72,505
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
71,759
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
70,163
shares
|
$1.36 Million
0.39% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
67,867
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
67,214
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 87.62%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
66,499
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.69%
|