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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
125,602
shares
|
$2.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
125,133
shares
|
$2.4 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
|
$2.37 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
123,022
shares
|
$2.36 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
123,016
shares
|
$2.36 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
120,914
shares
|
$2.32 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
119,647
shares
|
$2.29 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
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.67%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
114,675
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
109,750
shares
|
$2.1 Million
0.29% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
107,361
shares
|
$2.06 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
102,135
shares
|
$1.96 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.79%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
98,297
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
82,211
shares
|
$1.57 Million
0.98% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
81,808
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
79,570
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
79,314
shares
|
$1.52 Million
0.69% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
77,873
shares
|
$1.49 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
|
$1.45 Million
0.1% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
72,505
shares
|
$1.39 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
71,759
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
70,163
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
69,558
shares
|
$1.33 Million
0.25% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
67,867
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
67,214
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 87.62%
|