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 164 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
88,419
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2024
Added 13.26%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
82,600
shares
|
$1.55 Million
0.23% of portfolio
|
Q2 2024
Added 49.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
82,488
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
82,390
shares
|
$1.54 Million
1.06% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
80,469
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
79,641
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
78,180
shares
|
$1.47 Million
0.31% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
75,090
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
74,497
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 24.75%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
74,385
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
72,290
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 51.94%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
71,771
shares
|
$1.35 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
71,642
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
65,692
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
United Capital Management Of Ks, Inc.
|
Jul 30, 2024 Q2 2024 |
63,183
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2024
Reduced 7.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
56,165
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
55,897
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
53,317
shares
|
$999,693
0.47% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
53,260
shares
|
$998,625
0.05% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
52,946
shares
|
$992,737
0.02% of portfolio
|
Q2 2024
Added 36.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,106
shares
|
$976,987
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
49,661
shares
|
$931,143
0.05% of portfolio
|
Q2 2024
Added 7.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
48,431
shares
|
$908,081
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
45,945
shares
|
$861,468
0.02% of portfolio
|
Q2 2024
Added 12.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
45,854
shares
|
$859,762
0.0% of portfolio
|
Q3 2024
Added 64.78%
|