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 169 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $975 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
49,584
shares
|
$936,641
0.01% of portfolio
|
Q2 2024
Added 32.38%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
48,270
shares
|
$911,820
0.27% of portfolio
|
Q2 2024
Added 7.41%
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
46,765
shares
|
$883,390
0.1% of portfolio
|
Q2 2024
Added 1.18%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
45,945
shares
|
$867,901
0.02% of portfolio
|
Q2 2024
Added 12.74%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$864,368
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
44,782
shares
|
$845,931
0.06% of portfolio
|
Q2 2024
Added 7.55%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
44,432
shares
|
$839,320
0.07% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
41,365
shares
|
$781,384
0.03% of portfolio
|
Q2 2024
Added 1.11%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
41,286
shares
|
$779,892
0.02% of portfolio
|
Q1 2024
Reduced 12.49%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
40,888
shares
|
$772,374
0.07% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Forum Private Client Group LLC
|
Aug 13, 2024 Q2 2024 |
37,821
shares
|
$714,438
0.33% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
34,534
shares
|
$652,347
0.0% of portfolio
|
Q2 2024
New holding
|
|
Inscription Capital, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
33,132
shares
|
$625,863
0.1% of portfolio
|
Q2 2024
Added 0.63%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
31,678
shares
|
$598,397
0.02% of portfolio
|
Q2 2024
Added 9.45%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
31,306
shares
|
$591,370
0.06% of portfolio
|
Q2 2024
New holding
|
|
Clarus Wealth Advisors
|
Jul 11, 2024 Q2 2024 |
30,136
shares
|
$569,269
0.3% of portfolio
|
Q2 2024
Added 3.33%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
30,000
shares
|
$566,700
0.06% of portfolio
|
Q2 2023
New holding
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
28,259
shares
|
$533,812
0.04% of portfolio
|
Q1 2024
Added 7.41%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
27,827
shares
|
$525,652
0.0% of portfolio
|
Q2 2024
Added 1.43%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
27,257
shares
|
$514,884
0.02% of portfolio
|
Q2 2024
Reduced 49.74%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
24,380
shares
|
$460,538
0.08% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
24,349
shares
|
$459,952
0.18% of portfolio
|
Q2 2024
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
24,000
shares
|
$453,360
0.34% of portfolio
|
Q4 2021
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
22,081
shares
|
$417,110
0.01% of portfolio
|
Q2 2024
Reduced 26.33%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
21,118
shares
|
$398,919
0.0% of portfolio
|
Q2 2024
Reduced 3.65%
|