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 204 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
69,839
shares
|
$1.35 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
67,789
shares
|
$1.31 Million
0.79% of portfolio
|
Q3 2025
Reduced 43.34%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
67,217
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
65,628
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
65,294
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
65,191
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
64,943
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
60,228
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
57,607
shares
|
$1.12 Million
0.35% of portfolio
|
Q3 2025
Reduced 71.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
57,265
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Added 63.98%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
56,614
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
56,531
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,001
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
54,524
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 76.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
53,225
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 69.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
53,221
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
52,090
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
51,185
shares
|
$991,965
0.09% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
50,892
shares
|
$986,286
0.16% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
50,710
shares
|
$982,759
0.01% of portfolio
|
Q4 2025
Added 4.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
49,982
shares
|
$968,651
0.0% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
49,664
shares
|
$962,488
0.78% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
49,045
shares
|
$950,492
0.04% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
48,768
shares
|
$945,123
0.32% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
48,652
shares
|
$942,875
0.18% of portfolio
|
Q3 2025
New holding
|
|