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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
66,499
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
66,478
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
65,744
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
65,252
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Added 128.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
64,257
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
61,849
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
58,534
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
56,668
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2025
Reduced 65.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
55,940
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
54,970
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
54,488
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
53,912
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
52,752
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
52,664
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
50,610
shares
|
$969,181
0.31% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
49,757
shares
|
$952,846
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
49,664
shares
|
$951,065
0.78% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
48,927
shares
|
$936,952
0.17% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
48,000
shares
|
$919,199
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
46,232
shares
|
$885,342
0.0% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$876,265
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
41,481
shares
|
$794,361
0.01% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,266
shares
|
$790,243
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
40,326
shares
|
$772,242
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
40,020
shares
|
$766,383
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|