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 191 institutions that hold shares in the stock, with a total of 65.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
65,455
shares
|
$1.23 Million
0.39% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
64,708
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Added 22.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
63,809
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
62,614
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
60,980
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 391.77%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
59,350
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
56,821
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
53,928
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
53,835
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
52,263
shares
|
$980,453
0.1% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
50,472
shares
|
$946,854
0.03% of portfolio
|
Q4 2024
Reduced 33.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
49,232
shares
|
$923,592
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
48,611
shares
|
$911,942
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
47,275
shares
|
$886,879
0.02% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
46,411
shares
|
$870,670
0.0% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$858,420
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
45,196
shares
|
$847,876
0.3% of portfolio
|
Q4 2024
Added 37.23%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
44,919
shares
|
$842,680
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,057
shares
|
$826,509
0.03% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,807
shares
|
$821,819
0.01% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,755
shares
|
$820,843
0.0% of portfolio
|
Q4 2024
Added 167.76%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
36,944
shares
|
$693,069
0.01% of portfolio
|
Q4 2024
Added 23.82%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
36,190
shares
|
$678,924
0.3% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
36,001
shares
|
$675,378
0.04% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
35,217
shares
|
$660,670
0.1% of portfolio
|
Q3 2024
Added 6.29%
|