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 |
---|---|---|---|---|---|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
20,345
shares
|
$384,317
0.01% of portfolio
|
Q2 2024
Added 0.83%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
20,203
shares
|
$381,634
0.03% of portfolio
|
Q2 2024
Added 45.18%
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
19,944
shares
|
$376,742
0.19% of portfolio
|
Q2 2024
Added 0.67%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
19,841
shares
|
$374,796
0.0% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
19,475
shares
|
$367,882
0.0% of portfolio
|
Q2 2024
Added 34.37%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
18,182
shares
|
$343,457
0.04% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
17,922
shares
|
$338,546
0.0% of portfolio
|
Q2 2024
Added 0.05%
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 10, 2024 Q2 2024 |
17,693
shares
|
$334,220
0.11% of portfolio
|
Q4 2021
Reduced 25.95%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
17,492
shares
|
$330,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
16,940
shares
|
$319,996
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
16,636
shares
|
$314,254
0.12% of portfolio
|
Q2 2024
Added 314.76%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
15,769
shares
|
$297,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
15,538
shares
|
$293,512
0.03% of portfolio
|
Q2 2024
Added 6.75%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
15,304
shares
|
$289,092
0.04% of portfolio
|
Q2 2024
Added 14.73%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,252
shares
|
$269,220
0.01% of portfolio
|
Q2 2024
Reduced 15.95%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
13,655
shares
|
$257,942
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
13,416
shares
|
$253,428
0.0% of portfolio
|
Q2 2024
Reduced 37.01%
|
|
Greatmark Investment Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
13,400
shares
|
$253,126
0.04% of portfolio
|
Q4 2023
Added 4.08%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
12,550
shares
|
$237,069
0.18% of portfolio
|
Q2 2024
Reduced 9.71%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
12,065
shares
|
$227,907
0.09% of portfolio
|
Q2 2024
New holding
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
11,927
shares
|
$225,301
0.18% of portfolio
|
Q2 2024
New holding
|
|
Marshall Financial Group LLC
|
Jul 19, 2024 Q2 2024 |
11,776
shares
|
$222,448
0.06% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
11,550
shares
|
$218,179
0.02% of portfolio
|
Q2 2024
Reduced 33.81%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
11,377
shares
|
$214,911
0.02% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
11,235
shares
|
$212,229
0.02% of portfolio
|
Q1 2024
Reduced 27.52%
|