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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
38,744
shares
|
$741,947
0.02% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
38,636
shares
|
$739,879
0.0% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
37,087
shares
|
$710,216
0.05% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
35,706
shares
|
$683,769
0.0% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
35,239
shares
|
$674,826
0.01% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
34,922
shares
|
$668,756
0.03% of portfolio
|
Q2 2025
Added 49.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
34,432
shares
|
$659,372
0.0% of portfolio
|
Q2 2025
Added 87.2%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
33,739
shares
|
$646,101
0.0% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
33,500
shares
|
$641,525
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
33,011
shares
|
$632,160
0.24% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
31,358
shares
|
$600,505
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
30,000
shares
|
$574,500
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
29,133
shares
|
$557,896
0.31% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
28,272
shares
|
$541,408
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
28,238
shares
|
$540,757
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
27,617
shares
|
$528,865
0.1% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
27,148
shares
|
$519,884
0.18% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
25,614
shares
|
$490,508
0.09% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
25,265
shares
|
$483,824
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
24,750
shares
|
$473,962
0.33% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
24,448
shares
|
$468,179
0.02% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
24,000
shares
|
$459,599
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
23,392
shares
|
$447,956
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,989
shares
|
$440,239
0.0% of portfolio
|
Q2 2025
Reduced 39.5%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
22,755
shares
|
$435,758
0.34% of portfolio
|
Q2 2025
Added 19.66%
|