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 194 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,878
shares
|
$745,718
0.0% of portfolio
|
Q1 2025
Added 61.64%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
39,800
shares
|
$744,260
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
37,999
shares
|
$710,581
0.0% of portfolio
|
Q1 2025
Added 48.85%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
37,791
shares
|
$706,691
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
36,311
shares
|
$679,015
0.29% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
35,960
shares
|
$672,452
0.0% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
35,825
shares
|
$669,927
0.02% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
35,659
shares
|
$666,823
0.06% of portfolio
|
Q1 2025
Reduced 89.74%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
33,500
shares
|
$626,450
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
33,476
shares
|
$626,001
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
32,925
shares
|
$615,697
0.1% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
31,469
shares
|
$588,470
0.0% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
31,333
shares
|
$585,927
0.06% of portfolio
|
Q1 2025
Reduced 79.85%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
30,333
shares
|
$567,227
0.35% of portfolio
|
Q1 2025
Added 50.25%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
30,000
shares
|
$561,000
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
29,798
shares
|
$557,222
0.12% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
28,590
shares
|
$534,633
0.04% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
28,144
shares
|
$526,292
0.0% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
27,981
shares
|
$523,244
0.01% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
27,148
shares
|
$507,667
0.19% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
25,614
shares
|
$478,981
0.1% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,363
shares
|
$474,288
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,358
shares
|
$474,194
0.01% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,778
shares
|
$463,348
0.0% of portfolio
|
Q1 2025
Added 44.94%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
24,750
shares
|
$462,825
0.35% of portfolio
|
Q4 2024
Reduced 2.37%
|