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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,424
shares
|
$410,269
0.0% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,405
shares
|
$390,755
0.01% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
19,207
shares
|
$367,814
0.35% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,098
shares
|
$365,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,548
shares
|
$355,194
0.0% of portfolio
|
Q2 2025
Reduced 57.23%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
17,978
shares
|
$344,278
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
17,693
shares
|
$338,820
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
17,487
shares
|
$334,876
0.11% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
17,454
shares
|
$334,244
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
16,434
shares
|
$314,711
0.18% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16,079
shares
|
$307,912
0.02% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,706
shares
|
$300,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
14,760
shares
|
$282,654
0.04% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
14,240
shares
|
$272,696
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
14,207
shares
|
$272,064
0.02% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,891
shares
|
$266,012
0.09% of portfolio
|
Q2 2025
Added 33.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$265,993
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,325
shares
|
$255,173
0.02% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,322
shares
|
$255,116
0.01% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
12,570
shares
|
$240,715
1.13% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
12,545
shares
|
$240,236
0.16% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
11,843
shares
|
$226,793
0.12% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
11,775
shares
|
$225,491
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,658
shares
|
$223,250
0.16% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
11,578
shares
|
$221,718
0.0% of portfolio
|
Q2 2025
Reduced 58.62%
|