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 190 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
22,755
shares
|
$442,584
0.34% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,424
shares
|
$416,696
0.0% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,405
shares
|
$396,877
0.01% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
19,207
shares
|
$373,576
0.35% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,098
shares
|
$371,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,548
shares
|
$360,758
0.0% of portfolio
|
Q2 2025
Reduced 57.23%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
17,978
shares
|
$349,672
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
17,693
shares
|
$344,128
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
17,454
shares
|
$339,480
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
17,153
shares
|
$333,625
0.04% of portfolio
|
Q3 2025
Added 61.42%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
16,434
shares
|
$319,641
0.18% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16,079
shares
|
$312,736
0.02% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,706
shares
|
$305,481
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,338
shares
|
$298,324
0.04% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
14,207
shares
|
$276,326
0.02% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,891
shares
|
$270,179
0.09% of portfolio
|
Q2 2025
Added 33.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$270,160
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,325
shares
|
$259,171
0.02% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,322
shares
|
$259,112
0.01% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,234
shares
|
$257,401
0.02% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,121
shares
|
$255,203
0.08% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
12,570
shares
|
$244,486
1.13% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
12,545
shares
|
$244,000
0.16% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
12,282
shares
|
$238,884
0.02% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
11,843
shares
|
$230,346
0.12% of portfolio
|
Q2 2025
Reduced 3.4%
|