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 164 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
11,184
shares
|
$209,700
0.0% of portfolio
|
Q2 2024
Reduced 79.87%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$209,193
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,978
shares
|
$205,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$204,037
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
10,755
shares
|
$201,656
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
10,645
shares
|
$199,593
0.0% of portfolio
|
Q2 2024
Added 82.87%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$199,256
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
10,585
shares
|
$198,468
0.02% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$192,600
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,000
shares
|
$187,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
7,929
shares
|
$148,668
0.02% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
5,520
shares
|
$103,500
0.06% of portfolio
|
Q2 2024
Reduced 40.93%
|
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
5,000
shares
|
$93,750
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
4,105
shares
|
$76,968
0.03% of portfolio
|
Q3 2024
Reduced 43.68%
|
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
4,032
shares
|
$75,600
0.06% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,254
shares
|
$61,012
0.01% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,398
shares
|
$44,962
0.0% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
2,345
shares
|
$43,968
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,223
shares
|
$41,681
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$37,500
0.01% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,711
shares
|
$32,081
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,503
shares
|
$28,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
1,500
shares
|
$28,125
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,207
shares
|
$22,631
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$21,543
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|