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 177 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,001
shares
|
$299,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
15,640
shares
|
$292,624
0.04% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,630
shares
|
$292,437
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,348
shares
|
$287,161
0.01% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
15,141
shares
|
$283,288
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
14,935
shares
|
$279,433
0.03% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
14,842
shares
|
$277,693
0.09% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,952
shares
|
$261,041
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$259,881
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,767
shares
|
$257,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
13,474
shares
|
$252,098
0.2% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
13,400
shares
|
$250,714
0.03% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,175
shares
|
$246,504
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
13,054
shares
|
$244,240
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
12,227
shares
|
$228,767
0.11% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,773
shares
|
$220,272
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$208,747
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,978
shares
|
$205,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$203,602
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,755
shares
|
$201,226
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$199,429
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$198,831
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$192,189
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,929
shares
|
$148,351
0.02% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
5,520
shares
|
$103,279
0.05% of portfolio
|
Q2 2024
Reduced 40.93%
|