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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
24,000
shares
|
$448,800
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,298
shares
|
$435,672
0.02% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
21,563
shares
|
$403,228
0.37% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,388
shares
|
$399,955
0.03% of portfolio
|
Q1 2025
Added 67.6%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
20,237
shares
|
$378,431
0.14% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,082
shares
|
$356,833
0.0% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
19,017
shares
|
$355,617
0.28% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,393
shares
|
$343,949
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
17,937
shares
|
$335,421
0.11% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
17,693
shares
|
$330,859
0.13% of portfolio
|
Q4 2021
Reduced 25.95%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
17,611
shares
|
$329,325
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,001
shares
|
$299,218
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
15,942
shares
|
$298,115
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
15,725
shares
|
$294,057
0.25% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,272
shares
|
$285,586
0.01% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
15,204
shares
|
$284,314
0.18% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,073
shares
|
$281,865
0.01% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
14,340
shares
|
$268,158
0.04% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$259,743
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,575
shares
|
$253,852
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,342
shares
|
$249,495
0.01% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,969
shares
|
$242,520
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,750
shares
|
$238,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
12,260
shares
|
$229,262
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
12,045
shares
|
$225,241
0.18% of portfolio
|
Q1 2025
Reduced 5.57%
|