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 |
|---|---|---|---|---|---|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$213,656
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
11,155
shares
|
$213,618
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
10,973
shares
|
$210,132
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,914
shares
|
$209,003
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,894
shares
|
$208,620
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$208,390
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
10,755
shares
|
$205,958
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,720
shares
|
$205,287
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,700
shares
|
$204,904
0.02% of portfolio
|
Q2 2025
Reduced 73.12%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$203,507
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
10,626
shares
|
$203,487
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,273
shares
|
$196,727
0.0% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$196,708
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,202
shares
|
$195,368
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,293
shares
|
$177,960
0.02% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5,520
shares
|
$105,707
0.03% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$95,750
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,046
shares
|
$77,480
0.0% of portfolio
|
Q2 2025
Reduced 74.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,410
shares
|
$65,301
0.0% of portfolio
|
Q1 2025
Added 126.88%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,163
shares
|
$60,571
0.0% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,607
shares
|
$49,924
0.04% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,536
shares
|
$48,564
0.0% of portfolio
|
Q2 2025
Reduced 71.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,141
shares
|
$41,000
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$38,300
0.02% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,866
shares
|
$35,733
0.0% of portfolio
|
Q2 2025
New holding
|