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 169 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $975 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,154
shares
|
$21,799
0.0% of portfolio
|
Q2 2024
Reduced 37.42%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$21,704
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,010
shares
|
$19,078
0.0% of portfolio
|
Q2 2024
Reduced 82.25%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
750
shares
|
$14,167
0.0% of portfolio
|
Q4 2022
New holding
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
724
shares
|
$13,676
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,223
0.0% of portfolio
|
Q3 2022
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
667
shares
|
$12,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
657
shares
|
$12,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
655
shares
|
$12,372
0.01% of portfolio
|
Q1 2024
New holding
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
551
shares
|
$10,408
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
447
shares
|
$8,443
0.0% of portfolio
|
Q2 2024
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
431
shares
|
$8,141
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
371
shares
|
$7,008
0.0% of portfolio
|
Q1 2024
Added 15.22%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
300
shares
|
$5,667
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
Edge Rock Capital LLC
|
Jul 24, 2024 Q2 2024 |
227
shares
|
$4,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
9
shares
|
$170
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
6
shares
|
$113
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
5
shares
|
$94
0.0% of portfolio
|
Q3 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2023
New holding
|