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 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
11,595
shares
|
$212,652
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
11,564
shares
|
$212,083
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
11,500
shares
|
$210,910
0.03% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$204,619
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
10,996
shares
|
$201,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,971
shares
|
$201,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$199,575
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,755
shares
|
$197,246
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,736
shares
|
$196,898
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,671
shares
|
$195,706
0.01% of portfolio
|
Q4 2024
Reduced 73.26%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$194,899
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,567
shares
|
$193,798
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,435
shares
|
$191,377
0.02% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$188,388
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,293
shares
|
$170,433
0.02% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
5,520
shares
|
$101,236
0.05% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$91,700
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,032
shares
|
$73,946
0.06% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,648
shares
|
$66,904
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,410
shares
|
$62,539
0.0% of portfolio
|
Q1 2025
Added 126.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,036
shares
|
$55,680
0.0% of portfolio
|
Q4 2024
Added 151.53%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,398
shares
|
$43,979
0.0% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,153
shares
|
$39,486
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$36,680
0.02% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,889
shares
|
$34,644
0.0% of portfolio
|
Q1 2025
Reduced 13.74%
|