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 193 institutions that hold shares in the stock, with a total of 69.1 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
16,874,398
shares
|
$323 Million
0.02% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,622,303
shares
|
$165 Million
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,616,336
shares
|
$88.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,727,860
shares
|
$71.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,334,754
shares
|
$63.9 Million
0.01% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,361,031
shares
|
$45.2 Million
0.24% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,292,114
shares
|
$43.9 Million
2.45% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,057,676
shares
|
$39.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,784,921
shares
|
$34.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,556,456
shares
|
$29.8 Million
0.35% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,461,605
shares
|
$28 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,209,178
shares
|
$23.2 Million
0.03% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,069,020
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
951,002
shares
|
$18.2 Million
0.3% of portfolio
|
Q2 2025
Added 65.65%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
863,024
shares
|
$16.5 Million
4.99% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
840,952
shares
|
$16.1 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
795,921
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
763,618
shares
|
$14.6 Million
2.91% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
711,757
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
704,006
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
620,000
shares
|
$11.9 Million
0.87% of portfolio
|
Q3 2023
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
587,075
shares
|
$11.2 Million
3.28% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
490,573
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
403,869
shares
|
$7.73 Million
1.57% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
374,347
shares
|
$7.17 Million
2.21% of portfolio
|
Q1 2025
Reduced 7.97%
|