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 168 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
304,616
shares
|
$5.71 Million
1.51% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
282,433
shares
|
$5.29 Million
1.49% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
267,082
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
241,887
shares
|
$4.53 Million
1.83% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
225,720
shares
|
$4.23 Million
0.1% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
178,813
shares
|
$3.35 Million
0.66% of portfolio
|
Q3 2024
Added 61.57%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
175,630
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
169,942
shares
|
$3.18 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
166,571
shares
|
$3.12 Million
1.36% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$3 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
155,050
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
154,750
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
153,272
shares
|
$2.87 Million
1.37% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
151,827
shares
|
$2.84 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
148,215
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
145,874
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
138,360
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Added 121.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
134,694
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 63.29%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
132,091
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
128,572
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 72.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
127,125
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
124,726
shares
|
$2.34 Million
1.77% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.31 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
122,886
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
114,995
shares
|
$2.15 Million
1.37% of portfolio
|
Q3 2024
Added 1.23%
|