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 197 institutions that hold shares in the stock, with a total of 70.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
133,281
shares
|
$2.54 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
125,602
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
125,133
shares
|
$2.38 Million
0.13% of portfolio
|
Q2 2025
Added 29.05%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.35 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
123,022
shares
|
$2.34 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
123,016
shares
|
$2.34 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
122,074
shares
|
$2.32 Million
2.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
119,647
shares
|
$2.28 Million
1.43% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
109,750
shares
|
$2.09 Million
0.31% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
108,260
shares
|
$2.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
107,318
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 64.19%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
98,297
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 16.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
90,920
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
90,197
shares
|
$1.72 Million
0.12% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
82,323
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
82,211
shares
|
$1.56 Million
0.98% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
79,570
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
78,749
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
78,510
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
77,552
shares
|
$1.48 Million
0.73% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
74,762
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
74,185
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
73,729
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
73,248
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
73,024
shares
|
$1.39 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.41%
|