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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
49,976
shares
|
$934,551
0.02% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
48,431
shares
|
$905,659
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
45,854
shares
|
$857,469
0.0% of portfolio
|
Q3 2024
Added 64.78%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$855,674
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
44,969
shares
|
$840,920
0.07% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
44,125
shares
|
$825,137
0.09% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
42,842
shares
|
$801,145
0.02% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
42,000
shares
|
$785,400
0.0% of portfolio
|
Q3 2024
Added 140.11%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
41,365
shares
|
$773,525
0.03% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
39,905
shares
|
$746,223
0.02% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
37,978
shares
|
$710,188
0.32% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
37,541
shares
|
$702,016
0.04% of portfolio
|
Q3 2024
Reduced 26.86%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
35,217
shares
|
$658,557
0.1% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
35,004
shares
|
$654,574
0.06% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,534
shares
|
$645,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
34,446
shares
|
$644,140
0.16% of portfolio
|
Q3 2024
Reduced 28.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,092
shares
|
$637,520
0.02% of portfolio
|
Q3 2024
Added 139.21%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
32,935
shares
|
$615,884
0.23% of portfolio
|
Q3 2024
Added 35.26%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
32,171
shares
|
$601,597
0.0% of portfolio
|
Q3 2024
Added 52.34%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
30,000
shares
|
$561,000
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
29,944
shares
|
$559,952
0.29% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
29,836
shares
|
$557,933
0.01% of portfolio
|
Q3 2024
Added 53.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
29,590
shares
|
$553,333
0.04% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
27,873
shares
|
$521,225
0.01% of portfolio
|
Q3 2024
Added 149.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,332
shares
|
$511,108
0.0% of portfolio
|
Q3 2024
Added 73.33%
|