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 198 institutions that hold shares in the stock, with a total of 70.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
71,759
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
70,225
shares
|
$1.34 Million
0.41% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
69,339
shares
|
$1.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
67,867
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
66,499
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
64,890
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
63,541
shares
|
$1.21 Million
0.28% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
63,242
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 80.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
58,927
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
58,531
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
56,668
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2025
Reduced 65.81%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
54,970
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
54,488
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
53,256
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
52,752
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
51,549
shares
|
$980,461
0.43% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
50,860
shares
|
$967,357
0.02% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
50,836
shares
|
$966,900
0.06% of portfolio
|
Q1 2025
Added 45.95%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
48,984
shares
|
$931,675
0.81% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
48,000
shares
|
$912,960
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$870,317
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
45,679
shares
|
$868,814
0.03% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
44,922
shares
|
$854,416
0.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
43,364
shares
|
$824,783
0.0% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,312
shares
|
$823,794
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|