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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,358
shares
|
$482,309
0.01% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
24,750
shares
|
$470,745
0.35% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
24,000
shares
|
$456,480
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,298
shares
|
$443,127
0.02% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
21,563
shares
|
$410,128
0.37% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,424
shares
|
$407,484
0.0% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
21,388
shares
|
$406,799
0.03% of portfolio
|
Q1 2025
Added 67.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,082
shares
|
$362,939
0.0% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
19,017
shares
|
$361,703
0.28% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,393
shares
|
$349,834
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
17,978
shares
|
$341,941
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
17,611
shares
|
$334,961
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
17,487
shares
|
$332,602
0.11% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
15,942
shares
|
$303,216
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,272
shares
|
$290,473
0.01% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
15,204
shares
|
$289,180
0.18% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,073
shares
|
$286,688
0.01% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
14,240
shares
|
$270,844
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$264,187
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,575
shares
|
$258,196
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,342
shares
|
$253,764
0.01% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,969
shares
|
$246,670
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,750
shares
|
$242,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
12,260
shares
|
$233,185
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
12,045
shares
|
$229,095
0.18% of portfolio
|
Q1 2025
Reduced 5.57%
|