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 59.3 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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,952
shares
|
$261,320
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
13,789
shares
|
$258,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,767
shares
|
$257,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
13,474
shares
|
$252,368
0.2% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
13,400
shares
|
$250,982
0.03% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,175
shares
|
$246,767
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
12,495
shares
|
$234,031
0.12% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
11,776
shares
|
$220,564
0.05% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,550
shares
|
$216,331
0.02% of portfolio
|
Q2 2024
Reduced 33.81%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$208,970
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,978
shares
|
$205,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$203,819
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
10,755
shares
|
$201,441
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,659
shares
|
$199,643
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$199,043
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$192,394
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,929
shares
|
$148,510
0.02% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
5,520
shares
|
$103,389
0.05% of portfolio
|
Q2 2024
Reduced 40.93%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,000
shares
|
$93,650
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,888
shares
|
$91,552
0.0% of portfolio
|
Q3 2024
Added 383.96%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
4,032
shares
|
$75,519
0.06% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,900
shares
|
$54,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,844
shares
|
$53,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,398
shares
|
$44,914
0.0% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$37,460
0.01% of portfolio
|
Q1 2023
Reduced 20.0%
|