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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
11,775
shares
|
$223,960
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,658
shares
|
$221,735
0.16% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
11,595
shares
|
$220,536
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
11,564
shares
|
$219,947
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
11,500
shares
|
$218,730
0.03% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$212,206
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
11,155
shares
|
$212,168
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
10,973
shares
|
$208,706
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
10,914
shares
|
$207,584
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$206,975
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,813
shares
|
$205,663
0.02% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
10,755
shares
|
$204,560
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,671
shares
|
$202,962
0.01% of portfolio
|
Q4 2024
Reduced 73.26%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$202,125
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
10,626
shares
|
$202,106
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,567
shares
|
$200,984
0.0% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
10,402
shares
|
$197,846
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$195,373
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,293
shares
|
$176,752
0.02% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
8,753
shares
|
$166,482
0.0% of portfolio
|
Q1 2025
Reduced 60.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
5,520
shares
|
$104,990
0.05% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$95,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,046
shares
|
$76,954
0.0% of portfolio
|
Q2 2025
Reduced 74.71%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,032
shares
|
$76,688
0.06% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,648
shares
|
$69,384
0.01% of portfolio
|
Q1 2025
New holding
|