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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,711
shares
|
$32,047
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,503
shares
|
$28,151
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,500
shares
|
$28,095
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,207
shares
|
$22,607
0.0% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$21,520
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,006
shares
|
$18,842
0.01% of portfolio
|
Q3 2024
Added 53.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,000
shares
|
$18,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
750
shares
|
$14,047
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,111
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
558
shares
|
$10,451
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
371
shares
|
$6,948
0.0% of portfolio
|
Q1 2024
Added 15.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
300
shares
|
$5,619
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
70
shares
|
$1,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
7
shares
|
$131
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6
shares
|
$112
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
5
shares
|
$93
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2023
New holding
|