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 $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,410
shares
|
$64,585
0.0% of portfolio
|
Q1 2025
Added 126.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,036
shares
|
$57,501
0.0% of portfolio
|
Q4 2024
Added 151.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,153
shares
|
$40,777
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$37,880
0.02% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,889
shares
|
$35,777
0.0% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,835
shares
|
$34,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,711
shares
|
$32,406
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$28,410
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,276
shares
|
$24,167
0.02% of portfolio
|
Q1 2025
Added 40.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$21,762
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$18,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
750
shares
|
$14,205
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,258
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
583
shares
|
$11,042
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
384
shares
|
$7,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
355
shares
|
$6,723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
300
shares
|
$5,682
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
70
shares
|
$1,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
7
shares
|
$132
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$94
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|