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 191 institutions that hold shares in the stock, with a total of 65.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Advisors LLC
Wilton, CT |
Feb 12, 2025 Q4 2024 |
367,239
shares
|
$6.89 Million
4.58% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
347,692
shares
|
$6.52 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
343,245
shares
|
$6.44 Million
1.64% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
333,602
shares
|
$6.26 Million
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
332,020
shares
|
$6.23 Million
0.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
264,352
shares
|
$4.96 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
255,039
shares
|
$4.78 Million
0.1% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
252,897
shares
|
$4.74 Million
1.89% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
245,575
shares
|
$4.61 Million
0.0% of portfolio
|
Q4 2024
Added 232.8%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
238,519
shares
|
$4.47 Million
0.21% of portfolio
|
Q4 2024
Reduced 94.65%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
191,162
shares
|
$3.59 Million
1.51% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
188,385
shares
|
$3.53 Million
0.01% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
181,980
shares
|
$3.41 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
175,151
shares
|
$3.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$3 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
159,851
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
157,219
shares
|
$2.95 Million
1.57% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
154,991
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
154,142
shares
|
$2.89 Million
1.54% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
152,125
shares
|
$2.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.1%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
151,970
shares
|
$2.85 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
145,569
shares
|
$2.73 Million
0.1% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
141,213
shares
|
$2.65 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
137,257
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
135,920
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 0.91%
|