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 195 institutions that hold shares in the stock, with a total of 67.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
357,513
shares
|
$6.56 Million
1.75% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
333,602
shares
|
$6.12 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
|
$6.09 Million
0.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
313,105
shares
|
$5.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
299,681
shares
|
$5.5 Million
0.15% of portfolio
|
Q1 2025
Added 80676.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
274,930
shares
|
$5.04 Million
0.11% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
252,897
shares
|
$4.64 Million
1.89% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
245,575
shares
|
$4.5 Million
0.0% of portfolio
|
Q4 2024
Added 232.8%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
238,519
shares
|
$4.37 Million
0.21% of portfolio
|
Q4 2024
Reduced 94.65%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
205,329
shares
|
$3.77 Million
1.68% of portfolio
|
Q1 2025
Added 33.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
188,385
shares
|
$3.45 Million
0.01% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
184,895
shares
|
$3.39 Million
1.49% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
165,722
shares
|
$3.04 Million
1.73% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
164,999
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
161,296
shares
|
$2.96 Million
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
160,040
shares
|
$2.94 Million
4.72% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
157,523
shares
|
$2.89 Million
1.83% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
152,125
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.1%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
151,948
shares
|
$2.79 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
149,203
shares
|
$2.74 Million
0.08% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
149,037
shares
|
$2.73 Million
0.1% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
147,088
shares
|
$2.7 Million
0.53% of portfolio
|
Q1 2025
Added 227.45%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
146,708
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
137,257
shares
|
$2.52 Million
0.06% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
135,920
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 0.91%
|