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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
133,716
shares
|
$2.51 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
133,331
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.32 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
122,242
shares
|
$2.29 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
122,133
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
119,204
shares
|
$2.24 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
117,606
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
115,978
shares
|
$2.18 Million
1.28% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
109,750
shares
|
$2.06 Million
0.31% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
109,639
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
109,535
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
95,397
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 96.98%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
86,415
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
83,390
shares
|
$1.56 Million
1.04% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
80,990
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
80,547
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
78,137
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
76,889
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,817
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
75,074
shares
|
$1.41 Million
0.73% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
74,829
shares
|
$1.4 Million
0.51% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
74,458
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Added 65.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
73,690
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
70,342
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 53.4%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
69,732
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 302.63%
|