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 |
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
133,331
shares
|
$2.45 Million
0.03% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
133,281
shares
|
$2.44 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
130,516
shares
|
$2.39 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
128,187
shares
|
$2.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.27 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
123,022
shares
|
$2.26 Million
1.04% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
122,133
shares
|
$2.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
122,074
shares
|
$2.24 Million
2.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
116,024
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 34.26%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
115,978
shares
|
$2.13 Million
1.5% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
109,750
shares
|
$2.01 Million
0.31% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
108,260
shares
|
$1.99 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
106,269
shares
|
$1.95 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
90,197
shares
|
$1.65 Million
0.12% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
84,300
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
82,200
shares
|
$1.51 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
80,990
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
78,749
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
77,552
shares
|
$1.42 Million
0.73% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,817
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
74,829
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
74,762
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
73,690
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
73,248
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
72,097
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.49%
|