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 |
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
70,225
shares
|
$1.29 Million
0.41% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
69,732
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 302.63%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
69,339
shares
|
$1.27 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
67,555
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
64,708
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 22.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
62,811
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 418640.0%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
62,614
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
58,927
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
58,531
shares
|
$1.07 Million
0.37% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
55,648
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
53,835
shares
|
$987,333
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
53,180
shares
|
$975,321
0.1% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
51,549
shares
|
$945,408
0.43% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
48,984
shares
|
$898,366
0.81% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
47,275
shares
|
$867,023
0.02% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$839,201
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
45,679
shares
|
$837,752
0.03% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
44,922
shares
|
$823,869
0.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,057
shares
|
$808,005
0.03% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,755
shares
|
$802,466
0.0% of portfolio
|
Q4 2024
Added 167.76%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
43,364
shares
|
$795,295
0.0% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
43,312
shares
|
$794,342
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
43,183
shares
|
$791,976
0.0% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
41,460
shares
|
$760,376
0.02% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
39,800
shares
|
$729,932
0.03% of portfolio
|
Q1 2025
Added 100.0%
|