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 177 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
53,835
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
53,317
shares
|
$997,561
0.47% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
52,924
shares
|
$990,208
0.05% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
52,263
shares
|
$977,840
0.1% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
52,106
shares
|
$974,903
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
50,472
shares
|
$944,331
0.03% of portfolio
|
Q4 2024
Reduced 33.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
49,232
shares
|
$921,130
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
48,611
shares
|
$909,511
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
45,854
shares
|
$857,928
0.0% of portfolio
|
Q3 2024
Added 64.78%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$856,132
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
45,196
shares
|
$845,617
0.3% of portfolio
|
Q4 2024
Added 37.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
44,969
shares
|
$841,369
0.07% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,807
shares
|
$819,628
0.01% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
42,842
shares
|
$801,573
0.02% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
41,365
shares
|
$773,939
0.03% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
39,905
shares
|
$746,622
0.02% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
37,978
shares
|
$710,568
0.32% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
36,001
shares
|
$673,578
0.04% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
35,217
shares
|
$658,910
0.1% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
35,004
shares
|
$654,924
0.06% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,534
shares
|
$646,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
34,446
shares
|
$644,484
0.16% of portfolio
|
Q3 2024
Reduced 28.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,092
shares
|
$637,861
0.02% of portfolio
|
Q3 2024
Added 139.21%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
33,500
shares
|
$626,785
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
32,360
shares
|
$605,455
0.12% of portfolio
|
Q4 2024
Reduced 81.9%
|