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 |
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
37,999
shares
|
$696,901
0.0% of portfolio
|
Q1 2025
Added 48.85%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
37,791
shares
|
$693,086
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
36,944
shares
|
$677,552
0.01% of portfolio
|
Q4 2024
Added 23.82%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
36,311
shares
|
$665,943
0.29% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
35,659
shares
|
$653,986
0.06% of portfolio
|
Q1 2025
Reduced 89.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
34,975
shares
|
$641,441
0.0% of portfolio
|
Q4 2024
Added 54.47%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
34,831
shares
|
$638,800
0.04% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
34,413
shares
|
$631,134
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
33,500
shares
|
$614,390
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
32,925
shares
|
$603,844
0.1% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
31,489
shares
|
$577,508
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
31,469
shares
|
$577,141
0.0% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
31,333
shares
|
$574,647
0.06% of portfolio
|
Q1 2025
Reduced 79.85%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
30,000
shares
|
$550,200
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
29,798
shares
|
$546,495
0.12% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
28,590
shares
|
$524,340
0.04% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
26,339
shares
|
$483,057
0.19% of portfolio
|
Q4 2024
Added 73.96%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
25,614
shares
|
$469,760
0.1% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,363
shares
|
$465,157
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,358
shares
|
$465,065
0.01% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,778
shares
|
$454,428
0.0% of portfolio
|
Q1 2025
Added 44.94%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
24,750
shares
|
$453,915
0.35% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,671
shares
|
$452,466
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
24,000
shares
|
$440,160
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,298
shares
|
$427,285
0.02% of portfolio
|
Q1 2025
Added 35.99%
|