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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
34,975
shares
|
$656,131
0.0% of portfolio
|
Q4 2024
Added 54.47%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
34,831
shares
|
$653,429
0.04% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
34,413
shares
|
$645,587
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
33,500
shares
|
$628,460
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
32,360
shares
|
$607,073
0.12% of portfolio
|
Q4 2024
Reduced 81.9%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
32,158
shares
|
$603,284
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
31,489
shares
|
$590,733
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
31,047
shares
|
$582,441
0.12% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
30,515
shares
|
$572,461
0.06% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
30,000
shares
|
$562,800
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
29,638
shares
|
$556,008
0.28% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
29,590
shares
|
$555,108
0.04% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
29,029
shares
|
$544,584
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
27,977
shares
|
$524,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
26,339
shares
|
$494,119
0.19% of portfolio
|
Q4 2024
Added 73.96%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
25,939
shares
|
$486,615
0.02% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
25,529
shares
|
$478,924
0.0% of portfolio
|
Q4 2024
Added 37.25%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
24,750
shares
|
$464,310
0.35% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,671
shares
|
$462,827
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
24,108
shares
|
$452,266
0.05% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
24,000
shares
|
$450,240
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,985
shares
|
$449,958
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
23,642
shares
|
$443,523
0.01% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
22,872
shares
|
$429,078
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
22,353
shares
|
$419,342
0.0% of portfolio
|
Q4 2024
Added 357.3%
|