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 |
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
22,353
shares
|
$409,954
0.0% of portfolio
|
Q4 2024
Added 357.3%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
21,563
shares
|
$395,465
0.37% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
20,237
shares
|
$371,146
0.14% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
20,189
shares
|
$370,266
0.22% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,082
shares
|
$349,963
0.0% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
19,017
shares
|
$348,771
0.28% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,954
shares
|
$329,276
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
17,937
shares
|
$328,964
0.11% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
17,693
shares
|
$324,489
0.13% of portfolio
|
Q4 2021
Reduced 25.95%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
17,611
shares
|
$322,985
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,001
shares
|
$293,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,272
shares
|
$280,088
0.01% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
15,204
shares
|
$278,841
0.18% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,073
shares
|
$276,438
0.01% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
14,411
shares
|
$264,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
14,340
shares
|
$262,995
0.04% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,234
shares
|
$261,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$254,742
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,767
shares
|
$252,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,575
shares
|
$248,965
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
13,342
shares
|
$244,692
0.01% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,969
shares
|
$237,851
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
12,761
shares
|
$234,036
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
12,260
shares
|
$224,848
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
11,775
shares
|
$215,953
0.05% of portfolio
|
Q1 2025
Added 0.02%
|