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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
22,238
shares
|
$417,184
0.01% of portfolio
|
Q4 2024
Added 44.89%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
20,189
shares
|
$378,745
0.22% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
19,986
shares
|
$374,937
0.15% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
19,900
shares
|
$373,324
0.03% of portfolio
|
Q4 2024
Added 72.29%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
18,275
shares
|
$342,839
0.27% of portfolio
|
Q4 2024
Added 35.63%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
18,084
shares
|
$339,255
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,954
shares
|
$336,817
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,693
shares
|
$331,920
0.11% of portfolio
|
Q4 2021
Reduced 25.95%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
17,132
shares
|
$321,396
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,001
shares
|
$300,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
15,640
shares
|
$293,406
0.04% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
15,630
shares
|
$293,218
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
14,842
shares
|
$278,435
0.09% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
14,411
shares
|
$270,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
14,275
shares
|
$267,799
0.04% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,234
shares
|
$267,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,952
shares
|
$261,739
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$260,576
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,767
shares
|
$258,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
13,225
shares
|
$248,101
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
13,054
shares
|
$244,893
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
12,761
shares
|
$239,396
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
12,227
shares
|
$229,378
0.11% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,773
shares
|
$220,861
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
11,447
shares
|
$214,745
0.11% of portfolio
|
Q4 2024
New holding
|