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 |
|---|---|---|---|---|---|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$209,305
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,978
shares
|
$205,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$204,146
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,855
shares
|
$203,639
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,755
shares
|
$201,763
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,736
shares
|
$201,407
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,671
shares
|
$200,187
0.01% of portfolio
|
Q4 2024
Reduced 73.26%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$199,362
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,435
shares
|
$195,760
0.02% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,420
shares
|
$195,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$192,702
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9,293
shares
|
$174,336
0.02% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
6,359
shares
|
$119,294
0.06% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$93,800
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,032
shares
|
$75,640
0.06% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,036
shares
|
$56,955
0.0% of portfolio
|
Q4 2024
Added 151.53%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,398
shares
|
$44,986
0.0% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,241
shares
|
$42,041
0.0% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,190
shares
|
$41,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$37,520
0.02% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,711
shares
|
$32,098
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,503
shares
|
$28,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$28,140
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,178
shares
|
$22,099
0.01% of portfolio
|
Q4 2024
Reduced 71.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$21,555
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|