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 206 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$199,071
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,147
shares
|
$196,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,293
shares
|
$180,098
0.02% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,536
shares
|
$107,287
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5,520
shares
|
$106,977
0.03% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$96,900
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,410
shares
|
$66,085
0.0% of portfolio
|
Q1 2025
Added 126.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,089
shares
|
$59,864
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,728
shares
|
$52,868
0.0% of portfolio
|
Q3 2025
Added 147.33%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,607
shares
|
$50,523
0.04% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$38,760
0.02% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,711
shares
|
$33,159
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$29,070
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$22,267
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$19,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
800
shares
|
$15,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,566
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
622
shares
|
$12,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
600
shares
|
$11,628
0.01% of portfolio
|
Q3 2025
Reduced 94.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
600
shares
|
$11,628
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
409
shares
|
$7,926
0.0% of portfolio
|
Q3 2025
Reduced 47.83%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
285
shares
|
$5,523
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
225
shares
|
$4,360
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
131
shares
|
$2,538
0.0% of portfolio
|
Q3 2025
Reduced 94.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
81
shares
|
$1,569
0.0% of portfolio
|
Q3 2025
New holding
|
|