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 204 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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
129,363
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
124,572
shares
|
$2.41 Million
0.97% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
123,586
shares
|
$2.4 Million
1.62% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
121,812
shares
|
$2.36 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
121,099
shares
|
$2.35 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
120,247
shares
|
$2.33 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
117,068
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
111,181
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
109,750
shares
|
$2.13 Million
0.27% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
107,694
shares
|
$2.09 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
103,272
shares
|
$2 Million
0.1% of portfolio
|
Q3 2025
Reduced 41.34%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
99,169
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
95,362
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
Added 26.34%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
91,645
shares
|
$1.78 Million
0.06% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
90,595
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 36.28%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
89,586
shares
|
$1.74 Million
0.73% of portfolio
|
Q3 2025
Added 122.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
88,591
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
83,927
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 135.05%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
80,700
shares
|
$1.56 Million
0.69% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
79,518
shares
|
$1.54 Million
0.12% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
79,003
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
78,721
shares
|
$1.53 Million
0.94% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
76,458
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
73,170
shares
|
$1.42 Million
0.39% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
71,381
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 72.98%
|
|