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 194 institutions that hold shares in the stock, with a total of 69 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 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 |
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
70,225
shares
|
$1.34 Million
0.41% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
70,163
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
69,558
shares
|
$1.33 Million
0.25% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
67,867
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
67,214
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 87.62%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
66,499
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
65,744
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
63,242
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 80.82%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
56,668
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2025
Reduced 65.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
55,940
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
54,970
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
54,488
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
53,256
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
52,752
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
52,664
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
51,549
shares
|
$985,101
0.43% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
50,836
shares
|
$971,475
0.06% of portfolio
|
Q1 2025
Added 45.95%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
49,664
shares
|
$949,079
0.78% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
48,927
shares
|
$934,994
0.17% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
48,000
shares
|
$917,280
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
46,232
shares
|
$883,493
0.0% of portfolio
|
Q2 2025
Reduced 41.29%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$874,435
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
45,679
shares
|
$872,925
0.03% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
42,977
shares
|
$821,290
0.01% of portfolio
|
Q1 2025
Reduced 64.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,266
shares
|
$788,593
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|