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 168 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,332
shares
|
$507,828
0.0% of portfolio
|
Q3 2024
Added 73.33%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
27,331
shares
|
$507,809
0.06% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
26,538
shares
|
$493,076
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
25,896
shares
|
$481,147
0.04% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
25,717
shares
|
$477,821
0.05% of portfolio
|
Q3 2024
Added 68.04%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
25,350
shares
|
$471,002
0.34% of portfolio
|
Q3 2024
Added 101.99%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
24,000
shares
|
$445,919
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
23,650
shares
|
$439,416
0.01% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
22,642
shares
|
$420,688
0.0% of portfolio
|
Q3 2024
Added 112.7%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
20,937
shares
|
$389,009
0.15% of portfolio
|
Q3 2024
Added 73.54%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
20,848
shares
|
$387,355
0.24% of portfolio
|
Q2 2024
Added 8.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,600
shares
|
$345,587
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
18,140
shares
|
$337,041
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,940
shares
|
$333,325
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
17,693
shares
|
$328,735
0.11% of portfolio
|
Q4 2021
Reduced 25.95%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
17,319
shares
|
$321,787
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,825
shares
|
$312,608
0.0% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
16,609
shares
|
$308,595
0.11% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,341
shares
|
$303,615
0.0% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
15,575
shares
|
$289,383
0.01% of portfolio
|
Q3 2024
Reduced 50.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,348
shares
|
$285,165
0.01% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
15,178
shares
|
$282,007
0.02% of portfolio
|
Q3 2024
Added 50.41%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
15,141
shares
|
$281,319
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
14,935
shares
|
$277,492
0.03% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
14,313
shares
|
$265,935
0.02% of portfolio
|
Q3 2024
Reduced 7.88%
|