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 |
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
40,020
shares
|
$764,782
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,878
shares
|
$762,068
0.0% of portfolio
|
Q1 2025
Added 61.64%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
38,744
shares
|
$740,397
0.02% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
37,999
shares
|
$726,160
0.0% of portfolio
|
Q1 2025
Added 48.85%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
37,087
shares
|
$708,732
0.05% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
36,311
shares
|
$693,903
0.29% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
35,960
shares
|
$687,195
0.0% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
33,739
shares
|
$644,752
0.0% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
33,500
shares
|
$640,185
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
33,476
shares
|
$639,726
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
32,925
shares
|
$629,196
0.1% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
31,358
shares
|
$599,251
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
30,333
shares
|
$579,663
0.35% of portfolio
|
Q1 2025
Added 50.25%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
30,000
shares
|
$573,300
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
29,798
shares
|
$569,439
0.12% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
28,590
shares
|
$546,354
0.04% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
28,238
shares
|
$539,628
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
28,144
shares
|
$537,831
0.0% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
27,981
shares
|
$534,716
0.01% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
27,148
shares
|
$518,798
0.18% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
25,614
shares
|
$489,483
0.1% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
25,265
shares
|
$482,814
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
24,750
shares
|
$472,972
0.33% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
24,448
shares
|
$467,201
0.02% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
24,000
shares
|
$458,640
0.27% of portfolio
|
Q4 2021
New holding
|