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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
45,758
shares
|
$886,790
0.51% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
41,881
shares
|
$811,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
41,408
shares
|
$802,487
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
40,762
shares
|
$789,967
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
40,483
shares
|
$784,560
0.06% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
40,431
shares
|
$783,552
0.07% of portfolio
|
Q3 2025
Reduced 25.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,157
shares
|
$778,242
0.01% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
37,591
shares
|
$728,513
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
37,375
shares
|
$724,327
0.36% of portfolio
|
Q3 2025
Added 28.29%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
35,930
shares
|
$696,323
0.01% of portfolio
|
Q3 2025
Reduced 46.54%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
35,616
shares
|
$690,238
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
35,427
shares
|
$686,575
0.03% of portfolio
|
Q3 2025
Reduced 77.7%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
35,000
shares
|
$678,300
0.0% of portfolio
|
Q3 2025
Reduced 27.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
34,929
shares
|
$676,924
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
33,500
shares
|
$649,230
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
33,299
shares
|
$645,334
0.23% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
32,582
shares
|
$631,439
0.2% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
31,125
shares
|
$603,202
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,052
shares
|
$601,787
0.01% of portfolio
|
Q3 2025
Reduced 44.49%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
30,000
shares
|
$581,400
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
29,521
shares
|
$572,116
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,999
shares
|
$562,000
0.0% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
28,974
shares
|
$561,516
0.0% of portfolio
|
Q3 2025
Added 84.48%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
28,259
shares
|
$547,659
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
27,946
shares
|
$541,593
0.01% of portfolio
|
Q3 2025
Reduced 27.87%
|
|