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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
27,600
shares
|
$534,888
0.34% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
26,958
shares
|
$522,446
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
25,936
shares
|
$502,639
0.37% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
25,614
shares
|
$496,399
0.09% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
25,432
shares
|
$492,872
0.08% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,395
shares
|
$472,775
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,352
shares
|
$471,941
0.01% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
24,000
shares
|
$465,120
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
23,957
shares
|
$464,286
0.03% of portfolio
|
Q3 2025
Added 68.63%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
23,119
shares
|
$448,046
0.01% of portfolio
|
Q3 2025
Added 126.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,989
shares
|
$445,526
0.0% of portfolio
|
Q2 2025
Reduced 39.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,611
shares
|
$438,201
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
22,494
shares
|
$435,933
0.02% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,377
shares
|
$433,666
0.14% of portfolio
|
Q3 2025
Added 61.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,405
shares
|
$395,448
0.01% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
18,441
shares
|
$357,386
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
18,284
shares
|
$354,343
0.16% of portfolio
|
Q3 2025
Added 70.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
18,018
shares
|
$349,188
0.11% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
17,693
shares
|
$342,890
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
17,447
shares
|
$338,122
0.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
17,153
shares
|
$332,425
0.04% of portfolio
|
Q3 2025
Added 61.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
16,694
shares
|
$323,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,666
shares
|
$322,987
0.18% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
16,360
shares
|
$317,056
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
16,220
shares
|
$314,343
0.02% of portfolio
|
Q3 2025
Added 300.89%
|
|