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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
16,026
shares
|
$310,583
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
15,940
shares
|
$308,917
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
15,533
shares
|
$301,029
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,338
shares
|
$297,250
0.04% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$290,700
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,890
shares
|
$269,188
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,234
shares
|
$256,474
0.02% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
13,183
shares
|
$255,486
0.0% of portfolio
|
Q3 2025
Added 3139.07%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,121
shares
|
$254,284
0.08% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
13,099
shares
|
$253,858
0.18% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,527
shares
|
$242,773
0.01% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
12,282
shares
|
$238,025
0.02% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,931
shares
|
$231,222
0.01% of portfolio
|
Q3 2025
Reduced 25.8%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
11,775
shares
|
$228,199
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,319
shares
|
$219,362
0.01% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
11,157
shares
|
$216,222
0.08% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,974
shares
|
$212,676
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
10,960
shares
|
$212,404
0.0% of portfolio
|
Q3 2025
Reduced 68.17%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
10,926
shares
|
$211,745
0.1% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,882
shares
|
$210,893
0.08% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,871
shares
|
$210,679
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,627
shares
|
$205,951
0.07% of portfolio
|
Q1 2023
Reduced 57.54%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,568
shares
|
$204,807
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,272
shares
|
$199,071
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,147
shares
|
$196,648
0.0% of portfolio
|
Q3 2025
New holding
|
|