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 |
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,153
shares
|
$41,143
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$38,220
0.02% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,835
shares
|
$35,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,711
shares
|
$32,697
0.0% of portfolio
|
Q4 2023
Reduced 9.38%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$28,665
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,149
shares
|
$21,957
0.0% of portfolio
|
Q2 2024
Reduced 92.53%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,103
shares
|
$21,078
0.0% of portfolio
|
Q2 2025
Reduced 41.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$19,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
784
shares
|
$14,982
0.01% of portfolio
|
Q2 2025
Reduced 38.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
750
shares
|
$14,332
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
700
shares
|
$13,377
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
583
shares
|
$11,141
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
384
shares
|
$7,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
300
shares
|
$5,733
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
70
shares
|
$1,337
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
45
shares
|
$859
0.0% of portfolio
|
Q2 2025
Reduced 87.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$95
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|