Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
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Equity / INSTL PFD SECS
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Number of holders
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7
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Total 13F shares, excl. options
-
255,146
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Shares change
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+255,146
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Total reported value, excl. options
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$5,125,000
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Value change
-
+$5,125,000
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Number of buys
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7
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Price
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$20.09
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q3 2017
7 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q3 2017.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 255,146 shares
.
Largest 8 shareholders include GOLDMAN SACHS GROUP INC (86,371 shares), LPL Financial LLC (57,221 shares), Advisor Group, Inc. (55,101 shares), BANK OF AMERICA CORP /DE/ (28,288 shares), Virtu Financial LLC (16,665 shares), ROYAL BANK OF CANADA (9,500 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (2,000 shares), and Phocas Financial Corp. (260,364 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.