Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
1,958,591
-
Shares change
-
+86,602
-
Total reported value, excl. options
-
$37,220,000
-
Value change
-
+$1,604,732
-
Number of buys
-
14
-
Number of sells
-
-10
-
Price
-
$19.00
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2018
27 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2018.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,958,591 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (384,924 shares), Raymond James Financial Services Advisors, Inc. (375,959 shares), Phocas Financial Corp. (283,794 shares), LPL Financial LLC (209,308 shares), FIRST TRUST ADVISORS LP (180,146 shares), UBS Group AG (101,732 shares), Advisory Services Network, LLC (98,260 shares), ROYAL BANK OF CANADA (72,227 shares), Advisor Group, Inc. (65,662 shares), and STIFEL FINANCIAL CORP (43,014 shares).
This table shows the top 25 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.