Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
27
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Total 13F shares, excl. options
-
1,925,759
-
Shares change
-
-97,698
-
Total reported value, excl. options
-
$36,544,000
-
Value change
-
-$1,853,522
-
Number of buys
-
13
-
Number of sells
-
-12
-
Price
-
$18.98
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q3 2018
29 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q3 2018.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,925,759 shares
.
Largest 10 shareholders include Raymond James Financial Services Advisors, Inc. (424,933 shares), Phocas Financial Corp. (275,050 shares), BANK OF AMERICA CORP /DE/ (242,483 shares), FIRST TRUST ADVISORS LP (173,620 shares), LPL Financial LLC (168,744 shares), UBS Group AG (117,686 shares), Advisory Services Network, LLC (99,283 shares), ROYAL BANK OF CANADA (79,560 shares), B. Riley Wealth Management, Inc. (64,970 shares), and Private Advisor Group, LLC (38,208 shares).
This table shows the top 27 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.