Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
6,927,408
-
Shares change
-
+1,350,054
-
Total reported value, excl. options
-
$139,037,000
-
Value change
-
+$27,123,225
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Number of buys
-
25
-
Number of sells
-
-15
-
Price
-
$20.06
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q4 2019
48 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q4 2019.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,927,408 shares
.
Largest 10 shareholders include SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (1,377,140 shares), MORGAN STANLEY (1,217,463 shares), BANK OF AMERICA CORP /DE/ (1,154,141 shares), Raymond James Financial Services Advisors, Inc. (385,498 shares), PETERSON WEALTH MANAGEMENT (369,116 shares), LPL Financial LLC (319,672 shares), Phocas Financial Corp. (299,381 shares), UBS Group AG (204,346 shares), RAYMOND JAMES & ASSOCIATES (183,127 shares), and QP WEALTH MANAGEMENT, LLC (171,280 shares).
This table shows the top 45 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.