Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
7,512,448
-
Shares change
-
-444,795
-
Total reported value, excl. options
-
$141,628,000
-
Value change
-
-$8,193,256
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Number of buys
-
23
-
Number of sells
-
-24
-
Price
-
$18.84
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2020
52 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2020.
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 7,512,448 shares
.
Largest 10 shareholders include SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (1,645,594 shares), MORGAN STANLEY (1,116,120 shares), BANK OF AMERICA CORP /DE/ (1,048,278 shares), UBS Group AG (457,622 shares), PETERSON WEALTH MANAGEMENT (408,982 shares), RAYMOND JAMES & ASSOCIATES (373,589 shares), Phocas Financial Corp. (305,337 shares), LPL Financial LLC (272,771 shares), CITADEL ADVISORS LLC (271,575 shares), and QP WEALTH MANAGEMENT, LLC (234,082 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.