Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
8,050,443
-
Shares change
-
+539,044
-
Total reported value, excl. options
-
$156,083,000
-
Value change
-
+$10,465,453
-
Number of buys
-
31
-
Number of sells
-
-19
-
Price
-
$19.38
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q3 2020
54 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q3 2020.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,050,443 shares
.
Largest 10 shareholders include SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (1,519,911 shares), MORGAN STANLEY (1,468,942 shares), BANK OF AMERICA CORP /DE/ (1,164,225 shares), UBS Group AG (479,871 shares), PETERSON WEALTH MANAGEMENT (404,486 shares), Phocas Financial Corp. (300,447 shares), LPL Financial LLC (270,659 shares), RAYMOND JAMES & ASSOCIATES (233,764 shares), QP WEALTH MANAGEMENT, LLC (232,292 shares), and CITADEL ADVISORS LLC (170,307 shares).
This table shows the top 52 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.