Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
7,011,483
-
Shares change
-
-1,171,681
-
Total reported value, excl. options
-
$142,891,000
-
Value change
-
-$23,713,367
-
Number of buys
-
27
-
Number of sells
-
-22
-
Price
-
$20.38
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q4 2020
59 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q4 2020.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,011,483 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,702,615 shares), BANK OF AMERICA CORP /DE/ (1,261,368 shares), UBS Group AG (484,686 shares), PETERSON WEALTH MANAGEMENT (415,592 shares), Phocas Financial Corp. (330,712 shares), LPL Financial LLC (265,999 shares), RAYMOND JAMES & ASSOCIATES (223,203 shares), QP WEALTH MANAGEMENT, LLC (219,593 shares), WELCH & FORBES LLC (215,829 shares), and FIRST TRUST ADVISORS LP (142,791 shares).
This table shows the top 55 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.