Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
8,282,585
-
Shares change
-
+1,190,481
-
Total reported value, excl. options
-
$167,844,624
-
Value change
-
+$24,113,824
-
Number of buys
-
45
-
Number of sells
-
-20
-
Price
-
$20.26
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q1 2021
73 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q1 2021.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,282,585 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,184,509 shares), BANK OF AMERICA CORP /DE/ (1,361,700 shares), UBS Group AG (497,859 shares), Jaffetilchin Investment Partners, LLC (492,877 shares), PETERSON WEALTH MANAGEMENT (352,973 shares), Phocas Financial Corp. (325,618 shares), LPL Financial LLC (293,242 shares), WELCH & FORBES LLC (289,053 shares), QP WEALTH MANAGEMENT, LLC (230,917 shares), and RAYMOND JAMES & ASSOCIATES (207,881 shares).
This table shows the top 66 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.