Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
69
-
Total 13F shares, excl. options
-
9,687,867
-
Shares change
-
+783,176
-
Total reported value, excl. options
-
$200,135,000
-
Value change
-
+$16,204,607
-
Number of buys
-
45
-
Number of sells
-
-18
-
Price
-
$20.67
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2021
74 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2021.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,687,867 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,369,908 shares), BANK OF AMERICA CORP /DE/ (1,454,744 shares), Jaffetilchin Investment Partners, LLC (591,658 shares), UBS Group AG (574,850 shares), Cherry Creek Investment Advisors, Inc. (372,785 shares), LPL Financial LLC (350,675 shares), WELCH & FORBES LLC (333,948 shares), WealthTrust Asset Management, LLC (295,002 shares), Phocas Financial Corp. (289,633 shares), and PETERSON WEALTH MANAGEMENT (260,234 shares).
This table shows the top 69 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.