Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
96
-
Total 13F shares, excl. options
-
17,631,770
-
Shares change
-
+3,457,863
-
Total reported value, excl. options
-
$359,690,156
-
Value change
-
+$70,508,894
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Number of buys
-
61
-
Number of sells
-
-23
-
Price
-
$20.4
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q4 2021
102 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q4 2021.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,631,770 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,125,659 shares), BANK OF AMERICA CORP /DE/ (2,216,954 shares), UBS Group AG (1,150,331 shares), Essex LLC (781,390 shares), Jaffetilchin Investment Partners, LLC (652,535 shares), Bullseye Investment Management, LLC (504,243 shares), LPL Financial LLC (475,286 shares), WealthTrust Asset Management, LLC (454,561 shares), Cherry Creek Investment Advisors, Inc. (408,833 shares), and Sterling Manor Financial, LLC (394,767 shares).
This table shows the top 96 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.