Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
98
-
Total 13F shares, excl. options
-
19,869,012
-
Shares change
-
+2,156,159
-
Total reported value, excl. options
-
$352,293,211
-
Value change
-
+$35,824,372
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Number of buys
-
46
-
Number of sells
-
-58
-
Price
-
$17.72
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2022
111 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2022.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,869,012 shares
.
Largest 10 shareholders include MORGAN STANLEY (5,002,351 shares), UBS Group AG (2,727,570 shares), BANK OF AMERICA CORP /DE/ (2,271,821 shares), Essex LLC (1,003,184 shares), RAYMOND JAMES & ASSOCIATES (661,495 shares), LPL Financial LLC (616,024 shares), ADAMSBROWN WEALTH CONSULTANTS LLC (422,596 shares), Cherry Creek Investment Advisors, Inc. (417,368 shares), WealthTrust Asset Management, LLC (415,870 shares), and ROYAL BANK OF CANADA (414,365 shares).
This table shows the top 98 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.