Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
136
-
Total 13F shares, excl. options
-
41,870,893
-
Shares change
-
+1,742,705
-
Total reported value, excl. options
-
$706,574,374
-
Value change
-
+$29,279,309
-
Number of buys
-
70
-
Number of sells
-
-75
-
Price
-
$16.85
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2023
157 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2023.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41,870,893 shares
.
Largest 10 shareholders include MORGAN STANLEY (8,598,658 shares), UBS Group AG (4,806,464 shares), Royal Bank of Canada (3,492,541 shares), SMITH CHAS P & ASSOCIATES PA CPAS (2,207,639 shares), BANK OF AMERICA CORP /DE/ (2,176,442 shares), LPL Financial LLC (2,102,820 shares), JANE STREET GROUP, LLC (1,576,596 shares), Miracle Mile Advisors, LLC (1,425,182 shares), Citizens Business Bank (1,040,991 shares), and Essex LLC (891,465 shares).
This table shows the top 136 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.