Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
166
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Total 13F shares, excl. options
-
51,613,101
-
Shares change
-
+828,738
-
Total reported value, excl. options
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$948,234,406
-
Value change
-
+$15,343,083
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Number of buys
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90
-
Number of sells
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-69
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Price
-
$18.37
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2024
180 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2024.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 166 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 51,613,101 shares
.
Largest 10 shareholders include MORGAN STANLEY (11,636,106 shares), UBS Group AG (7,368,621 shares), BANK OF AMERICA CORP /DE/ (4,522,123 shares), Royal Bank of Canada (3,083,417 shares), LPL Financial LLC (2,835,054 shares), GUNN & Co INVESTMENT MANAGEMENT, INC. (2,117,629 shares), SMITH CHAS P & ASSOCIATES PA CPAS (2,117,629 shares), ENVESTNET ASSET MANAGEMENT INC (1,388,483 shares), Citizens Business Bank (973,616 shares), and Key Financial Inc (893,857 shares).
This table shows the top 166 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.