FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / INSTL PFD SECS
Total 13F shares
67,313,994
Share change
+3,546,218
Total reported value
$1,258,675,672
Price per share
$18.70
Number of holders
179
Value change
+$66,405,876
Number of buys
97
Number of sells
77

Institutional Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q1 2025

As of 31 Mar 2025, FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) was held by 179 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 67,313,994 shares. The largest 10 holders included MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, LPL Financial LLC, ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMENT INC, NewEdge Advisors, LLC, SMITH CHAS P & ASSOCIATES PA CPAS, RAYMOND JAMES FINANCIAL INC, and JPMORGAN CHASE & CO. This page lists 180 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
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.