Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
177
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Total 13F shares, excl. options
-
65,813,022
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Shares change
-
-1,376,057
-
Total reported value, excl. options
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$1,249,687,928
-
Value change
-
-$25,758,093
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Number of buys
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82
-
Number of sells
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-87
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Price
-
$18.99
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2025
193 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q2 2025.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 177 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 65,813,022 shares
.
Largest 10 shareholders include MORGAN STANLEY (15,444,690 shares), UBS Group AG (8,622,303 shares), Royal Bank of Canada (4,358,113 shares), BANK OF AMERICA CORP /DE/ (4,344,070 shares), LPL Financial LLC (3,727,860 shares), NewEdge Advisors, LLC (2,361,031 shares), SMITH CHAS P & ASSOCIATES PA CPAS (2,292,114 shares), ENVESTNET ASSET MANAGEMENT INC (2,057,676 shares), RAYMOND JAMES FINANCIAL INC (2,006,953 shares), and Merit Financial Group, LLC (1,556,456 shares).
This table shows the top 177 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.