Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
185
-
Total 13F shares, excl. options
-
69,636,339
-
Shares change
-
+3,777,128
-
Total reported value, excl. options
-
$1,346,605,167
-
Value change
-
+$73,152,897
-
Number of buys
-
100
-
Number of sells
-
-84
-
Price
-
$19.34
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q3 2025
202 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q3 2025.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 185 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69,636,339 shares
.
Largest 10 shareholders include MORGAN STANLEY (16,561,025 shares), UBS Group AG (8,827,172 shares), ROYAL BANK OF CANADA (4,774,138 shares), BANK OF AMERICA CORP /DE/ (4,544,959 shares), LPL Financial LLC (4,269,996 shares), NewEdge Advisors, LLC (2,478,933 shares), ENVESTNET ASSET MANAGEMENT INC (1,806,383 shares), Merit Financial Group, LLC (1,653,787 shares), RAYMOND JAMES FINANCIAL INC (1,647,445 shares), and Montis Financial, LLC (1,568,581 shares).
This table shows the top 185 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.