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Get Institutions for : 
First Trust Institutional Preferred Securities And Income Etf (FPEI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    11
Total shares held : 
 49,779,381  
% of shares held : 
 33.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 7,816,996  
% of shares held change : 
   5.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 1,221,267
 2.45%
 
Increased Positions :
48
 9,633,669
 19.35%
 
Unchanged Positions :
17
 836,560
 1.68%
 
Decreased Positions :
58
-2,525,397
-5.07%
 
Closed Positions :
8
-512,543
-1.03%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 382 - 2024-03-31 7,460,004 $135,921,000 1,036,428
   BANK OF AMERICA CORP /DE/ 1016 - 2024-03-31 4,417,097 $80,480,000 239,799
   SMITH CHAS P & ASSOCIATES PA CPAS 21 - 2024-03-31 2,103,853 $38,332,000 74,147
   ENVESTNET ASSET MANAGEMENT INC 1020 - 2024-03-31 1,279,722 $23,317,000 426,698
   J P MORGAN CHASE & CO 1612 - 2024-03-31 1,170,008 $21,318,000 857,902
   Citizens Business Bank 3 - 2024-03-31 979,784 $17,852,000 6,956
   Key Financial Inc 2 - 2024-03-31 882,575 $16,081,000 49,599
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 639 - 2024-03-31 784,596 $14,295,000 56,730
   BB&T CORP 521 - 2024-03-31 733,743 $13,369,000 56,299
   ADAMSBROWN WEALTH CONSULTANTS LLC 9 - 2024-03-31 617,439 $11,250,000 31,121
   Advisor Group Holdings Inc. 631 - 2024-03-31 611,561 $11,141,000 134,933
   JANNEY MONTGOMERY SCOTT LLC 507 - 2024-03-31 592,930 $10,803,000 39,986
   RAYMOND JAMES & ASSOCIATES 1196 - 2024-03-31 515,048 $9,384,000 19,281
   Baird Financial Group Inc. 548 - 2024-03-31 416,000 $7,580,000 263,209
   Elevated Capital Advisors LLC 9 - 2024-03-31 410,223 $7,474,000 20,820
   INTEGRAL INVESTMENT ADVISORS INC. 15 - 2024-03-31 267,417 $4,867,000 41,022
   COMMONWEALTH EQUITY SERVICES LLC. 1206 - 2024-03-31 256,368 $4,671,000 4,788
   SIGNATURE SECURITIES GROUP CORPORATION 20 - 2024-03-31 246,072 $4,483,000 26,551
   VISTA INVESTMENT MANAGEMENT 14 - 2024-03-31 218,026 $3,972,000 94,770
   Kingsview Wealth Management LLC 207 - 2024-03-31 200,417 $3,652,000 16,666
   MULTIFINANCIAL SECURITIES CORP 576 - 2024-03-31 196,923 $3,588,000 106,103
   SHELTON WEALTH MANAGEMENT LLC 10 - 2024-03-31 194,972 $3,552,000 23,594
   1776 WEALTH LLC 15 - 2024-03-31 167,061 $3,044,000 21
   FINANCIAL NETWORK 895 - 2024-03-31 144,709 $2,637,000 40,111
   Private Advisor Group LLC 702 - 2024-03-31 137,189 $2,500,000 16,624
   WEDBUSH MORGAN SECURITIES INC 165 - 2024-03-31 133,324 $2,429,000 15,643
   Financial Advocates Investment Management 181 - 2024-03-31 111,029 $2,023,000 18,072
   Walker Asset Management LLC 13 - 2024-03-31 89,855 $1,637,000 1,769
   EMPIRICAL FINANCIAL SERVICES, LLC 205 - 2024-03-31 86,879 $1,583,000 1,876
   Goss Wealth Management LLC 812 - 2024-03-31 79,004 $1,439,000 5,608
   Wealthcare Advisory Partners LLC 296 - 2024-03-31 78,064 $1,422,000 28,520
   Sigma Planning Corp 399 - 2024-03-31 76,414 $1,392,000 37,624
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 206 - 2024-03-31 73,510 $1,339,000 700
   Steward Partners Investment Advisory LLC 707 - 2024-03-31 71,393 $1,301,000 16,137
   Twin Peaks Wealth Advisors LLC 42 - 2024-03-31 56,167 $1,023,000 6,793
   PRINCIPAL SECURITIES INC. 472 - 2024-03-31 51,277 $934,000 50,745
   CWM LLC 901 - 2024-03-31 48,948 $892,000 14,407
   PARK AVENUE SECURITIES LLC 735 - 2024-03-31 46,397 $845,000 34,949
   INTL FCSTONE INC. 184 - 2024-03-31 41,468 $756,000 15,990
   KESTRA PRIVATE WEALTH SERVICES LLC 662 - 2024-03-31 38,926 $709,000 18,197
   Forum Private Client Group LLC 38 - 2024-03-31 38,206 $696,000 1,125
   NATIONAL ASSET MANAGEMENT, INC. 647 - 2024-03-31 40,754 $688,000 2,425
   Stratos Wealth Partners LTD. 762 - 2024-03-31 37,455 $682,000 1,893
   PROSPERA FINANCIAL SERVICES 579 - 2023-12-31 35,946 $641,000 2,082
   LINCOLN NATIONAL CORP 704 - 2024-03-31 30,209 $550,000 390
   Concurrent Investment Advisors LLC 532 - 2024-03-31 28,943 $527,000 11,885
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 204 - 2024-03-31 28,259 $515,000 1,950
   Equitable Holdings Inc. 802 - 2024-03-31 27,423 $500,000 8,000
   Envestnet Portfolio Solutions Inc. 1124 - 2024-03-31 27,435 $500,000 12,277
   Virtue Capital Management LLC 221 - 2024-03-31 25,594 $464,000 5,501
   Cetera Investment Advisers 1294 - 2024-03-31 22,331 $407,000 5,574
   Key Client Fiduciary Advisors LLC 117 - 2024-03-31 21,921 $399,000 13
   Mutual Advisors LLC 789 - 2024-03-31 20,177 $368,000 5,567
   ARS Wealth Advisors Group LLC 121 - 2024-03-31 18,482 $337,000 4,300
   MERCER GLOBAL ADVISORS INC /ADV 1512 - 2024-03-31 17,913 $326,000 299
   Snowden Capital Advisors LLC 930 - 2024-03-31 16,956 $309,000 2,753
   Ameritas Advisory Services LLC 740 - 2024-03-31 14,772 $267,000 14,772
   SILVER OAK SECURITIES Inc 336 - 2024-03-31 13,339 $243,000 2,968
   Jacobi Capital Management LLC 464 - 2024-03-31 11,123 $203,000 108
   Csenge Advisory Group 674 - 2024-03-31 10,938 $199,000 866
   PRIVATE TRUST CO NA 655 - 2024-03-31 10,629 $194,000 1,009
   Raleigh Capital Management Inc. 223 - 2024-03-31 7,288 $133,000 5,034
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1772 - 2024-03-31 5,821 $106,000 5,667
   WELLS FARGO & CO/MN 4311 - 2024-03-31 5,690 $104,000 4,711
   PNC FINANCIAL SERVICES GROUP INC 2813 - 2024-03-31 3,772 $69,000 1,229
   Geneos Wealth Management Inc. 1631 - 2024-03-31 371 $7,000 49
  66 Records found
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