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Get Institutions for : 
First Trust Preferred Securities And Income (FPE)  
$17.17 0.15 (0.87%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 382    17
Total shares held : 
197,584,395  
% of shares held : 
68.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -57  
Amount of shares held : 
4,238,939  
% of shares held change : 
  1.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$15.89  
Last Quarter's Ending Price : 
$16.86  
Last Quarter's Average Price
$16.13  
Change from last quarter's     
avg. price to the last closing  : 
1.04 (6.45%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 2,265,110
 1.15%
 
Increased Positions :
129
 19,155,637
 9.69%
 
Unchanged Positions :
65
 1,967,098
 1%
 
Decreased Positions :
169
-16,039,815
-8.12%
 
Closed Positions :
36
-1,141,993
-0.58%
 
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
   BARCLAYS PLC 870 *New 2023-12-31 838,610 $14,139,000 838,610
   Synergy Financial Management LLC 21 *New 2024-03-31 424,860 $7,359,000 424,860
   BEACON FINANCIAL GROUP 86 *New 2023-12-31 147,709 $2,490,000 147,709
   Waterloo Capital L.P. 114 *New 2023-12-31 74,005 $1,248,000 74,005
   Global Assets Advisory LLC 230 *New 2024-03-31 17,410 $1,000,000 17,410
   Clear Creek Financial Management LLC 225 *New 2024-03-31 32,346 $560,000 32,346
   VERITION FUND MANAGEGMENT LLC 1020 *New 2023-12-31 30,000 $506,000 30,000
   THRIVENT FINANCIAL FOR LUTHERANS 2226 *New 2023-12-31 21,267 $359,000 21,267
   SILVER OAK SECURITIES Inc 433 *New 2023-12-31 13,166 $222,000 13,166
   TWO SIGMA SECURITIES LLC 895 *New 2023-12-31 11,081 $187,000 11,081
   COLONY GROUP, LLC 760 *New 2023-12-31 10,377 $175,000 10,377
   WOODMONT INVESTMENT COUNSEL LLC 260 *New 2024-03-31 10,048 $174,000 10,048
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 8,853 $153,000 8,853
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 289 *New 2024-03-31 2,546 $44,000 2,546
   Bogart Wealth LLC 426 *New 2024-03-31 2,050 $36,000 2,050
   SIGNATUREFD, LLC *New 2024-03-31 1,689 $29,000 1,689
   FSC Wealth Advisors LLC 152 *New 2024-03-31 1,172 $20,000 1,172
   Register Financial Advisors LLC 456 *New 2024-03-31 1,071 $19,000 1,071
   LifeSteps Financial Inc. 256 *New 2024-03-31 931 $16,000 931
   Morton Brown Family Wealth LLC 136 *New 2024-03-31 840 $15,000 840
   Beaird Harris Wealth Management LLC 306 *New 2023-12-31 766 $13,000 766
   Ahrens Investment Partners LLC 632 *New 2023-03-31 599 $10,000 599
   Penserra Capital Management LLC 1114 *New 2023-12-31 444 $7,000 444
   BNP PARIBAS ARBITRAGE SA *New 2024-03-31 275 $5,000 275
   FIRST UNITED BANK TRUST/ *New 2024-03-31 220 $4,000 220

  25 Records found
  1    
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