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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
   WELLS FARGO & CO/MN 294 - 2023-12-31 10,592,022 $178,581,000 42,501
   BANK OF AMERICA CORP /DE/ 745 - 2023-12-31 7,455,397 $125,698,000 952,195
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 154 - 2024-03-31 5,394,476 $93,432,000 392,560
   JANE STREET GROUP LLC 148 - 2023-12-31 4,936,786 $83,234,000 4,158,608
   RAYMOND JAMES & ASSOCIATES 376 - 2024-03-31 3,334,448 $57,753,000 232,363
   OLD MISSION CAPITAL LLC 9 - 2023-12-31 2,835,478 $47,806,000 2,824,895
   RENAISSANCE TECHNOLOGIES LLC 393 - 2023-12-31 2,140,100 $36,082,000 1,757,405
   Kestra Advisory Services LLC 64 - 2023-12-31 2,033,998 $34,293,000 30,872
   JANNEY MONTGOMERY SCOTT LLC 226 - 2024-03-31 1,791,800 $31,034,000 323,436
   Wright Fund Managment LLC 19 - 2024-03-31 1,495,128 $25,896,000 614,600
   Magnus Financial Group LLC - 2024-03-31 1,391,222 $24,096,000 23,033
   SRS Capital Advisors Inc. 11 - 2023-12-31 1,380,543 $23,276,000 156,873
   COMMONWEALTH EQUITY SERVICES LLC. 452 - 2024-03-31 1,295,885 $22,445,000 74,688
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 231 - 2024-03-31 1,268,246 $21,966,000 22,359
   Price Capital Management Inc. - 2023-12-31 1,204,890 $20,313,000 1,204,890
   Baird Financial Group Inc. 321 - 2023-12-31 1,161,833 $19,589,000 90,637
   EMPIRICAL FINANCIAL SERVICES, LLC 31 - 2023-12-31 1,053,924 $17,769,000 48,914
   BANK OF MONTREAL /CAN/ 733 - 2023-12-31 1,000,966 $16,916,000 408,980
   Trinity Legacy Partners LLC 2 - 2024-03-31 950,065 $16,455,000 234,859
   PROSPERA FINANCIAL SERVICES 36 - 2023-12-31 932,967 $15,730,000 342,258
   HCR Wealth Advisors 8 - 2023-12-31 924,140 $15,581,000 163,975
   GRADIENT INVESTMENTS LLC 109 - 2024-03-31 783,554 $13,571,000 84,353
   Streettalk Advisors LLC - 2024-03-31 696,906 $12,070,000 135,849
   Carnick & Kubik Group LLC 28 - 2024-03-31 665,132 $11,520,000 57,131
   J P MORGAN CHASE & CO 1942 - 2023-12-31 676,220 $11,401,000 502,374
   State of Tennessee Treasury Department 347 - 2023-12-31 662,100 $11,163,000 194,900
   BABSON CAPITAL MANAGEMENT LLC 35 - 2023-12-31 633,195 $10,676,000 427,333
   Csenge Advisory Group - 2024-03-31 534,780 $9,262,000 34,973
   Private Advisor Group LLC - 2024-03-31 524,533 $9,085,000 41,067
   FINANCIAL NETWORK 376 - 2023-12-31 532,241 $8,974,000 29,798
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 505,699 $8,759,000 30,477
   Eldridge Investment Advisors Inc. 10 - 2023-12-31 506,055 $8,532,000 112,546
   COMERICA BANK 481 - 2023-12-31 461,545 $7,782,000 11,332
   AE Wealth Management LLC 479 - 2023-12-31 424,779 $7,259,000 39,530
   ORBA Wealth Advisors L.L.C. - 2024-03-31 402,242 $6,967,000 15,552
   MARINER WEALTH ADVISORS, LLC 591 - 2023-12-31 397,062 $6,694,000 10,589
   Financial Enhancement Group LLC 35 - 2024-03-31 371,177 $6,358,000 2,230
   Chicago Partners Investment Group LLC 87 - 2024-03-31 353,246 $6,030,000 18,779
   Glassy Mountain Advisors Inc. 20 - 2024-03-31 345,241 $5,980,000 19,624
   PFS Partners LLC 10 - 2024-03-31 340,188 $5,892,000 8,584
   SIGNATURE SECURITIES GROUP CORPORATION 13 - 2024-03-31 332,627 $5,761,000 3,127
   Glass Jacobson Investment Advisors llc 2 - 2024-03-31 332,472 $5,758,000 266
   NEWMAN DIGNAN & SHEERAR, INC. - 2024-03-31 330,399 $5,723,000 3,297
   OPPENHEIMER & CO INC 231 - 2023-12-31 321,072 $5,413,000 7,973
   Twelve Points Wealth Management LLC 8 - 2024-03-31 292,151 $5,060,000 292,151
   Twin Peaks Wealth Advisors LLC 11 - 2024-03-31 287,804 $4,985,000 6,152
   Sigma Planning Corp - 2024-03-31 286,331 $4,959,000 162,428
   Marion Wealth Management 18 - 2024-03-31 286,105 $4,955,000 7,059
   Western Wealth Management LLC 55 - 2024-03-31 278,774 $4,828,000 2,139
   Sound Income Strategies LLC 74 - 2024-03-31 271,043 $4,694,000 25,710
   Mid-American Wealth Advisory Group Inc. 10 - 2024-03-31 261,553 $4,530,000 17,382
   Midwest Heritage Bank FSB 13 - 2024-03-31 256,077 $4,435,000 38,690
   Atlas Private Wealth Management 15 - 2024-03-31 255,143 $4,419,000 3,083
   HOWARD FINANCIAL SERVICES LTD. 29 - 2024-03-31 247,965 $4,295,000 51,091
   Schonfeld Strategic Advisors LLC 521 - 2023-12-31 238,498 $4,021,000 238,498
   VALMARK ADVISERS INC 101 - 2023-12-31 237,044 $3,997,000 14,191
   Advisory Alpha LLC - 2023-12-31 225,669 $3,805,000 309
   Integrated Wealth Concepts LLC 289 - 2023-12-31 222,321 $3,748,000 63,554
   ASPEN INVESTMENT MANAGEMENT INC 7 - 2024-03-31 214,872 $3,722,000 1,319
   HANSON MCCLAIN, INC. 234 - 2024-03-31 200,668 $3,476,000 164,530
   FLYNN ZITO CAPITAL MANAGEMENT LLC - 2024-03-31 193,723 $3,355,000 3,571
   P-Solve LLC 15 - 2023-12-31 198,219 $3,342,000 2,135
   Etesian Wealth Advisors Inc. 11 - 2024-03-31 187,309 $3,244,000 595
   Icon Wealth Partners LLC 61 - 2023-09-30 186,939 $2,985,000 16,128
   PARK AVENUE SECURITIES LLC 296 - 2024-03-31 169,664 $2,939,000 2,291
   Icon Wealth Advisors LLC 69 - 2023-12-31 169,956 $2,865,000 55,340
   TOTH FINANCIAL ADVISORY CORP 87 - 2024-03-31 159,870 $2,769,000 8,722
   Southern Wealth Management LLP 29 - 2023-03-31 163,839 $2,615,000 26,798
   Edmonds Duncan Registered Investment Advisors LLC 28 - 2024-03-31 149,957 $2,597,000 825
   LAKE STREET FINANCIAL LLC 76 - 2024-03-31 143,776 $2,490,000 13,657
   Capital Investment Advisory Services LLC 93 - 2024-03-31 135,567 $2,348,000 7,285
   Walker Asset Management LLC 9 - 2024-03-31 135,360 $2,344,000 400
   Migdal Insurance & Financial Holdings Ltd. 112 - 2024-03-31 130,532 $2,261,000 130,532
   STEPHENS INC /AR/ 388 - 2023-12-31 127,017 $2,141,000 9,000
   Strategic Financial Concepts LLC 55 - 2024-03-31 110,692 $1,917,000 14,301
   Cedrus LLC 26 - 2024-03-31 108,709 $1,883,000 7,269
   RFG Advisory Group LLC 232 - 2024-03-31 108,638 $1,882,000 6,127
   Brookstone Capital Management 365 - 2024-03-31 103,999 $1,801,000 16,911
   ICA Group Wealth Management LLC 55 - 2023-12-31 102,965 $1,736,000 9,107
   Moser Wealth Advisors LLC - 2024-03-31 92,222 $1,597,000 69
   Mainsail Financial Group LLC 27 - 2024-03-31 91,540 $1,585,000 3,766
   NBC SECURITIES INC. 171 - 2024-03-31 78,249 $1,355,000 3,357
   Patten Group Inc. 93 - 2024-03-31 77,171 $1,337,000 2,693
   NORTHWEST WEALTH MANAGEMENT LLC 58 - 2023-12-31 78,327 $1,321,000 308
   SYNOVUS FINANCIAL CORP 381 - 2023-12-31 77,520 $1,307,000 1,311
   WealthBridge Capital Management LLC - 2024-03-31 75,238 $1,303,000 3,753
   JAFFETILCHIN INVESTMENT PARTNERS LLC 108 - 2023-12-31 77,178 $1,301,000 11,438
   VISTA INVESTMENT MANAGEMENT 53 - 2023-12-31 75,737 $1,277,000 8,420
   Moors & Cabot Inc. 243 - 2023-12-31 73,948 $1,247,000 4,522
   Harvest Investment Services LLC 55 - 2023-12-31 70,585 $1,190,000 70,585
   Connectus Wealth LLC 315 - 2023-12-31 70,000 $1,180,000 70,000
   AXS Investments LLC 145 - 2023-12-31 70,000 $1,180,000 1,000
   Dynamic Advisors Solutions LLC 442 - 2024-03-31 59,320 $1,027,000 33,752
   Cooper Financial Group 123 - 2024-03-31 56,330 $976,000 73
   QUANTITATIVE ADVANTAGE LLC 91 - 2023-03-31 60,557 $966,000 20,993
   Good Life Advisors LLC - 2024-03-31 53,717 $930,000 27,228
   Mutual Advisors LLC - 2024-03-31 52,266 $905,000 14,844
   CITADEL ADVISORS LLC 3053 - 2023-12-31 51,978 $876,000 24,472
   Prospect Financial Services LLC 34 - 2024-03-31 48,626 $842,000 23,177
   MJP ASSOCIATES INC /ADV 69 - 2024-03-31 46,081 $798,000 1,505
  100 Records found
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