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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 260 - 2023-12-31 47,129,755 $794,608,000 -4,298,853
   ROYAL BANK OF CANADA 225 - 2023-12-31 18,912,418 $318,864,000 -1,202,342
   LPL FINANCIAL CORP 177 - 2023-12-31 10,139,362 $170,950,000 -604,245
   UBS Group AG 282 - 2023-12-31 9,792,482 $165,101,000 -107,881
   PARK NATIONAL CORP /OH/ 7 - 2024-03-31 3,262,711 $56,510,000 -33,834
   STIFEL FINANCIAL CORP 325 - 2023-12-31 2,401,954 $40,497,000 -16,846
   HIGHTOWER ADVISORS, LLC 319 - 2023-12-31 2,094,725 $35,313,000 -485,094
   Advisor Group Holdings Inc. 332 - 2023-12-31 1,842,555 $31,066,000 -1,227,783
   ENVESTNET ASSET MANAGEMENT INC 844 - 2023-12-31 1,712,790 $28,878,000 -196,071
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 259 - 2023-12-31 1,536,190 $25,900,000 -101,859
   Rockefeller Capital Management L.P. 247 - 2023-12-31 1,464,538 $24,692,000 -37,755
   COUNTRY TRUST BANK 62 - 2024-03-31 1,384,283 $23,976,000 -52,274
   BB&T CORP 456 - 2023-12-31 980,600 $16,533,000 -119,687
   MML INVESTORS SERVICES LLC 307 - 2023-12-31 793,982 $13,387,000 -61,974
   Strategic Financial Group LLC - 2023-12-31 674,085 $11,365,000 -20,911
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 441 - 2024-03-31 643,511 $11,146,000 -72,891
   Stratos Wealth Partners LTD. 129 - 2024-03-31 580,452 $10,053,000 -210,213
   Miracle Mile Advisors LLC 81 - 2024-03-31 501,622 $8,688,000 -203,997
   CITIGROUP INC 892 - 2023-12-31 511,192 $8,619,000 -65,027
   Triumph Capital Management 4 - 2024-03-31 490,004 $8,531,000 -20,638
   We Are One Seven LLC 49 - 2023-12-31 447,743 $7,549,000 -5,735
   Quad-Cities Investment Group LLC 2 - 2024-03-31 410,778 $7,115,000 -3,435
   REGAL INVESTMENT ADVISORS, LLC 53 - 2023-12-31 394,570 $6,652,000 -4,643
   IRONWOOD INVESTMENT COUNSEL LLC 21 - 2023-12-31 392,577 $6,619,000 -91,756
   Cetera Investment Advisers 355 - 2023-12-31 387,248 $6,529,000 -16,777
   HARBOUR INVESTMENTS INC. 64 - 2023-12-31 369,196 $6,225,000 -36,410
   Archer Investment Corp 9 - 2023-12-31 364,012 $6,137,000 -40,690
   Gladstone Institutional Advisory LLC 74 - 2023-12-31 358,160 $6,039,000 -31,799
   WAYNE HUMMER INVESTMENTS L.L.C. 32 - 2023-12-31 337,630 $5,692,000 -5,442
   Goss Wealth Management LLC 330 - 2023-12-31 319,405 $5,398,000 -391,560
   Equitable Holdings Inc. 210 - 2023-12-31 318,563 $5,371,000 -74,105
   CAPTRUST FINANCIAL ADVISORS 542 - 2023-12-31 309,826 $5,224,000 -13,643
   H D Vest Advisory Services 280 - 2023-12-31 300,258 $5,062,000 -38,295
   Choice Wealth Advisors LLC 13 - 2024-03-31 288,588 $4,998,000 -628
   Family Legacy Inc. 15 - 2024-03-31 280,276 $4,854,000 -995
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 64 - 2023-12-31 261,556 $4,410,000 -160,705
   Kinloch Capital LLC 3 - 2023-12-31 259,222 $4,370,000 -68,981
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1214 - 2023-12-31 256,026 $4,317,000 -47,534
   FIRST HEARTLAND CONSULTANTS INC 60 - 2023-12-31 223,873 $3,775,000 -6,386
   GILL CAPITAL PARTNERS LLC 22 - 2023-12-31 219,738 $3,705,000 -24,405
   TRUENORTH, INC. 19 - 2024-03-31 202,563 $3,508,000 -5,218
   DAVIDSON D A & CO 363 - 2023-12-31 200,432 $3,379,000 -108,381
   STONEBRIDGE ADVISORS LLC 5 - 2024-03-31 182,555 $3,162,000 -1,789,558
   Naviter Wealth LLC 45 - 2024-03-31 180,620 $3,128,000 -4,071
   Steward Partners Investment Advisory LLC 391 - 2023-12-31 181,587 $3,062,000 -105,685
   CITY HOLDING CO 68 - 2024-03-31 165,407 $2,863,000 -3,370
   CWM LLC 535 - 2024-03-31 164,510 $2,849,000 -69,444
   IFP Advisors Inc 162 - 2023-12-31 164,543 $2,774,000 -18,953
   IHT Wealth Management LLC 169 - 2023-12-31 160,517 $2,706,000 -10,672
   Atria Wealth Solutions Inc. 504 - 2023-12-31 158,328 $2,669,000 -6,106
   Blackhawk Capital Partners LLC. - 2024-03-31 141,206 $2,446,000 -8,757
   Beacon Pointe Advisors LLC 437 - 2023-12-31 139,092 $2,345,000 -42,896
   AUTUS ASSET MANAGEMENT, LLC 65 - 2022-12-31 134,133 $2,253,000 -4,730
   BENJAMIN F. EDWARDS & COMPANY INC. 346 - 2024-03-31 125,443 $2,173,000 -2,461
   MULTIFINANCIAL SECURITIES CORP 470 - 2023-12-31 128,804 $2,172,000 -23,273
   New Potomac Partneres LLC - 2024-03-31 119,180 $2,064,000 -1,210
   Asset Allocation Strategies LLC 32 - 2023-12-31 122,333 $2,063,000 -7,128
   Resources Investment Advisors Inc. 315 - 2023-12-31 118,511 $1,998,000 -13,958
   Gallacher Capital Management LLC 15 - 2023-12-31 106,681 $1,799,000 -7,900
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 118 - 2024-03-31 98,209 $1,710,000 -1,701,079
   Parallel Advisors LLC 234 - 2023-12-31 99,541 $1,678,000 -14,265
   Kingsview Wealth Management LLC 349 - 2023-12-31 89,521 $1,509,000 -173,494
   Andesa Financial Management Inc. 45 - 2022-12-31 88,838 $1,492,000 -83,532
   PRIVATE TRUST CO NA 148 - 2024-03-31 82,967 $1,437,000 -18,725
   Financial Advisory Service Inc. - 2024-03-31 80,978 $1,403,000 -6,293
   Altus Wealth Group LLC - 2024-03-31 73,130 $1,267,000 -41,930
   J.W. COLE ADVISORS INC. - 2024-03-31 71,649 $1,241,000 -6,722
   Essex LLC - 2024-03-31 68,017 $1,178,000 -2,255
   Quantum Private Wealth LLC 46 - 2023-12-31 69,866 $1,178,000 -1,553
   Snowden Capital Advisors LLC 401 - 2023-12-31 67,921 $1,145,000 -16,599
   SPC FINANCIAL, INC. - 2024-03-31 66,072 $1,144,000 -7,456
   Integrated Advisors Network LLC 268 - 2023-12-31 67,452 $1,137,000 -3,694
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 64,632 $1,119,000 -3,843
   QP WEALTH MANAGEMENT LLC 19 - 2023-09-30 67,673 $1,081,000 -1,895
   Berger Financial Group Inc 143 - 2024-03-31 62,139 $1,076,000 -20,649
   PSI Advisors LLC 47 - 2024-03-31 61,940 $1,073,000 -14,963
   Summit Financial LLC 183 - 2024-03-31 59,562 $1,032,000 -26,518
   Measured Wealth Private Client Group LLC 40 - 2024-03-31 58,336 $1,010,000 -638
   Dunhill Financial LLC 19 - 2023-12-31 58,189 $981,000 -288,900
   Accel Wealth Management 63 - 2024-03-31 56,091 $972,000 -540
   Concentrum Wealth Management 28 - 2023-12-31 57,326 $967,000 -26,080
   Cornell Pochily Investment Advisors Inc. 72 - 2024-03-31 55,724 $965,000 -1,712
   DAVENPORT & CO LLC - 2024-03-31 54,177 $938,000 -2,760
   BROWN ADVISORY HOLDINGS INC 801 - 2024-03-31 53,001 $918,000 -1,415
   Aspen Wealth Strategies LLC 30 - 2023-12-31 54,186 $914,000 -1,471
   Ausdal Financial Partners Inc. 184 - 2024-03-31 51,767 $897,000 -22
   FIRST TRUST ADVISORS LP 2005 - 2023-12-31 51,159 $863,000 -3,330
   PNC FINANCIAL SERVICES GROUP INC 1209 - 2023-12-31 50,882 $858,000 -21,422
   Strategic Blueprint LLC 271 - 2024-03-31 48,460 $839,000 -56
   WILEY BROS.-AINTREE CAPITAL LLC 183 - 2024-03-31 48,104 $819,000 -22,898
   US BANCORP 1229 - 2023-12-31 47,560 $802,000 -9,680
   ADVISORY SERVICES NETWORK, LLC 718 - 2023-12-31 47,482 $801,000 -295,617
   NORTHERN OAK CAPITAL MANAGEMENT INC 133 - 2024-03-31 45,835 $794,000 -89,308
   CYPRESS CAPITAL GROUP - 2023-12-31 46,214 $779,000 -6,430
   RAYMOND JAMES TRUST CO 563 - 2024-03-31 41,931 $726,000 -1,273
   RPg Family Wealth Advisory LLC - 2023-12-31 43,088 $726,000 -620
   Oder Investment Management LLC 48 - 2023-12-31 40,422 $682,000 -584
   SAVANT CAPITAL MANAGEMENT INC 506 - 2023-12-31 38,443 $648,000 -30,317
   Tanglewood Legacy Advisors LLC 47 - 2024-03-31 35,560 $616,000 -700
   Soltis Investment Advisors LLC 186 - 2024-03-31 34,256 $593,000 -9,484
  100 Records found
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