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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
   CWA Asset Management Group LLC 420 *Closed 2023-12-31 0 $0 -23,394
   Wagner Wealth Management LLC 250 *Closed 2024-03-31 0 $0 -20,866
   SPINNAKER TRUST 270 *Closed 2023-12-31 0 $0 -11,463
   N.E.W. Advisory Services LLC 175 *Closed 2024-03-31 0 $0 -10,425
   RSM US WEALTH MANAGEMENT LLC 666 *Closed 2024-03-31 0 $0 -54,841
   ALPHAMARK ADVISORS LLC 735 *Closed 2024-03-31 0 $0 -250
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -32
   Strategic Investment Solutions Inc. /IL 679 *Closed 2023-12-31 0 $0 -5,180
   HRT FINANCIAL LLC 2200 *Closed 2023-12-31 0 $0 -16,895
   Flaharty Asset Management LLC 338 *Closed 2023-12-31 0 $0 -13,188
   Foundations Investment Advisors LLC 715 *Closed 2023-12-31 0 $0 -18,120
   Coppell Advisory Solutions Corp. 500 *Closed 2023-03-31 0 $0 -534
   EverSource Wealth Advisors LLC 2638 *Closed 2023-12-31 0 $0 -653
   Wealthcare Advisory Partners LLC 815 *Closed 2024-03-31 0 $0 -23,116
   TOWER RESEARCH CAPITAL LLC 5862 *Closed 2023-12-31 0 $0 -85
   Objective Capital Management LLC 120 *Closed 2023-12-31 0 $0 -10,000
   ATRIA INVESTMENTS LLC 928 *Closed 2023-12-31 0 $0 -270,872
   Golden State Equity Partners 362 *Closed 2023-12-31 0 $0 -12,498
   Koesten Hirschmann & Crabtree INC. 168 *Closed 2023-12-31 0 $0 -1,446
   Lido Advisors LLC 1204 *Closed 2023-12-31 0 $0 -14,581
   Stonebridge Financial Planning Group LLC 153 *Closed 2023-12-31 0 $0 -43,422
   Axiom Investment Management LLC 287 *Closed 2022-12-31 0 $0 -200
   Baron Financial Group LLC 51 *Closed 2024-03-31 0 $0 -13,385
   Prestige Wealth Management Group LLC 1015 *Closed 2024-03-31 0 $0 -200
   Biltmore Family Office LLC 241 *Closed 2023-12-31 0 $0 -40,523
   Coppell Advisory Solutions LLC 1828 *Closed 2023-12-31 0 $0 -534
   J2 Capital Management Inc 100 *Closed 2023-09-30 0 $0 -36,096
   Cape Investment Advisory Inc. 1140 *Closed 2023-12-31 0 $0 -1,340
   Commonwealth Financial Services LLC 195 *Closed 2023-12-31 0 $0 -66,028
   Cadent Capital Advisors LLC 139 *Closed 2024-03-31 0 $0 -10,298
   Emerald Investment Partners LLC 494 *Closed 2024-03-31 0 $0 -14,826
   Kovack Advisors Inc. 570 *Closed 2024-03-31 0 $0 -174,998
   CI Private Wealth LLC 2343 *Closed 2023-12-31 0 $0 -21,263
   BKM Wealth Management LLC 568 *Closed 2024-03-31 0 $0 -245
   CFG ASSET MANAGEMENT LLC 577 *Closed 2023-12-31 0 $0 -401
   Meridian Financial Partners LLC 54 *Closed 2024-03-31 0 $0 -36,469
   ANTONETTI CAPITAL MANAGEMENT LLC 354 *Closed 2023-09-30 0 $0 -2,083
   Lowe fs LLC 315 *Closed 2024-03-31 0 $0 -41

  38 Records found
  1    
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