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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
   MORGAN STANLEY 743 - 2023-12-31 11,755,682 $209,604,000 674,435
   UBS Group AG 379 - 2023-12-31 6,423,576 $114,532,000 59,700
   BANK OF AMERICA CORP /DE/ 962 - 2023-12-31 4,177,298 $74,481,000 1,647,671
   ROYAL BANK OF CANADA 634 - 2023-12-31 3,372,824 $60,137,000 23,903
   LPL FINANCIAL CORP 493 - 2023-12-31 2,845,227 $50,730,000 420,310
   GUNN & Co INVESTMENT MANAGEMENT INC. 23 - 2023-12-31 2,029,706 $36,190,000 1,906,834
   SMITH CHAS P & ASSOCIATES PA CPAS 23 - 2023-12-31 2,029,706 $36,190,000 2,029,706
   JANE STREET GROUP LLC 554 - 2023-12-31 1,071,022 $19,096,000 1,033,203
   Citizens Business Bank 3 - 2024-03-31 979,784 $17,852,000 6,956
   Essex LLC 5 - 2023-12-31 897,789 $16,008,000 34,875
   ENVESTNET ASSET MANAGEMENT INC 1186 - 2023-12-31 853,024 $15,209,000 228,513
   Key Financial Inc 2 - 2023-12-31 832,976 $14,852,000 404,949
   Miracle Mile Advisors LLC 58 - 2024-03-31 787,354 $14,346,000 -203,928
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 640 - 2023-12-31 727,866 $12,978,000 115,730
   BB&T CORP 534 - 2023-12-31 677,444 $12,079,000 241,941
   RENAISSANCE TECHNOLOGIES LLC 876 - 2023-12-31 645,100 $11,502,000 555,562
   FUKOKU MUTUAL LIFE INSURANCE CO 41 - 2023-12-31 620,000 $11,055,000 0
   ADAMSBROWN WEALTH CONSULTANTS LLC 8 - 2023-12-31 586,318 $10,454,000 21,996
   JANNEY MONTGOMERY SCOTT LLC 510 - 2023-12-31 552,944 $9,859,000 -5,880
   RAYMOND JAMES & ASSOCIATES 1178 - 2023-12-31 495,767 $8,840,000 -30,766
   Advisor Group Holdings Inc. 884 - 2023-12-31 476,628 $8,498,000 -179,190
   Elevated Capital Advisors LLC 9 - 2024-03-31 410,223 $7,474,000 20,820
   J P MORGAN CHASE & CO 2369 *New 2023-12-31 312,106 $5,565,000 312,106
   STIFEL FINANCIAL CORP 1143 - 2023-12-31 258,879 $4,616,000 -20,640
   COMMONWEALTH EQUITY SERVICES LLC. 1148 - 2023-12-31 251,580 $4,486,000 -248
   SIGNATURE SECURITIES GROUP CORPORATION 20 - 2024-03-31 246,072 $4,483,000 26,551
   FIRST TRUST ADVISORS LP 1351 - 2023-12-31 239,655 $4,273,000 -10,323
   INTEGRAL INVESTMENT ADVISORS INC. 14 - 2023-12-31 226,395 $4,037,000 15,228
   BEACON FINANCIAL GROUP 63 - 2023-12-31 203,245 $3,624,000 1,456
   G&S Capital LLC 12 *New 2024-03-31 186,976 $3,407,000 186,976
   Kingsview Wealth Management LLC 194 *New 2023-12-31 183,751 $3,276,000 183,751
   WELCH & FORBES LLC 151 - 2023-12-31 176,424 $3,146,000 -4,200
   SHELTON WEALTH MANAGEMENT LLC 12 - 2023-12-31 171,378 $3,056,000 -106,994
   1776 WEALTH LLC 13 - 2023-12-31 167,040 $2,978,000 -457
   Rockefeller Capital Management L.P. 795 - 2023-12-31 161,006 $2,871,000 -63,006
   Baird Financial Group Inc. 851 - 2023-12-31 152,791 $2,724,000 -226,025
   QP WEALTH MANAGEMENT LLC 3 - 2023-09-30 160,040 $2,701,000 -3,809
   ZRC WEALTH MANAGEMENT LLC 18 - 2024-03-31 137,218 $2,500,000 -18,677
   VISTA INVESTMENT MANAGEMENT 28 - 2023-12-31 123,256 $2,198,000 -11,263
   Streettalk Advisors LLC 101 *New 2023-12-31 120,897 $2,156,000 120,897
   Private Advisor Group LLC 735 - 2023-12-31 120,565 $2,150,000 5,277
   WEDBUSH MORGAN SECURITIES INC 161 - 2023-12-31 117,681 $2,098,000 10,602
   SUTTON PLACE INVESTORS LLC 18 - 2023-12-31 112,110 $1,999,000 1,500
   Platform Technology Partners 37 - 2023-12-31 107,968 $1,945,000 -22,772
   ICA Group Wealth Management LLC 50 - 2023-12-31 106,445 $1,898,000 1,887
   FINANCIAL NETWORK 991 - 2023-12-31 104,598 $1,865,000 9,300
   Financial Advocates Investment Management 200 - 2023-12-31 92,957 $1,657,000 14,444
   PETERSON WEALTH MANAGEMENT 21 - 2023-12-31 92,016 $1,641,000 -111,314
   Walker Asset Management LLC 13 - 2024-03-31 89,855 $1,637,000 1,769
   MULTIFINANCIAL SECURITIES CORP 573 - 2023-12-31 90,820 $1,619,000 6,079
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1340 - 2023-12-31 89,094 $1,589,000 -111,877
   HIGHTOWER ADVISORS, LLC 1544 - 2023-12-31 87,620 $1,563,000 -39,137
   Visionary Wealth Advisors 183 *New 2023-12-31 86,607 $1,544,000 86,607
   EMPIRICAL FINANCIAL SERVICES, LLC 195 - 2023-12-31 85,003 $1,516,000 -1,030
   Princeton Global Asset Management LLC - 2023-12-31 84,226 $1,502,000 -5,748
   Global Assets Advisory LLC 183 *New 2024-03-31 27,300 $1,500,000 27,300
   Wealthcare Advisory Partners LLC 296 - 2024-03-31 78,064 $1,422,000 28,520
   Goss Wealth Management LLC 813 - 2023-12-31 73,396 $1,309,000 12,901
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 201 - 2023-12-31 72,810 $1,298,000 -2,070
   United Capital Management of KS Inc. 56 - 2024-03-31 68,495 $1,248,000 -3,986
   Atria Wealth Solutions Inc. 802 - 2023-12-31 63,503 $1,132,000 -15,717
   COMERICA BANK 1477 - 2023-12-31 62,537 $1,115,000 12,441
   RFG Advisory Group LLC 348 - 2024-03-31 57,031 $1,039,000 -1,435
   Arkadios Wealth Advisors - 2023-12-31 57,971 $1,034,000 -27,737
   Gladstone Institutional Advisory LLC 283 - 2023-12-31 57,322 $1,022,000 -16,143
   Spire Wealth Management 354 - 2023-12-31 56,597 $1,011,000 -2,188
   Steward Partners Investment Advisory LLC 728 - 2023-12-31 55,256 $985,000 13,136
   JAFFETILCHIN INVESTMENT PARTNERS LLC 142 - 2023-12-31 50,906 $908,000 23,477
   CWM LLC 901 - 2024-03-31 48,948 $892,000 14,407
   Twin Peaks Wealth Advisors LLC 38 - 2023-12-31 49,374 $880,000 0
   Magnus Financial Group LLC 129 - 2023-12-31 49,086 $875,000 -330,132
   PARK AVENUE SECURITIES LLC 735 - 2024-03-31 46,397 $845,000 34,949
   Maia Wealth LLC 61 - 2023-12-31 44,938 $801,000 0
   Global Retirement Partners LLC 390 - 2023-12-31 43,135 $768,000 -64,801
   Western Wealth Management LLC 329 - 2023-12-31 42,360 $755,000 6,631
   Sigma Planning Corp 353 - 2023-12-31 38,790 $692,000 -38,373
   HARBOUR INVESTMENTS INC. 452 - 2023-12-31 38,370 $684,000 -5,665
   NATIONAL ASSET MANAGEMENT, INC. 668 - 2023-12-31 38,329 $683,000 -2,425
   Stratos Wealth Partners LTD. 762 - 2024-03-31 37,455 $682,000 1,893
   IFP Advisors Inc 472 - 2023-12-31 37,452 $668,000 -14,818
   Forum Private Client Group LLC 40 - 2023-12-31 37,081 $661,000 37,081
   PROSPERA FINANCIAL SERVICES 579 - 2023-12-31 35,946 $641,000 2,082
   DAVIDSON D A & CO 857 - 2023-12-31 34,961 $623,000 -351
   MML INVESTORS SERVICES LLC 1635 - 2023-12-31 34,016 $607,000 -62,261
   Inscription Capital LLC 84 *New 2024-03-31 32,845 $598,000 32,845
   GeoWealth Management LLC 299 - 2023-12-31 32,980 $587,000 -4,392
   SlateStone Wealth LLC 159 - 2023-12-31 30,000 $535,000 0
   LINCOLN NATIONAL CORP 644 - 2023-12-31 29,819 $532,000 402
   Clarus Wealth Advisors 78 - 2024-03-31 29,165 $528,000 -732
   We Are One Seven LLC 516 *New 2023-12-31 28,443 $507,000 28,443
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 190 - 2023-12-31 26,309 $469,000 9
   INTL FCSTONE INC. 207 - 2023-12-31 25,478 $454,000 10
   LFA - Lugano Financial Advisors SA - 2023-12-31 24,000 $428,000 0
   Koshinski Asset Management Inc. 307 - 2023-12-31 23,687 $422,000 4,895
   Key Client Fiduciary Advisors LLC 117 - 2024-03-31 21,921 $399,000 13
   H D Vest Advisory Services 1094 - 2023-12-31 22,056 $393,000 1,761
   PHOCAS FINANCIAL CORP 147 - 2023-12-31 22,055 $393,000 -151,865
   AFT, FORSYTH & COMPANY, INC. 92 - 2023-12-31 21,872 $390,000 -4,732
   KESTRA PRIVATE WEALTH SERVICES LLC 845 - 2023-12-31 20,729 $370,000 1,218
   Virtue Capital Management LLC 229 - 2023-12-31 20,093 $356,000 2,145
  100 Records found
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