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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
   SMITH CHAS P & ASSOCIATES PA CPAS 21 - 2024-03-31 2,103,853 $38,332,000 74,147
   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
   ENVESTNET ASSET MANAGEMENT INC 1186 - 2023-12-31 853,024 $15,209,000 228,513
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 639 - 2024-03-31 784,596 $14,295,000 56,730
   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
   ADAMSBROWN WEALTH CONSULTANTS LLC 9 - 2024-03-31 617,439 $11,250,000 31,121
   JANNEY MONTGOMERY SCOTT LLC 507 - 2024-03-31 592,930 $10,803,000 39,986
   RAYMOND JAMES & ASSOCIATES 1196 - 2024-03-31 515,048 $9,384,000 19,281
   Elevated Capital Advisors LLC 9 - 2024-03-31 410,223 $7,474,000 20,820
   INTEGRAL INVESTMENT ADVISORS INC. 15 - 2024-03-31 267,417 $4,867,000 41,022
   COMMONWEALTH EQUITY SERVICES LLC. 1206 - 2024-03-31 256,368 $4,671,000 4,788
   SIGNATURE SECURITIES GROUP CORPORATION 20 - 2024-03-31 246,072 $4,483,000 26,551
   BEACON FINANCIAL GROUP 63 - 2023-12-31 203,245 $3,624,000 1,456
   Private Advisor Group LLC 702 - 2024-03-31 137,189 $2,500,000 16,624
   WEDBUSH MORGAN SECURITIES INC 161 - 2023-12-31 117,681 $2,098,000 10,602
   Financial Advocates Investment Management 181 - 2024-03-31 111,029 $2,023,000 18,072
   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
   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
   Wealthcare Advisory Partners LLC 296 - 2024-03-31 78,064 $1,422,000 28,520
   Sigma Planning Corp 399 - 2024-03-31 76,414 $1,392,000 37,624
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 206 - 2024-03-31 73,510 $1,339,000 700
   Goss Wealth Management LLC 813 - 2023-12-31 73,396 $1,309,000 12,901
   COMERICA BANK 1477 - 2023-12-31 62,537 $1,115,000 12,441
   Twin Peaks Wealth Advisors LLC 42 - 2024-03-31 56,167 $1,023,000 6,793
   Steward Partners Investment Advisory LLC 728 - 2023-12-31 55,256 $985,000 13,136
   PRINCIPAL SECURITIES INC. 472 - 2024-03-31 51,277 $934,000 50,745
   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
   PARK AVENUE SECURITIES LLC 735 - 2024-03-31 46,397 $845,000 34,949
   INTL FCSTONE INC. 184 - 2024-03-31 41,468 $756,000 15,990
   KESTRA PRIVATE WEALTH SERVICES LLC 662 - 2024-03-31 38,926 $709,000 18,197
   Stratos Wealth Partners LTD. 762 - 2024-03-31 37,455 $682,000 1,893
   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
   LINCOLN NATIONAL CORP 704 - 2024-03-31 30,209 $550,000 390
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 190 - 2023-12-31 26,309 $469,000 9
   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
   Mutual Advisors LLC 789 - 2024-03-31 20,177 $368,000 5,567
   Virtue Capital Management LLC 229 - 2023-12-31 20,093 $356,000 2,145
   Envestnet Portfolio Solutions Inc. 1348 - 2023-12-31 15,158 $270,000 3,456
   Snowden Capital Advisors LLC 969 - 2023-12-31 14,203 $253,000 86
   GREATMARK INVESTMENT PARTNERS, INC. 119 - 2023-12-31 13,400 $239,000 525
   Csenge Advisory Group 674 - 2024-03-31 10,938 $199,000 866
   PRIVATE TRUST CO NA 655 - 2024-03-31 10,629 $194,000 1,009
   Geneos Wealth Management Inc. 1631 - 2024-03-31 371 $7,000 49
  56 Records found
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