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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
   LPL FINANCIAL CORP 577 - 2024-03-31 2,481,287 $45,209,000 -363,940
   Essex LLC 5 - 2024-03-31 890,813 $16,231,000 -6,976
   Miracle Mile Advisors LLC 58 - 2024-03-31 787,354 $14,346,000 -203,928
   STIFEL FINANCIAL CORP 1143 - 2023-12-31 258,879 $4,616,000 -20,640
   FIRST TRUST ADVISORS LP 1351 - 2023-12-31 239,655 $4,273,000 -10,323
   WELCH & FORBES LLC 153 - 2024-03-31 174,836 $3,186,000 -1,588
   SHELTON WEALTH MANAGEMENT LLC 12 - 2023-12-31 171,378 $3,056,000 -106,994
   BEACON FINANCIAL GROUP 79 - 2024-03-31 165,707 $3,019,000 -37,538
   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
   GUNN & Co INVESTMENT MANAGEMENT INC. 26 - 2024-03-31 125,672 $2,290,000 -1,904,034
   VISTA INVESTMENT MANAGEMENT 28 - 2023-12-31 123,256 $2,198,000 -11,263
   Platform Technology Partners 37 - 2023-12-31 107,968 $1,945,000 -22,772
   PETERSON WEALTH MANAGEMENT 21 - 2023-12-31 92,016 $1,641,000 -111,314
   HIGHTOWER ADVISORS, LLC 1542 - 2024-03-31 83,801 $1,530,000 -3,819
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1450 - 2024-03-31 81,969 $1,493,000 -7,125
   Princeton Global Asset Management LLC 70 - 2024-03-31 78,587 $1,432,000 -5,639
   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
   RFG Advisory Group LLC 348 - 2024-03-31 57,031 $1,039,000 -1,435
   Gladstone Institutional Advisory LLC 283 - 2023-12-31 57,322 $1,022,000 -16,143
   Arkadios Wealth Advisors 234 - 2024-03-31 55,211 $1,006,000 -2,760
   Spire Wealth Management 377 - 2024-03-31 54,237 $988,000 -2,360
   Magnus Financial Group LLC 146 - 2024-03-31 46,218 $842,000 -2,868
   Western Wealth Management LLC 271 - 2024-03-31 41,638 $759,000 -722
   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
   IFP Advisors Inc 472 - 2023-12-31 37,452 $668,000 -14,818
   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
   GeoWealth Management LLC 299 - 2023-12-31 32,980 $587,000 -4,392
   Clarus Wealth Advisors 78 - 2024-03-31 29,165 $528,000 -732
   PHOCAS FINANCIAL CORP 147 - 2023-12-31 22,055 $393,000 -151,865
   H D Vest Advisory Services 1155 - 2024-03-31 21,502 $392,000 -554
   AFT, FORSYTH & COMPANY, INC. 100 - 2024-03-31 19,812 $361,000 -2,060
   Equitable Holdings Inc. 887 - 2023-12-31 19,423 $346,000 -11,568
   KINGSWOOD WEALTH ADVISORS LLC 452 - 2024-03-31 17,450 $318,000 -150
   MERCER GLOBAL ADVISORS INC /ADV 1580 - 2023-12-31 17,614 $314,000 -397
   Cetera Investment Advisers 1776 - 2023-12-31 16,757 $299,000 -1,796
   Dunhill Financial LLC 34 - 2023-12-31 16,445 $293,000 -24,539
   BENJAMIN F. EDWARDS & COMPANY INC. 803 - 2024-03-31 15,374 $280,000 -3,453
   Koshinski Asset Management Inc. 458 - 2024-03-31 14,556 $265,000 -9,131
   Marshall Financial Group LLC 164 - 2024-03-31 12,477 $227,000 -85
   CASTLE WEALTH MANAGEMENT LLC 116 - 2024-03-31 11,005 $201,000 -80
   KCS Wealth Advisory 129 - 2023-09-30 11,157 $188,000 -3,630
   Truadvice LLC 227 - 2023-09-30 10,882 $184,000 -413
   Southern Wealth Management LLP 61 - 2023-03-31 10,627 $178,000 -14,404
   NBC SECURITIES INC. 801 - 2024-03-31 9,247 $168,000 -92
   PROEQUITIES INC. 1028 - 2024-03-31 4,002 $73,000 -1,000
   Wagner Wealth Management LLC 147 - 2024-03-31 4,011 $73,000 -13,739
   BENJAMIN EDWARDS INC 454 - 2024-03-31 3,434 $63,000 -686
   Raleigh Capital Management Inc. 306 - 2023-12-31 2,254 $40,000 -547
   Global Retirement Partners LLC 1567 - 2024-03-31 1,844 $34,000 -41,291
   Capital Investment Advisory Services LLC 795 - 2024-03-31 720 $13,000 -750
   TOTH FINANCIAL ADVISORY CORP 457 - 2024-03-31 543 $10,000 -723
   Penserra Capital Management LLC 1113 - 2023-12-31 420 $7,000 -10
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2915 - 2023-12-31 154 $3,000 -446
   New Millennium Group LLC 396 - 2023-12-31 12 $0 -1
  60 Records found
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