Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / PFD SECS INC ETF
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Number of holders
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396
-
Total 13F shares, excl. options
-
185M
-
Shares change
-
+1.06M
-
Total reported value, excl. options
-
$3.21B
-
Value change
-
+$18.6M
-
Number of buys
-
177
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Number of sells
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-189
-
Price
-
$17.36
Significant Holders of FIRST TR EXCH TRADED FD III - PFD SECS INC ETF (FPE) as of Q2 2024
438 filings reported holding FPE - FIRST TR EXCH TRADED FD III - PFD SECS INC ETF as of Q2 2024.
FIRST TR EXCH TRADED FD III - PFD SECS INC ETF (FPE) has 396 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 185M shares
.
Largest 10 shareholders include MORGAN STANLEY (47.1M shares), Royal Bank of Canada (16.4M shares), WELLS FARGO & COMPANY/MN (11.7M shares), LPL Financial LLC (10.8M shares), UBS Group AG (10.7M shares), BANK OF AMERICA CORP /DE/ (5.64M shares), Raymond James Financial Services Advisors, Inc. (5.55M shares), RAYMOND JAMES & ASSOCIATES (3.31M shares), PARK NATIONAL CORP /OH/ (3.18M shares), and HighTower Advisors, LLC (2.62M shares).
This table shows the top 396 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.