Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / INSTL PFD SECS
-
Total 13F shares
-
9,687,867
-
Share change
-
+783,176
-
Total reported value
-
$200,135,000
-
Price per share
-
$20.67
-
Number of holders
-
69
-
Value change
-
+$16,204,600
-
Number of buys
-
45
-
Number of sells
-
18
Institutional Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2021
As of 30 Jun 2021,
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) was held by
69 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,687,867 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Jaffetilchin Investment Partners, LLC, UBS Group AG, Cherry Creek Investment Advisors, Inc., LPL Financial LLC, WELCH & FORBES LLC, WealthTrust Asset Management, LLC, Phocas Financial Corp., and PETERSON WEALTH MANAGEMENT.
This page lists
69
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| 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.