FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI)

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / INSTL PFD SECS
Total 13F shares
51,490,973
Share change
+828,441
Total reported value
$945,915,140
Price per share
$18.37
Number of holders
165
Value change
+$15,337,655
Number of buys
90
Number of sells
69

Institutional Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2024

As of 30 Jun 2024, FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) was held by 165 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 51,490,973 shares. The largest 10 holders included MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, Royal Bank of Canada, LPL Financial LLC, GUNN & Co INVESTMENT MANAGEMENT, INC., SMITH CHAS P & ASSOCIATES PA CPAS, ENVESTNET ASSET MANAGEMENT INC, Citizens Business Bank, and Key Financial Inc. This page lists 166 institutional shareholders reporting positions in this security for the Q2 2024 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.