Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / INSTL PFD SECS
-
Total 13F shares
-
65,813,022
-
Share change
-
-1,376,057
-
Total reported value
-
$1,249,687,928
-
Price per share
-
$18.99
-
Number of holders
-
177
-
Value change
-
-$25,758,052
-
Number of buys
-
82
-
Number of sells
-
87
Institutional Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) was held by
177 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
65,813,022 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, Royal Bank of Canada, BANK OF AMERICA CORP /DE/, LPL Financial LLC, NewEdge Advisors, LLC, SMITH CHAS P & ASSOCIATES PA CPAS, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, and Merit Financial Group, LLC.
This page lists
178
institutional shareholders reporting positions in this security
for the Q2 2025 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.