Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / INSTL PFD SECS
-
Total 13F shares
-
2,064,198
-
Share change
-
-321,653
-
Total reported value
-
$40,026,074
-
Price per share
-
$19.39
-
Number of holders
-
20
-
Value change
-
-$6,236,904
-
Number of buys
-
6
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,064,198 shares.
The largest 10 holders included
ADAMSBROWN WEALTH CONSULTANTS LLC, Westview Management dba Westview Investment Advisors, Ocean Park Asset Management, LLC, Synergy Asset Management, LLC, WINEBRENNER CAPITAL MANAGEMENT LLC, PARK NATIONAL CORP /OH/, Lakeridge Wealth Management LLC, Jaffetilchin Investment Partners, LLC, QP WEALTH MANAGEMENT, LLC, and SILVER OAK SECURITIES, INCORPORATED.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 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.