Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / INSTL PFD SECS
-
Total 13F shares
-
7,956,698
-
Share change
-
+940,899
-
Total reported value
-
$134,712,000
-
Price per share
-
$16.91
-
Number of holders
-
47
-
Value change
-
+$15,265,828
-
Number of buys
-
31
-
Number of sells
-
17
Institutional Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q1 2020
As of 31 Mar 2020,
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,956,698 shares.
The largest 10 holders included
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., UBS Group AG, PETERSON WEALTH MANAGEMENT, LPL Financial LLC, Phocas Financial Corp., RAYMOND JAMES & ASSOCIATES, and QP WEALTH MANAGEMENT, LLC.
This page lists
47
institutional shareholders reporting positions in this security
for the Q1 2020 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.