Institutional Ownership First Tr Pfd Secs & Income ETF (FPE)
This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE). We have compiled data on the 497 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
49,714
shares
|
$910,760
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
49,228
shares
|
$901,856
0.41% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
49,022
shares
|
$898,083
0.6% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
48,657
shares
|
$891,396
0.11% of portfolio
|
Q2 2024
Reduced 37.28%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
48,601
shares
|
$890,370
0.47% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
48,366
shares
|
$886,065
1.5% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
48,285
shares
|
$884,581
0.02% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
46,647
shares
|
$854,573
0.5% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
46,601
shares
|
$853,730
0.16% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
44,871
shares
|
$822,036
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
44,414
shares
|
$813,664
0.89% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
44,232
shares
|
$810,330
0.01% of portfolio
|
Q2 2025
Added 336.51%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
43,650
shares
|
$799,668
0.14% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
43,330
shares
|
$793,805
0.05% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
43,260
shares
|
$792,523
0.78% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
41,503
shares
|
$760,334
0.34% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
41,380
shares
|
$758,081
0.06% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
41,263
shares
|
$755,938
0.04% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
39,657
shares
|
$726,516
0.06% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
39,581
shares
|
$725,123
0.27% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
39,484
shares
|
$723,346
0.05% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
39,200
shares
|
$718,144
0.43% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
39,043
shares
|
$715,267
0.56% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
39,008
shares
|
$714,626
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
38,866
shares
|
$712,025
0.03% of portfolio
|
Q2 2025
Reduced 21.6%
|