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 486 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
48,091
shares
|
$856,500
0.0% of portfolio
|
Q1 2025
Added 188.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
44,871
shares
|
$799,152
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
44,867
shares
|
$799,081
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
44,759
shares
|
$797,157
0.03% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
44,414
shares
|
$791,013
0.89% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
43,650
shares
|
$777,406
0.14% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
43,618
shares
|
$776,836
0.37% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
43,344
shares
|
$771,956
0.17% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
43,330
shares
|
$771,707
0.05% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
43,260
shares
|
$770,460
0.78% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
41,380
shares
|
$736,977
0.06% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
39,864
shares
|
$709,977
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
39,849
shares
|
$709,710
0.06% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
39,669
shares
|
$706,504
0.27% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
39,657
shares
|
$706,291
0.06% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
39,200
shares
|
$698,152
0.43% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
39,043
shares
|
$695,355
0.62% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
39,003
shares
|
$694,643
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
38,571
shares
|
$686,949
0.13% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
38,381
shares
|
$683,565
0.05% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
37,728
shares
|
$671,935
0.03% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,442
shares
|
$666,842
0.4% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
37,084
shares
|
$660,466
0.05% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
37,028
shares
|
$659,468
0.27% of portfolio
|
Q1 2025
Added 107.66%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
36,945
shares
|
$657,990
0.09% of portfolio
|
Q1 2025
Added 50.37%
|