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 454 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
29,908
shares
|
$531,465
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
29,100
shares
|
$517,107
0.02% of portfolio
|
Q2 2023
Reduced 70.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,644
shares
|
$509,003
0.19% of portfolio
|
Q4 2022
Reduced 94.05%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
27,884
shares
|
$495,498
0.08% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,760
shares
|
$493,295
0.15% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
27,572
shares
|
$489,954
0.3% of portfolio
|
Q1 2023
Reduced 8.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,324
shares
|
$485,547
0.01% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
27,305
shares
|
$485,209
0.1% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
27,050
shares
|
$480,678
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
27,000
shares
|
$479,790
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
26,862
shares
|
$477,337
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,744
shares
|
$475,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
26,585
shares
|
$472,415
0.05% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
25,863
shares
|
$459,585
0.05% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
25,473
shares
|
$452,655
0.5% of portfolio
|
Q4 2024
Added 52.23%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
25,465
shares
|
$452,513
0.34% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
25,273
shares
|
$449,101
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,095
shares
|
$445,938
0.05% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
25,095
shares
|
$445,938
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,032
shares
|
$444,818
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
24,892
shares
|
$442,330
0.15% of portfolio
|
Q3 2023
Reduced 18.55%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
24,878
shares
|
$442,082
0.04% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
24,817
shares
|
$440,998
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
24,695
shares
|
$438,830
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
24,688
shares
|
$438,705
0.11% of portfolio
|
Q2 2024
New holding
|