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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
38,571
shares
|
$706,620
0.13% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
36,625
shares
|
$670,970
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
36,541
shares
|
$669,431
0.5% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
36,388
shares
|
$666,628
0.27% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
36,150
shares
|
$662,268
0.59% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
36,119
shares
|
$661,700
0.01% of portfolio
|
Q2 2025
Added 211.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
35,531
shares
|
$650,927
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,000
shares
|
$641,200
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
34,150
shares
|
$625,628
0.04% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
33,859
shares
|
$620,296
0.29% of portfolio
|
Q2 2025
Added 26.23%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
33,670
shares
|
$616,834
0.2% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
32,818
shares
|
$601,225
0.58% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
32,818
shares
|
$601,225
0.48% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
32,519
shares
|
$595,748
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
32,499
shares
|
$595,381
0.19% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,442
shares
|
$594,337
0.35% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
32,197
shares
|
$589,849
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
32,117
shares
|
$588,383
0.02% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
31,730
shares
|
$581,293
0.51% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
31,092
shares
|
$569,605
0.11% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
30,844
shares
|
$565,062
0.0% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
30,667
shares
|
$561,819
0.07% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,644
shares
|
$524,758
0.19% of portfolio
|
Q4 2022
Reduced 94.05%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
28,400
shares
|
$520,288
0.03% of portfolio
|
Q2 2025
Added 108.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
28,324
shares
|
$518,895
0.01% of portfolio
|
Q1 2025
Reduced 34.05%
|