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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
36,808
shares
|
$655,550
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
36,477
shares
|
$649,655
0.3% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
36,150
shares
|
$643,831
0.59% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
36,119
shares
|
$643,279
0.01% of portfolio
|
Q2 2025
Added 211.29%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
36,118
shares
|
$643,261
0.02% of portfolio
|
Q1 2025
Reduced 30.47%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
35,519
shares
|
$632,593
0.54% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,285
shares
|
$628,425
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
34,723
shares
|
$618,416
0.12% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
32,818
shares
|
$584,488
0.58% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
32,818
shares
|
$584,488
0.48% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
32,519
shares
|
$579,163
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
32,499
shares
|
$578,807
0.19% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
32,197
shares
|
$573,428
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
31,730
shares
|
$565,111
0.51% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
30,450
shares
|
$542,314
0.02% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,644
shares
|
$510,149
0.19% of portfolio
|
Q4 2022
Reduced 94.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
28,324
shares
|
$504,450
0.01% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
28,163
shares
|
$501,583
0.4% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
27,785
shares
|
$494,850
0.48% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27,780
shares
|
$494,761
0.04% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
27,572
shares
|
$491,057
0.3% of portfolio
|
Q1 2023
Reduced 8.9%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
27,149
shares
|
$483,523
0.07% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
27,000
shares
|
$480,869
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
26,823
shares
|
$477,717
0.25% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
26,702
shares
|
$475,562
0.02% of portfolio
|
Q1 2025
New holding
|