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 |
|---|---|---|---|---|---|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
28,163
shares
|
$515,946
0.4% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
27,785
shares
|
$509,021
0.48% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
27,572
shares
|
$505,119
0.3% of portfolio
|
Q1 2023
Reduced 8.9%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
27,149
shares
|
$497,369
0.07% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
26,765
shares
|
$490,334
0.02% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
26,424
shares
|
$484,087
0.32% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
26,347
shares
|
$482,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
25,789
shares
|
$472,454
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
25,786
shares
|
$472,399
0.05% of portfolio
|
Q2 2025
Added 116.38%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
25,703
shares
|
$470,878
0.37% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25,527
shares
|
$467,654
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
25,425
shares
|
$465,786
0.31% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
25,288
shares
|
$463,276
0.21% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
25,153
shares
|
$460,802
0.33% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
25,095
shares
|
$459,740
0.03% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
24,892
shares
|
$456,021
0.15% of portfolio
|
Q3 2023
Reduced 18.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
24,871
shares
|
$455,636
0.03% of portfolio
|
Q2 2025
Reduced 35.2%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24,708
shares
|
$452,650
0.0% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
24,704
shares
|
$452,577
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
24,688
shares
|
$452,284
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,688
shares
|
$452,284
0.15% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
24,595
shares
|
$450,580
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
24,362
shares
|
$446,311
0.05% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
24,163
shares
|
$442,666
0.24% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
24,148
shares
|
$442,391
0.3% of portfolio
|
Q2 2025
Reduced 16.02%
|