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 |
|---|---|---|---|---|---|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
26,424
shares
|
$470,611
0.32% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
26,347
shares
|
$469,240
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
25,789
shares
|
$459,302
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
25,703
shares
|
$457,770
0.37% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
25,288
shares
|
$450,379
0.21% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
25,153
shares
|
$447,974
0.33% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
25,095
shares
|
$446,941
0.04% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
25,095
shares
|
$446,941
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
24,892
shares
|
$443,326
0.15% of portfolio
|
Q3 2023
Reduced 18.55%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
24,742
shares
|
$440,655
0.02% of portfolio
|
Q1 2025
Reduced 43.24%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24,708
shares
|
$440,049
0.0% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
24,704
shares
|
$439,978
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,688
shares
|
$439,693
0.15% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
24,688
shares
|
$439,693
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
24,575
shares
|
$437,680
0.32% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
24,507
shares
|
$436,469
0.04% of portfolio
|
Q1 2025
Added 34.25%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
24,362
shares
|
$433,887
0.05% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
24,148
shares
|
$430,075
0.3% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
24,043
shares
|
$428,205
0.25% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
23,810
shares
|
$424,056
0.18% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
23,693
shares
|
$421,972
0.06% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
23,610
shares
|
$420,494
0.15% of portfolio
|
Q1 2025
Reduced 34.35%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
23,467
shares
|
$417,947
0.13% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
22,590
shares
|
$402,327
0.09% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
22,247
shares
|
$396,219
0.0% of portfolio
|
Q1 2025
Added 431.46%
|