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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
23,952
shares
|
$438,800
0.02% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
23,693
shares
|
$434,055
0.06% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
23,610
shares
|
$432,535
0.15% of portfolio
|
Q1 2025
Reduced 34.35%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
22,079
shares
|
$404,487
0.01% of portfolio
|
Q2 2025
Added 23.22%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
21,849
shares
|
$400,273
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,815
shares
|
$399,650
0.03% of portfolio
|
Q4 2021
Reduced 3.56%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
21,721
shares
|
$397,928
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
21,635
shares
|
$396,353
0.05% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
21,590
shares
|
$395,528
0.07% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,537
shares
|
$394,557
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
21,409
shares
|
$392,212
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
21,119
shares
|
$386,900
0.11% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,761
shares
|
$380,341
0.04% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
20,628
shares
|
$377,904
0.02% of portfolio
|
Q2 2025
Added 73.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
20,600
shares
|
$377,392
0.18% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
20,499
shares
|
$375,541
0.1% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
20,404
shares
|
$373,801
0.11% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
20,305
shares
|
$371,987
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20,293
shares
|
$371,767
0.01% of portfolio
|
Q2 2025
Added 61.9%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
20,097
shares
|
$368,177
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
20,083
shares
|
$367,920
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
20,058
shares
|
$367,462
0.0% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
19,905
shares
|
$364,659
0.09% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,551
shares
|
$358,174
0.02% of portfolio
|
Q2 2025
Reduced 29.62%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
19,186
shares
|
$351,487
0.2% of portfolio
|
Q4 2023
New holding
|