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 454 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
19,813
shares
|
$352,077
0.38% of portfolio
|
Q4 2024
Added 66.43%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
19,186
shares
|
$340,935
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
19,144
shares
|
$340,188
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
19,080
shares
|
$339,051
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
19,004
shares
|
$337,701
0.18% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
18,962
shares
|
$336,954
0.16% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
18,255
shares
|
$324,391
0.03% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,243
shares
|
$324,178
0.04% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
18,243
shares
|
$324,178
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
18,200
shares
|
$323,414
0.03% of portfolio
|
Q1 2024
Reduced 57.87%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
18,125
shares
|
$322,081
0.02% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
18,088
shares
|
$321,423
0.01% of portfolio
|
Q4 2024
Reduced 33.68%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,784
shares
|
$316,021
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
17,631
shares
|
$313,302
0.04% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
17,555
shares
|
$311,952
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
17,500
shares
|
$310,975
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
17,394
shares
|
$309,091
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
16,865
shares
|
$299,691
0.01% of portfolio
|
Q4 2024
Reduced 22.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,563
shares
|
$294,324
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
16,470
shares
|
$292,671
0.0% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
16,313
shares
|
$289,882
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,987
shares
|
$284,088
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
15,819
shares
|
$281,103
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,772
shares
|
$280,268
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,588
shares
|
$276,998
0.02% of portfolio
|
Q4 2024
Added 2.64%
|