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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
19,080
shares
|
$349,545
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
18,927
shares
|
$346,742
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
18,340
shares
|
$335,988
0.03% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
18,250
shares
|
$334,340
0.14% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,243
shares
|
$334,211
0.04% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
18,200
shares
|
$333,424
0.03% of portfolio
|
Q1 2025
Added 37.88%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
18,040
shares
|
$330,492
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
17,734
shares
|
$324,886
0.13% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
17,668
shares
|
$323,677
0.09% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,599
shares
|
$322,413
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,500
shares
|
$320,600
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
16,858
shares
|
$308,838
0.15% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,219
shares
|
$297,132
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$293,120
0.03% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
15,979
shares
|
$292,735
0.02% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
15,966
shares
|
$292,497
0.13% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
15,832
shares
|
$290,042
0.02% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,798
shares
|
$289,419
0.01% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
15,555
shares
|
$284,967
0.01% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
15,491
shares
|
$283,795
0.02% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15,470
shares
|
$283,410
0.2% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
15,325
shares
|
$280,754
0.03% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15,304
shares
|
$280,369
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
15,300
shares
|
$280,296
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
15,275
shares
|
$279,838
0.11% of portfolio
|
Q2 2025
Added 2.93%
|