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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
18,040
shares
|
$321,292
0.01% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,918
shares
|
$319,119
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
17,734
shares
|
$315,842
0.13% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
17,602
shares
|
$313,491
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,500
shares
|
$311,675
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
17,283
shares
|
$307,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
16,967
shares
|
$302,182
0.0% of portfolio
|
Q1 2025
Added 49.25%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
16,802
shares
|
$299,243
0.03% of portfolio
|
Q1 2025
Reduced 50.03%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
16,789
shares
|
$299,012
0.15% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,086
shares
|
$286,491
0.02% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
16,000
shares
|
$284,960
0.03% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,987
shares
|
$284,728
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
15,979
shares
|
$284,585
0.02% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
15,824
shares
|
$281,825
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,798
shares
|
$281,362
0.01% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
15,745
shares
|
$280,418
0.15% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
15,676
shares
|
$279,189
0.09% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15,470
shares
|
$275,520
0.2% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
15,362
shares
|
$273,597
0.2% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
15,325
shares
|
$272,938
0.03% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15,304
shares
|
$272,564
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
15,300
shares
|
$272,493
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,060
shares
|
$268,218
0.0% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
15,000
shares
|
$267,150
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,867
shares
|
$264,781
0.0% of portfolio
|
Q1 2025
New holding
|