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 447 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,685
shares
|
$226,173
0.02% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,530
shares
|
$223,409
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
12,481
shares
|
$222,536
0.13% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,328
shares
|
$219,808
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
12,294
shares
|
$219,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
12,111
shares
|
$215,939
0.02% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,078
shares
|
$215,350
0.01% of portfolio
|
Q4 2024
Reduced 41.58%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
12,000
shares
|
$213,959
0.06% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,672
shares
|
$208,111
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
11,670
shares
|
$208,076
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11,570
shares
|
$206,293
0.12% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,425
shares
|
$203,707
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
11,324
shares
|
$201,906
0.07% of portfolio
|
Q3 2024
Reduced 96.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
11,080
shares
|
$197,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,964
shares
|
$195,488
0.02% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,577
shares
|
$188,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
10,525
shares
|
$187,660
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,500
shares
|
$187,214
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,307
shares
|
$183,773
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
10,302
shares
|
$183,684
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,254
shares
|
$182,828
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
10,253
shares
|
$182,810
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,224
shares
|
$182,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
10,188
shares
|
$181,652
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,174
shares
|
$181,402
0.01% of portfolio
|
Q3 2024
Added 5.81%
|