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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
15,154
shares
|
$277,621
0.11% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
15,000
shares
|
$274,800
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,867
shares
|
$272,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,777
shares
|
$270,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,764
shares
|
$270,476
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,656
shares
|
$268,497
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
14,572
shares
|
$266,959
0.16% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,466
shares
|
$265,017
0.0% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,391
shares
|
$263,643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,385
shares
|
$263,533
0.07% of portfolio
|
Q2 2025
Reduced 71.79%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
14,342
shares
|
$262,745
0.07% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
14,007
shares
|
$256,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
13,967
shares
|
$255,875
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
13,910
shares
|
$254,831
0.0% of portfolio
|
Q4 2023
Added 178.2%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
13,729
shares
|
$251,515
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
13,607
shares
|
$249,280
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
13,526
shares
|
$247,796
0.0% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,508
shares
|
$247,466
0.01% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
13,325
shares
|
$244,114
0.03% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
13,298
shares
|
$243,619
0.18% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
13,298
shares
|
$243,619
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
13,230
shares
|
$242,373
0.08% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
13,090
shares
|
$239,808
0.11% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,072
shares
|
$239,479
0.02% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,844
shares
|
$235,302
0.1% of portfolio
|
Q2 2025
Added 18.78%
|