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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,131
shares
|
$180,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,104
shares
|
$180,154
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,075
shares
|
$179,637
0.05% of portfolio
|
Q1 2024
Reduced 9.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,483
shares
|
$169,081
0.0% of portfolio
|
Q2 2021
Added 81.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,400
shares
|
$149,772
0.01% of portfolio
|
Q4 2022
Reduced 54.35%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
7,770
shares
|
$138,539
0.11% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,400
shares
|
$131,942
0.01% of portfolio
|
Q2 2022
Added 27.15%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
7,301
shares
|
$130,176
0.08% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
6,851
shares
|
$122,153
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,864
shares
|
$104,555
0.05% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,720
shares
|
$101,987
0.01% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,147
shares
|
$91,771
0.1% of portfolio
|
Q2 2022
Added 4.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,736
shares
|
$84,442
0.01% of portfolio
|
Q3 2024
Added 552.34%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
4,488
shares
|
$80,021
0.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,998
shares
|
$71,284
0.03% of portfolio
|
Q3 2024
Reduced 31.31%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,849
shares
|
$68,627
0.01% of portfolio
|
Q4 2024
Added 435.33%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,820
shares
|
$68,110
0.05% of portfolio
|
Q3 2024
Added 75.87%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,731
shares
|
$66,523
0.02% of portfolio
|
Q3 2021
Reduced 0.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,463
shares
|
$61,745
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,395
shares
|
$60,532
0.0% of portfolio
|
Q4 2024
Reduced 50.92%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$58,838
0.02% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,143
shares
|
$56,039
0.01% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,004
shares
|
$53,561
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,959
shares
|
$52,758
0.01% of portfolio
|
Q2 2023
Reduced 69.96%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
2,759
shares
|
$49,192
0.03% of portfolio
|
Q1 2023
Reduced 11.97%
|