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 |
|---|---|---|---|---|---|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
12,748
shares
|
$233,543
0.06% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
12,546
shares
|
$229,842
0.0% of portfolio
|
Q2 2025
Reduced 93.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,530
shares
|
$229,549
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,075
shares
|
$221,214
0.02% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
12,000
shares
|
$219,840
0.06% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
11,985
shares
|
$219,565
0.02% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
11,966
shares
|
$219,217
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
11,858
shares
|
$217,238
0.03% of portfolio
|
Q2 2025
Reduced 87.67%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
11,820
shares
|
$216,542
0.02% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
11,817
shares
|
$216,487
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
11,731
shares
|
$214,911
0.14% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11,672
shares
|
$213,831
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
11,594
shares
|
$212,402
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11,570
shares
|
$211,962
0.12% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
11,303
shares
|
$207,070
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,282
shares
|
$206,686
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
11,178
shares
|
$204,780
0.04% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,102
shares
|
$203,388
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
11,030
shares
|
$202,069
0.01% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,890
shares
|
$199,504
0.01% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,842
shares
|
$198,625
0.05% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
10,746
shares
|
$196,866
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,656
shares
|
$195,217
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
10,593
shares
|
$194,063
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,577
shares
|
$193,770
0.0% of portfolio
|
Q3 2024
New holding
|