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 |
|---|---|---|---|---|---|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
12,000
shares
|
$213,719
0.06% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
11,917
shares
|
$212,241
0.02% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
11,731
shares
|
$208,929
0.13% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
11,712
shares
|
$208,590
0.02% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
11,672
shares
|
$207,878
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11,570
shares
|
$206,061
0.12% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
11,566
shares
|
$205,990
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
11,400
shares
|
$203,033
0.18% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,282
shares
|
$200,932
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
11,075
shares
|
$197,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
10,946
shares
|
$194,948
0.02% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
10,842
shares
|
$193,096
0.05% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,656
shares
|
$189,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,577
shares
|
$188,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
10,534
shares
|
$187,610
0.1% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,356
shares
|
$184,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
10,344
shares
|
$184,226
0.09% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,284
shares
|
$183,158
0.03% of portfolio
|
Q1 2025
Reduced 22.09%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
10,188
shares
|
$181,448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,135
shares
|
$180,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,133
shares
|
$180,468
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
10,124
shares
|
$180,308
0.05% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,027
shares
|
$178,580
0.02% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,483
shares
|
$168,892
0.0% of portfolio
|
Q2 2021
Added 81.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,400
shares
|
$149,604
0.01% of portfolio
|
Q4 2022
Reduced 54.35%
|