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 |
|---|---|---|---|---|---|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
10,564
shares
|
$193,532
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
10,539
shares
|
$193,074
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
10,344
shares
|
$189,502
0.09% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
10,287
shares
|
$188,457
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,251
shares
|
$187,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,188
shares
|
$186,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,135
shares
|
$185,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,058
shares
|
$184,262
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,027
shares
|
$183,694
0.02% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,483
shares
|
$173,728
0.0% of portfolio
|
Q2 2021
Added 81.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,400
shares
|
$153,888
0.01% of portfolio
|
Q4 2022
Reduced 54.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,534
shares
|
$138,022
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
7,459
shares
|
$136,648
0.02% of portfolio
|
Q2 2025
Reduced 43.13%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,400
shares
|
$135,568
0.01% of portfolio
|
Q2 2022
Added 27.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
7,386
shares
|
$135,311
0.05% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
7,301
shares
|
$133,754
0.12% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,500
shares
|
$119,080
0.05% of portfolio
|
Q2 2025
Reduced 72.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,160
shares
|
$112,851
0.01% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,146
shares
|
$112,594
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,569
shares
|
$102,024
0.05% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,553
shares
|
$101,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,164
shares
|
$94,604
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,147
shares
|
$94,293
0.1% of portfolio
|
Q2 2022
Added 4.06%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,051
shares
|
$92,534
0.0% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,861
shares
|
$89,053
0.0% of portfolio
|
Q2 2025
New holding
|