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 444 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 $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,689
shares
|
$47,756
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,686
shares
|
$47,703
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,651
shares
|
$47,081
0.01% of portfolio
|
Q4 2024
Added 1655.63%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,634
shares
|
$46,779
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,562
shares
|
$45,501
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,183
shares
|
$38,770
0.0% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,169
shares
|
$38,521
0.01% of portfolio
|
Q1 2024
Reduced 17.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,082
shares
|
$36,976
0.01% of portfolio
|
Q3 2024
Reduced 44.29%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,000
shares
|
$35,520
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,681
shares
|
$29,854
0.01% of portfolio
|
Q4 2024
Added 96.61%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
1,431
shares
|
$25,414
0.01% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,312
shares
|
$23,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,273
shares
|
$22,608
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$21,312
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,165
shares
|
$20,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,065
shares
|
$18,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
969
shares
|
$17,209
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
950
shares
|
$16,872
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
938
shares
|
$16,658
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
850
shares
|
$15,096
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
710
shares
|
$12,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$12,432
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$12,432
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
647
shares
|
$11,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
628
shares
|
$11,153
0.01% of portfolio
|
Q3 2024
New holding
|