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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,736
shares
|
$86,763
0.01% of portfolio
|
Q3 2024
Added 552.34%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
4,435
shares
|
$81,249
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,731
shares
|
$68,351
0.01% of portfolio
|
Q3 2021
Reduced 0.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,463
shares
|
$63,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,395
shares
|
$62,196
0.0% of portfolio
|
Q4 2024
Reduced 50.92%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
3,389
shares
|
$62,086
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
3,266
shares
|
$59,833
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,143
shares
|
$57,579
0.01% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3,114
shares
|
$57,048
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,965
shares
|
$54,318
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,959
shares
|
$54,208
0.01% of portfolio
|
Q2 2023
Reduced 69.96%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,759
shares
|
$50,544
0.02% of portfolio
|
Q1 2023
Reduced 11.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,725
shares
|
$49,922
0.02% of portfolio
|
Q2 2025
Added 78.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,651
shares
|
$48,566
0.01% of portfolio
|
Q4 2024
Added 1655.63%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,500
shares
|
$45,800
0.02% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$36,640
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,973
shares
|
$36,145
0.01% of portfolio
|
Q4 2024
Reduced 50.65%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,963
shares
|
$35,962
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,868
shares
|
$34,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,773
shares
|
$32,481
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,730
shares
|
$31,693
0.01% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$27,480
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,431
shares
|
$26,215
0.01% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,373
shares
|
$25,153
0.0% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,361
shares
|
$24,933
0.01% of portfolio
|
Q2 2025
Added 1.49%
|