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 491 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,395
shares
|
$62,128
0.0% of portfolio
|
Q4 2024
Reduced 50.92%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
3,389
shares
|
$62,018
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
3,143
shares
|
$57,516
0.01% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,014
shares
|
$55,156
0.0% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
2,759
shares
|
$50,489
0.02% of portfolio
|
Q1 2023
Reduced 11.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,726
shares
|
$49,885
0.0% of portfolio
|
Q3 2025
Reduced 95.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,651
shares
|
$48,513
0.01% of portfolio
|
Q4 2024
Added 1655.63%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$45,750
0.02% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,434
shares
|
$44,542
0.0% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
2,431
shares
|
$44,487
0.01% of portfolio
|
Q3 2025
Reduced 34.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,372
shares
|
$43,407
0.02% of portfolio
|
Q3 2025
Added 339.26%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,347
shares
|
$42,950
0.01% of portfolio
|
Q3 2025
Added 469.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$36,600
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,942
shares
|
$35,538
0.0% of portfolio
|
Q3 2025
Added 85.13%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1,755
shares
|
$32,116
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,732
shares
|
$31,695
0.01% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$27,450
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
1,431
shares
|
$26,187
0.01% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,380
shares
|
$25,254
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,373
shares
|
$25,125
0.0% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,329
shares
|
$24,320
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,329
shares
|
$24,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,200
shares
|
$21,960
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,165
shares
|
$21,319
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,065
shares
|
$19,489
0.0% of portfolio
|
Q3 2024
New holding
|
|