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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,959
shares
|
$52,699
0.01% of portfolio
|
Q2 2023
Reduced 69.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,900
shares
|
$51,648
0.02% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,759
shares
|
$49,137
0.02% of portfolio
|
Q1 2023
Reduced 11.97%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,724
shares
|
$48,514
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,651
shares
|
$47,214
0.01% of portfolio
|
Q4 2024
Added 1655.63%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,129
shares
|
$37,917
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$35,620
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,973
shares
|
$35,139
0.01% of portfolio
|
Q4 2024
Reduced 50.65%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,963
shares
|
$34,961
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,778
shares
|
$31,666
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,730
shares
|
$30,811
0.01% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,525
shares
|
$27,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,431
shares
|
$25,486
0.01% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,373
shares
|
$24,453
0.0% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,341
shares
|
$23,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,310
shares
|
$23,331
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,298
shares
|
$23,117
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$21,372
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,179
shares
|
$20,997
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,165
shares
|
$20,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,065
shares
|
$18,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,049
shares
|
$18,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
969
shares
|
$17,257
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
950
shares
|
$16,919
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
938
shares
|
$16,705
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|