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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
599
shares
|
$10,638
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
579
shares
|
$10,283
0.0% of portfolio
|
Q3 2024
Reduced 60.56%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
560
shares
|
$9,945
0.0% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
492
shares
|
$8,737
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
487
shares
|
$8,649
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
380
shares
|
$6,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
352
shares
|
$6,251
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
300
shares
|
$5,328
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
300
shares
|
$5,328
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
299
shares
|
$5,310
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
220
shares
|
$3,907
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
165
shares
|
$2,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
165
shares
|
$2,930
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
142
shares
|
$2,521
0.0% of portfolio
|
Q3 2024
Reduced 96.35%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
136
shares
|
$2,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
127
shares
|
$2,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
125
shares
|
$2,220
0.0% of portfolio
|
Q3 2024
Reduced 96.73%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
100
shares
|
$1,776
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$692
0.0% of portfolio
|
Q1 2024
Reduced 99.54%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
27
shares
|
$479
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$53
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|