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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,329
shares
|
$24,347
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,298
shares
|
$23,779
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,281
shares
|
$23,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$21,984
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,165
shares
|
$21,342
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,065
shares
|
$19,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,049
shares
|
$19,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
969
shares
|
$17,752
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
950
shares
|
$17,404
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
938
shares
|
$17,184
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
850
shares
|
$15,572
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
752
shares
|
$13,776
0.0% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$12,824
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
700
shares
|
$12,824
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
653
shares
|
$11,962
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
636
shares
|
$11,651
0.0% of portfolio
|
Q2 2025
Added 385.5%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
628
shares
|
$11,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
599
shares
|
$10,973
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
559
shares
|
$10,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
540
shares
|
$9,892
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
492
shares
|
$9,013
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
487
shares
|
$8,921
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
412
shares
|
$7,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
400
shares
|
$7,328
0.0% of portfolio
|
Q2 2025
Reduced 92.91%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
380
shares
|
$6,961
0.0% of portfolio
|
Q2 2024
New holding
|