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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,556,479
shares
|
$28.5 Million
0.05% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,536,026
shares
|
$28.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,492,757
shares
|
$27.3 Million
0.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,413,382
shares
|
$25.9 Million
4.43% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,402,861
shares
|
$25.7 Million
0.01% of portfolio
|
Q2 2025
Added 433.42%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,376,158
shares
|
$25.2 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,251,379
shares
|
$22.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,198,926
shares
|
$22 Million
2.4% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,179,285
shares
|
$21.6 Million
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
1,154,684
shares
|
$21.2 Million
14.36% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,117,589
shares
|
$20.5 Million
0.46% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Stonebridge Advisors LLC
Wilton, CT |
Aug 08, 2025 Q2 2025 |
1,088,208
shares
|
$19.9 Million
12.75% of portfolio
|
Q2 2025
Added 135.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,030,909
shares
|
$18.9 Million
0.03% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
1,014,515
shares
|
$18.6 Million
0.64% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
994,550
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
952,756
shares
|
$17.5 Million
2.03% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
926,339
shares
|
$17 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
850,386
shares
|
$15.6 Million
0.94% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
840,425
shares
|
$15.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
833,923
shares
|
$15.3 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
812,847
shares
|
$14.9 Million
1.14% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
781,917
shares
|
$14.3 Million
1.09% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
781,664
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
722,073
shares
|
$13.2 Million
0.54% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
704,738
shares
|
$12.9 Million
0.02% of portfolio
|
Q2 2025
Added 50.04%
|