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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,413,382
shares
|
$25.2 Million
4.43% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,381,510
shares
|
$24.6 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,251,379
shares
|
$22.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
1,245,179
shares
|
$22.2 Million
16.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,198,926
shares
|
$21.4 Million
2.4% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,175,031
shares
|
$20.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
1,159,900
shares
|
$20.7 Million
0.08% of portfolio
|
Q1 2025
Added 142.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,117,589
shares
|
$19.9 Million
0.46% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,030,909
shares
|
$18.4 Million
0.03% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
1,014,515
shares
|
$18.1 Million
0.64% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
994,550
shares
|
$17.7 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 Million
2.03% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
930,666
shares
|
$16.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
929,279
shares
|
$16.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
850,386
shares
|
$15.1 Million
0.94% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
848,020
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
812,847
shares
|
$14.5 Million
1.14% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
781,917
shares
|
$13.9 Million
1.09% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
709,406
shares
|
$12.6 Million
0.16% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
693,914
shares
|
$12.4 Million
0.56% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
674,085
shares
|
$12 Million
1.32% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
672,487
shares
|
$12 Million
0.65% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
622,445
shares
|
$11.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
591,451
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
581,594
shares
|
$10.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.95%
|