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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
684,966
shares
|
$12.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
674,085
shares
|
$12.3 Million
1.32% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
667,905
shares
|
$12.2 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
633,518
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
622,473
shares
|
$11.4 Million
0.06% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
603,821
shares
|
$11.1 Million
0.16% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
596,147
shares
|
$10.9 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
593,760
shares
|
$10.9 Million
0.37% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
584,542
shares
|
$10.7 Million
0.34% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
578,505
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
569,555
shares
|
$10.4 Million
4.8% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
554,777
shares
|
$10.2 Million
2.49% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
537,716
shares
|
$9.85 Million
0.22% of portfolio
|
Q2 2025
Added 554.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
530,667
shares
|
$9.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
519,573
shares
|
$9.52 Million
0.03% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
507,992
shares
|
$9.31 Million
2.21% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
487,611
shares
|
$8.93 Million
2.39% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
485,695
shares
|
$8.9 Million
2.87% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
484,380
shares
|
$8.87 Million
4.08% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
477,121
shares
|
$8.74 Million
0.07% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
475,480
shares
|
$8.71 Million
0.65% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
453,262
shares
|
$8.3 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
441,869
shares
|
$8.1 Million
4.99% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
435,679
shares
|
$7.98 Million
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
422,228
shares
|
$7.74 Million
0.24% of portfolio
|
Q2 2025
Added 2.69%
|