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 499 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
615,320
shares
|
$11.3 Million
0.16% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
597,471
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
580,481
shares
|
$10.6 Million
4.69% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
570,695
shares
|
$10.4 Million
2.55% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
569,708
shares
|
$10.4 Million
2.47% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
565,359
shares
|
$10.3 Million
0.17% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
519,280
shares
|
$9.5 Million
0.06% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
517,920
shares
|
$9.48 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
504,946
shares
|
$9.24 Million
4.05% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
486,546
shares
|
$8.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
475,192
shares
|
$8.7 Million
1.99% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
471,220
shares
|
$8.62 Million
0.04% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
462,973
shares
|
$8.47 Million
4.92% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
462,025
shares
|
$8.46 Million
0.24% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
453,457
shares
|
$8.3 Million
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
451,629
shares
|
$8.26 Million
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
437,848
shares
|
$8.01 Million
2.23% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
436,856
shares
|
$7.99 Million
0.01% of portfolio
|
Q3 2025
Added 37.39%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
436,254
shares
|
$7.98 Million
2.47% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
435,493
shares
|
$7.97 Million
0.53% of portfolio
|
Q4 2025
Added 4.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
427,459
shares
|
$7.82 Million
0.09% of portfolio
|
Q4 2025
Added 17.21%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
419,397
shares
|
$7.67 Million
0.15% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
412,900
shares
|
$7.56 Million
0.38% of portfolio
|
Q3 2025
Reduced 59.3%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
405,771
shares
|
$7.43 Million
1.62% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
405,284
shares
|
$7.42 Million
0.19% of portfolio
|
Q3 2025
Added 3.03%
|
|