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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
408,636
shares
|
$7.49 Million
0.16% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
397,713
shares
|
$7.29 Million
0.03% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
397,326
shares
|
$7.28 Million
0.94% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
395,428
shares
|
$7.24 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
393,356
shares
|
$7.21 Million
0.2% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
389,526
shares
|
$7.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
382,411
shares
|
$7.01 Million
1.59% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
380,281
shares
|
$6.97 Million
0.21% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
376,954
shares
|
$6.91 Million
3.38% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
371,865
shares
|
$6.81 Million
0.04% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
367,860
shares
|
$6.74 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
367,561
shares
|
$6.73 Million
2.64% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
359,458
shares
|
$6.59 Million
0.06% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
359,087
shares
|
$6.58 Million
2.46% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
346,068
shares
|
$6.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
343,418
shares
|
$6.29 Million
1.56% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
337,309
shares
|
$6.18 Million
0.29% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
328,815
shares
|
$6.02 Million
0.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
327,087
shares
|
$5.99 Million
2.51% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
325,157
shares
|
$5.96 Million
0.63% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
321,142
shares
|
$5.88 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
317,957
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
313,372
shares
|
$5.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
298,659
shares
|
$5.47 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
298,370
shares
|
$5.47 Million
1.74% of portfolio
|
Q2 2025
Added 0.34%
|