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 |
|---|---|---|---|---|---|
|
Price Capital Management, Inc.
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
402,920
shares
|
$7.37 Million
8.63% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
401,390
shares
|
$7.35 Million
0.09% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
396,790
shares
|
$7.26 Million
0.06% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
394,635
shares
|
$7.22 Million
3.29% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
389,324
shares
|
$7.12 Million
2.57% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
377,906
shares
|
$6.92 Million
0.28% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
375,173
shares
|
$6.87 Million
2.61% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
373,288
shares
|
$6.83 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
365,076
shares
|
$6.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
361,997
shares
|
$6.62 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
360,571
shares
|
$6.6 Million
0.79% of portfolio
|
Q4 2025
Reduced 1.86%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
349,045
shares
|
$6.39 Million
0.09% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
348,184
shares
|
$6.37 Million
1.54% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
325,764
shares
|
$5.96 Million
0.6% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
324,263
shares
|
$5.93 Million
0.03% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
323,059
shares
|
$5.91 Million
2.32% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
317,164
shares
|
$5.8 Million
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
296,989
shares
|
$5.43 Million
1.69% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
295,398
shares
|
$5.41 Million
1.84% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
285,113
shares
|
$5.22 Million
3.21% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
282,411
shares
|
$5.17 Million
7.19% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
280,901
shares
|
$5.14 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
275,381
shares
|
$5.04 Million
0.1% of portfolio
|
Q3 2025
Reduced 53.81%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
275,237
shares
|
$5.04 Million
0.06% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
274,737
shares
|
$5.03 Million
0.0% of portfolio
|
Q3 2025
Added 67.99%
|
|