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 444 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
333,422
shares
|
$5.92 Million
1.57% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
333,094
shares
|
$5.92 Million
2.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
327,098
shares
|
$5.81 Million
1.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
325,984
shares
|
$5.79 Million
2.72% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
324,214
shares
|
$5.76 Million
1.53% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
323,946
shares
|
$5.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
322,611
shares
|
$5.73 Million
0.31% of portfolio
|
Q3 2024
Added 3428.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
321,265
shares
|
$5.71 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
315,688
shares
|
$5.61 Million
2.53% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
309,844
shares
|
$5.5 Million
0.33% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
303,393
shares
|
$5.39 Million
0.37% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
301,085
shares
|
$5.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
286,082
shares
|
$5.08 Million
2.44% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
282,411
shares
|
$5.02 Million
7.19% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
281,118
shares
|
$4.99 Million
1.71% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
270,758
shares
|
$4.81 Million
0.86% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
266,534
shares
|
$4.73 Million
0.08% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
263,222
shares
|
$4.67 Million
1.28% of portfolio
|
Q3 2024
Reduced 21.87%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
259,546
shares
|
$4.61 Million
3.69% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
255,143
shares
|
$4.53 Million
1.95% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
253,558
shares
|
$4.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
252,236
shares
|
$4.48 Million
0.05% of portfolio
|
Q4 2024
Added 56.54%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
250,781
shares
|
$4.45 Million
0.64% of portfolio
|
Q3 2024
Added 35.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
234,475
shares
|
$4.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
233,422
shares
|
$4.15 Million
0.08% of portfolio
|
Q3 2024
Added 409.83%
|