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 487 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
395,428
shares
|
$7.04 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
382,411
shares
|
$6.81 Million
1.59% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
377,633
shares
|
$6.73 Million
0.22% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
376,954
shares
|
$6.71 Million
3.38% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
375,089
shares
|
$6.68 Million
0.21% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
372,323
shares
|
$6.63 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
367,561
shares
|
$6.55 Million
2.64% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
362,906
shares
|
$6.46 Million
0.03% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
362,629
shares
|
$6.46 Million
0.04% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
348,121
shares
|
$6.2 Million
0.06% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
347,663
shares
|
$6.19 Million
0.09% of portfolio
|
Q1 2025
Added 101.49%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
347,335
shares
|
$6.19 Million
2.83% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
344,840
shares
|
$6.14 Million
2.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
337,309
shares
|
$6.01 Million
0.29% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
336,945
shares
|
$6 Million
1.6% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
321,392
shares
|
$5.72 Million
0.67% of portfolio
|
Q1 2025
Added 60.59%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
321,142
shares
|
$5.72 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
316,109
shares
|
$5.63 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
297,345
shares
|
$5.3 Million
2.32% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
296,312
shares
|
$5.28 Million
1.75% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
294,327
shares
|
$5.24 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
293,418
shares
|
$5.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
286,364
shares
|
$5.1 Million
1.44% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
282,411
shares
|
$5.03 Million
7.19% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
264,106
shares
|
$4.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|