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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
296,312
shares
|
$5.43 Million
1.75% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
293,418
shares
|
$5.38 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
286,378
shares
|
$5.25 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
286,364
shares
|
$5.25 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
|
$5.17 Million
7.19% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
264,106
shares
|
$4.84 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
262,442
shares
|
$4.81 Million
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
255,143
shares
|
$4.67 Million
1.95% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
252,027
shares
|
$4.62 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
241,246
shares
|
$4.42 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
235,626
shares
|
$4.32 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
227,977
shares
|
$4.18 Million
3.69% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
227,493
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
219,732
shares
|
$4.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
217,116
shares
|
$3.98 Million
0.04% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214,989
shares
|
$3.94 Million
0.15% of portfolio
|
Q2 2020
Reduced 2.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
210,758
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
200,435
shares
|
$3.67 Million
1.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
196,311
shares
|
$3.6 Million
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
196,125
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
193,676
shares
|
$3.55 Million
0.26% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
190,986
shares
|
$3.5 Million
0.53% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
186,939
shares
|
$3.42 Million
0.34% of portfolio
|
Q3 2023
Added 9.44%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
183,419
shares
|
$3.36 Million
0.4% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
177,189
shares
|
$3.25 Million
0.06% of portfolio
|
Q2 2025
Added 24.21%
|