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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
232,971
shares
|
$4.14 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
217,216
shares
|
$3.86 Million
1.83% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214,989
shares
|
$3.82 Million
0.15% of portfolio
|
Q2 2020
Reduced 2.65%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
204,960
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
204,041
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
200,235
shares
|
$3.56 Million
1.08% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
199,641
shares
|
$3.55 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Advisors LLC
Wilton, CT |
Nov 13, 2024 Q3 2024 |
191,212
shares
|
$3.4 Million
2.32% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
186,939
shares
|
$3.32 Million
0.34% of portfolio
|
Q3 2023
Added 9.44%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
186,334
shares
|
$3.31 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
180,764
shares
|
$3.21 Million
1.72% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
180,616
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
173,152
shares
|
$3.08 Million
0.05% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
167,930
shares
|
$2.98 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
165,732
shares
|
$2.94 Million
0.23% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
165,464
shares
|
$2.94 Million
0.36% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
164,212
shares
|
$2.92 Million
1.1% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
163,839
shares
|
$2.91 Million
1.01% of portfolio
|
Q1 2023
Added 19.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
163,605
shares
|
$2.91 Million
0.03% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
163,165
shares
|
$2.9 Million
0.08% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
162,987
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2024
Added 54.63%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
162,836
shares
|
$2.89 Million
0.47% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
160,915
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Added 45.8%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
159,989
shares
|
$2.84 Million
0.65% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
157,190
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|