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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
262,995
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
262,442
shares
|
$4.67 Million
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
255,143
shares
|
$4.54 Million
1.95% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
253,922
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Added 171.6%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
252,027
shares
|
$4.49 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
251,793
shares
|
$4.48 Million
0.55% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
248,986
shares
|
$4.43 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
247,094
shares
|
$4.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 37.83%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
242,579
shares
|
$4.32 Million
1.97% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
227,269
shares
|
$4.05 Million
0.05% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214,989
shares
|
$3.83 Million
0.15% of portfolio
|
Q2 2020
Reduced 2.65%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
204,352
shares
|
$3.64 Million
0.04% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
201,940
shares
|
$3.6 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
200,435
shares
|
$3.57 Million
1.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
196,034
shares
|
$3.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
195,258
shares
|
$3.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
189,624
shares
|
$3.38 Million
0.26% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
186,939
shares
|
$3.33 Million
0.34% of portfolio
|
Q3 2023
Added 9.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
185,300
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
184,813
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2025
Added 1551.15%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
183,419
shares
|
$3.27 Million
0.4% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
179,969
shares
|
$3.21 Million
0.54% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
174,716
shares
|
$3.11 Million
0.68% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
174,635
shares
|
$3.11 Million
0.1% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
172,657
shares
|
$3.08 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.01%
|