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 486 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 $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
172,590
shares
|
$3.07 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
166,160
shares
|
$2.96 Million
0.08% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
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
|
$2.92 Million
1.01% of portfolio
|
Q1 2023
Added 19.55%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
162,048
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
161,628
shares
|
$2.88 Million
0.24% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
160,470
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
159,989
shares
|
$2.85 Million
0.65% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
151,124
shares
|
$2.69 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
150,353
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
148,627
shares
|
$2.65 Million
0.82% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
147,787
shares
|
$2.63 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
146,465
shares
|
$2.61 Million
0.29% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
143,971
shares
|
$2.56 Million
2.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
143,685
shares
|
$2.56 Million
2.04% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
142,790
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
142,652
shares
|
$2.54 Million
0.05% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
142,050
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
141,498
shares
|
$2.52 Million
1.17% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
138,454
shares
|
$2.47 Million
0.21% of portfolio
|
Q1 2025
Added 60.56%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
137,676
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 44.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
137,547
shares
|
$2.45 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
135,360
shares
|
$2.41 Million
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
134,133
shares
|
$2.39 Million
0.41% of portfolio
|
Q4 2022
Reduced 3.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
133,891
shares
|
$2.38 Million
0.23% of portfolio
|
Q1 2025
Added 0.85%
|