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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
176,853
shares
|
$3.24 Million
0.09% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
172,697
shares
|
$3.16 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
172,590
shares
|
$3.16 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
167,611
shares
|
$3.07 Million
0.85% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
165,887
shares
|
$3.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
164,212
shares
|
$3.01 Million
1.1% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
163,839
shares
|
$3 Million
1.01% of portfolio
|
Q1 2023
Added 19.55%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
163,544
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
160,772
shares
|
$2.95 Million
0.27% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
160,523
shares
|
$2.94 Million
0.04% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
159,989
shares
|
$2.93 Million
0.65% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
158,565
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
158,557
shares
|
$2.9 Million
0.02% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
157,530
shares
|
$2.89 Million
0.07% of portfolio
|
Q2 2025
Added 885.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
157,272
shares
|
$2.88 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
156,663
shares
|
$2.87 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
156,612
shares
|
$2.87 Million
0.22% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
155,324
shares
|
$2.85 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
153,895
shares
|
$2.82 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
153,666
shares
|
$2.82 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
151,124
shares
|
$2.77 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
149,748
shares
|
$2.74 Million
1.72% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
147,787
shares
|
$2.71 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
146,373
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
143,971
shares
|
$2.64 Million
2.12% of portfolio
|
Q2 2025
Added 0.07%
|