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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
116,129
shares
|
$2.06 Million
0.6% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
115,175
shares
|
$2.05 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
109,552
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
109,406
shares
|
$1.94 Million
1.0% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
109,053
shares
|
$1.94 Million
1.17% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
108,525
shares
|
$1.93 Million
0.82% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
108,408
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
100,427
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
98,126
shares
|
$1.74 Million
0.15% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
93,925
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
93,695
shares
|
$1.66 Million
0.76% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
93,612
shares
|
$1.66 Million
0.89% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
92,580
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
89,792
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
88,037
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 263.74%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
87,398
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
86,721
shares
|
$1.54 Million
0.72% of portfolio
|
Q3 2024
Reduced 31.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
86,405
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
86,233
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
Reduced 94.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
85,983
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
84,296
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 58.18%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
82,487
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
81,191
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
80,763
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2022
Reduced 28.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
79,762
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 155.69%
|