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 |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
141,498
shares
|
$2.59 Million
1.17% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
138,592
shares
|
$2.54 Million
0.37% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
137,676
shares
|
$2.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 44.28%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
134,133
shares
|
$2.46 Million
0.41% of portfolio
|
Q4 2022
Reduced 3.41%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
133,016
shares
|
$2.44 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
130,531
shares
|
$2.39 Million
0.82% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
129,312
shares
|
$2.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
129,189
shares
|
$2.37 Million
1.27% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
128,235
shares
|
$2.35 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
125,795
shares
|
$2.3 Million
1.05% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
125,234
shares
|
$2.29 Million
26.59% of portfolio
|
Q3 2022
Added 11.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
123,355
shares
|
$2.26 Million
0.27% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
119,681
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
117,959
shares
|
$2.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
117,865
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
117,503
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
116,768
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
116,743
shares
|
$2.14 Million
0.81% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
115,175
shares
|
$2.11 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
|
$2.01 Million
0.03% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
106,334
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
102,159
shares
|
$1.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
98,311
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Added 297.34%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
97,301
shares
|
$1.78 Million
0.18% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
96,434
shares
|
$1.77 Million
0.09% of portfolio
|
Q2 2025
Added 31.65%
|