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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
130,302
shares
|
$2.32 Million
0.87% of portfolio
|
Q1 2025
Reduced 30.07%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
129,189
shares
|
$2.3 Million
1.27% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
128,235
shares
|
$2.28 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
125,795
shares
|
$2.24 Million
1.05% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
125,234
shares
|
$2.23 Million
26.59% of portfolio
|
Q3 2022
Added 11.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
124,561
shares
|
$2.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
122,540
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
122,482
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
122,394
shares
|
$2.18 Million
0.32% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
118,123
shares
|
$2.1 Million
0.92% of portfolio
|
Q1 2025
Added 21.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
117,503
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
116,743
shares
|
$2.08 Million
0.81% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
115,175
shares
|
$2.05 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
110,639
shares
|
$1.97 Million
0.04% of portfolio
|
Q4 2024
Added 38.71%
|
|
|
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%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
106,334
shares
|
$1.89 Million
0.15% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
97,505
shares
|
$1.74 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
96,275
shares
|
$1.71 Million
0.42% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
96,200
shares
|
$1.71 Million
0.32% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
96,072
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
95,257
shares
|
$1.7 Million
0.9% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
93,486
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
91,819
shares
|
$1.64 Million
0.18% of portfolio
|
Q1 2025
Added 18.78%
|