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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
96,072
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
95,708
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
95,332
shares
|
$1.75 Million
0.84% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
91,255
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
89,782
shares
|
$1.64 Million
0.4% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
89,708
shares
|
$1.64 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
88,145
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
88,016
shares
|
$1.61 Million
0.31% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
87,109
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
85,958
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
84,087
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
82,426
shares
|
$1.51 Million
0.75% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
82,120
shares
|
$1.5 Million
0.93% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
81,796
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
81,551
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
80,774
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
80,763
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2022
Reduced 28.96%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
80,439
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.52%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
79,982
shares
|
$1.47 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
79,945
shares
|
$1.46 Million
1.17% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
77,718
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
74,792
shares
|
$1.37 Million
0.35% of portfolio
|
Q1 2023
Reduced 15.81%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
70,627
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
69,869
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
69,297
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Added 0.92%
|