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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
77,296
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
74,792
shares
|
$1.33 Million
0.35% of portfolio
|
Q1 2023
Reduced 15.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
74,377
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
72,541
shares
|
$1.29 Million
1.96% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
70,708
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
69,676
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
69,621
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
68,160
shares
|
$1.21 Million
0.72% of portfolio
|
Q2 2024
Reduced 36.82%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
67,774
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 609.23%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
67,673
shares
|
$1.2 Million
1.89% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
67,511
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
67,000
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 141.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
66,125
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 71.8%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
65,440
shares
|
$1.16 Million
0.45% of portfolio
|
Q4 2024
Added 179.93%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
64,460
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
64,291
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Added 198.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
63,828
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
63,194
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
60,987
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
60,557
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2023
Added 53.06%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
59,636
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
59,132
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 175.43%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
58,968
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
58,851
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
57,725
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2024
Added 0.02%
|