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 502 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
109,209
shares
|
$2 Million
0.39% of portfolio
|
Q4 2025
Added 40.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
107,903
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
106,942
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Added 21.33%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
103,917
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
99,184
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
98,568
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
98,148
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
95,841
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
95,332
shares
|
$1.74 Million
0.84% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
93,523
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
92,582
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
91,937
shares
|
$1.68 Million
0.4% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
91,026
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
87,257
shares
|
$1.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
86,682
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2025
Added 151.62%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
84,613
shares
|
$1.55 Million
0.15% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
84,299
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
82,444
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
81,123
shares
|
$1.48 Million
0.23% of portfolio
|
Q4 2025
Reduced 11.79%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
78,406
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
77,951
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
75,873
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
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.
|
Oct 29, 2025 Q3 2025 |
73,010
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Added 3.37%
|
|