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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
62,286
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
62,181
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
61,515
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
61,338
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
61,269
shares
|
$1.09 Million
1.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
61,229
shares
|
$1.09 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
61,152
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
60,780
shares
|
$1.08 Million
0.78% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
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%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
59,848
shares
|
$1.07 Million
0.39% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
58,485
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
57,241
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
55,973
shares
|
$996,879
0.09% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
53,862
shares
|
$959,282
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
52,565
shares
|
$936,182
1.37% of portfolio
|
Q1 2025
Reduced 28.25%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
51,836
shares
|
$923,199
0.11% of portfolio
|
Q2 2025
Added 168.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
51,085
shares
|
$909,823
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
51,000
shares
|
$908,309
0.03% of portfolio
|
Q2 2025
Added 254.54%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50,099
shares
|
$892,263
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
49,747
shares
|
$885,994
0.04% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
49,714
shares
|
$885,406
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
49,576
shares
|
$882,948
0.05% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
49,392
shares
|
$879,671
0.44% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
48,657
shares
|
$866,581
0.12% of portfolio
|
Q2 2024
Reduced 37.28%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
48,601
shares
|
$865,583
0.47% of portfolio
|
Q1 2025
Reduced 3.45%
|