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 |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
57,706
shares
|
$1.02 Million
0.72% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
55,973
shares
|
$994,080
0.09% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
55,699
shares
|
$989,214
0.44% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
55,691
shares
|
$989,072
0.01% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
54,732
shares
|
$972,040
0.39% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
52,872
shares
|
$939,006
0.36% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
51,738
shares
|
$918,866
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
51,638
shares
|
$917,090
0.02% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
51,524
shares
|
$915,066
0.08% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
50,959
shares
|
$905,031
0.59% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
50,728
shares
|
$900,929
0.34% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
50,191
shares
|
$891,392
0.02% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
49,877
shares
|
$885,815
0.56% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
49,667
shares
|
$882,085
0.32% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
48,766
shares
|
$866,084
0.06% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
48,657
shares
|
$864,148
0.11% of portfolio
|
Q2 2024
Reduced 37.28%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
47,833
shares
|
$849,514
0.89% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
47,334
shares
|
$840,651
0.3% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
45,455
shares
|
$807,280
0.19% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
45,439
shares
|
$806,996
0.1% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
41,910
shares
|
$744,321
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
41,889
shares
|
$743,948
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
41,133
shares
|
$730,522
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
40,159
shares
|
$713,223
0.08% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
39,599
shares
|
$703,278
0.05% of portfolio
|
Q3 2024
Added 2.04%
|