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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
68,160
shares
|
$1.25 Million
0.72% of portfolio
|
Q2 2024
Reduced 36.82%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
67,673
shares
|
$1.24 Million
1.89% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
66,125
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 71.8%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
62,759
shares
|
$1.15 Million
0.81% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
62,286
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
62,151
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
61,905
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 178.26%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
61,441
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
61,338
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
60,557
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2023
Added 53.06%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
59,848
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
57,850
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
57,241
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
57,184
shares
|
$1.05 Million
0.33% of portfolio
|
Q2 2025
Added 111.79%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
57,001
shares
|
$1.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
56,193
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
55,973
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
53,862
shares
|
$986,751
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
53,772
shares
|
$985,103
0.01% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
53,002
shares
|
$970,996
0.02% of portfolio
|
Q2 2025
Added 46.75%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
52,135
shares
|
$955,113
0.02% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
51,836
shares
|
$949,635
0.11% of portfolio
|
Q2 2025
Added 168.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
51,085
shares
|
$935,877
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50,099
shares
|
$917,813
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
49,747
shares
|
$911,365
0.04% of portfolio
|
Q2 2025
Reduced 6.92%
|