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 424 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
47,463,159
shares
|
$819 Million
0.07% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
17,415,189
shares
|
$300 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
11,294,102
shares
|
$195 Million
0.05% of portfolio
|
Q1 2024
Added 6.63%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
10,620,906
shares
|
$183 Million
0.05% of portfolio
|
Q1 2024
Added 8.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
10,479,581
shares
|
$181 Million
0.1% of portfolio
|
Q1 2024
Added 3.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,394,476
shares
|
$93.1 Million
0.14% of portfolio
|
Q1 2024
Added 7.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,377,246
shares
|
$92.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 27.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,334,448
shares
|
$57.5 Million
0.04% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Park National Corp
|
Apr 01, 2024 Q1 2024 |
3,262,711
shares
|
$56.3 Million
2.2% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
2,134,429
shares
|
$36.8 Million
0.26% of portfolio
|
Q1 2024
Added 4.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,948,087
shares
|
$33.6 Million
0.08% of portfolio
|
Q1 2024
Added 5.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,806,438
shares
|
$31.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 24.79%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,791,800
shares
|
$30.9 Million
0.09% of portfolio
|
Q1 2024
Added 22.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,726,539
shares
|
$29.8 Million
0.09% of portfolio
|
Q1 2024
Added 17.89%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,662,866
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,602,620
shares
|
$27.6 Million
0.03% of portfolio
|
Q1 2024
Added 4.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,559,808
shares
|
$26.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 27.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
1,495,128
shares
|
$25.8 Million
1.22% of portfolio
|
Q1 2024
Added 69.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
1,435,645
shares
|
$24.8 Million
2.76% of portfolio
|
Q1 2024
Added 3.99%
|
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
1,391,222
shares
|
$24 Million
2.87% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
1,384,283
shares
|
$23.9 Million
0.64% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,366,199
shares
|
$23.6 Million
0.05% of portfolio
|
Q1 2024
Added 17.59%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,295,885
shares
|
$22.4 Million
0.04% of portfolio
|
Q1 2024
Added 6.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,268,246
shares
|
$21.9 Million
0.08% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,141,966
shares
|
$19.7 Million
0.05% of portfolio
|
Q1 2024
Added 677.2%
|
|