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 492 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
52,140,866
shares
|
$954 Million
0.06% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,227,508
shares
|
$462 Million
0.08% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,305,808
shares
|
$280 Million
0.06% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
14,184,059
shares
|
$260 Million
0.08% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,903,261
shares
|
$181 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,885,934
shares
|
$163 Million
0.05% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,607,592
shares
|
$139 Million
0.01% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,515,079
shares
|
$101 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,541,584
shares
|
$83.1 Million
0.02% of portfolio
|
Q3 2025
Added 29.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,775,532
shares
|
$69.1 Million
0.8% of portfolio
|
Q3 2025
Added 88.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,261,881
shares
|
$59.7 Million
0.07% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,978,161
shares
|
$54.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,384,205
shares
|
$43.6 Million
0.05% of portfolio
|
Q3 2025
Added 53.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,238,419
shares
|
$41 Million
0.2% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,199,004
shares
|
$40.2 Million
0.04% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,183,198
shares
|
$40 Million
1.13% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
2,165,921
shares
|
$39.6 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
2,132,730
shares
|
$39 Million
13.79% of portfolio
|
Q3 2025
Added 84.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,084,939
shares
|
$38.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,034,602
shares
|
$37.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,013,530
shares
|
$36.8 Million
0.08% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,777,084
shares
|
$32.5 Million
0.21% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,757,223
shares
|
$32.2 Million
2.8% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,736,790
shares
|
$31.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
1,556,745
shares
|
$28.5 Million
0.51% of portfolio
|
Q3 2025
Added 1.35%
|
|