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 440 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
48,764,684
shares
|
$875 Million
0.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
16,514,713
shares
|
$296 Million
0.06% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,739,364
shares
|
$229 Million
0.05% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,876,712
shares
|
$213 Million
0.1% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,695,354
shares
|
$174 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,515,079
shares
|
$99 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,471,841
shares
|
$62.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,978,161
shares
|
$53.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
2,949,370
shares
|
$52.9 Million
1.89% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,750,301
shares
|
$49.4 Million
0.07% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,278,509
shares
|
$40.9 Million
0.24% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,056,722
shares
|
$36.9 Million
0.04% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,840,066
shares
|
$33 Million
0.09% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,793,883
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,631,819
shares
|
$29.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,625,095
shares
|
$29.2 Million
0.06% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,622,012
shares
|
$29.1 Million
0.77% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,590,633
shares
|
$28.6 Million
0.07% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,544,370
shares
|
$27.7 Million
0.23% of portfolio
|
Q3 2024
Added 1642.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,531,988
shares
|
$27.5 Million
2.6% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
1,507,144
shares
|
$27.1 Million
1.2% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,458,778
shares
|
$26.2 Million
0.09% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
1,425,060
shares
|
$25.6 Million
2.66% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
1,377,679
shares
|
$24.7 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,367,481
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Added 180.03%
|