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 495 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 $4.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
51,422,137
shares
|
$931 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,935,100
shares
|
$397 Million
0.07% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
14,645,247
shares
|
$265 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
13,848,675
shares
|
$251 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,214,470
shares
|
$185 Million
0.03% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,740,949
shares
|
$158 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,226,544
shares
|
$131 Million
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,515,079
shares
|
$99.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
3,675,202
shares
|
$66.5 Million
0.09% of portfolio
|
Q2 2025
Added 1719.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,499,674
shares
|
$63.3 Million
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,978,161
shares
|
$53.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,895,983
shares
|
$52.4 Million
0.07% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,468,357
shares
|
$44.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,183,041
shares
|
$39.5 Million
1.35% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,178,866
shares
|
$39.4 Million
0.04% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,092,069
shares
|
$37.9 Million
1.17% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,058,221
shares
|
$37.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,049,750
shares
|
$37.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,006,773
shares
|
$36.3 Million
1.83% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,985,582
shares
|
$35.9 Million
0.08% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,923,095
shares
|
$34.8 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
1,832,300
shares
|
$33.2 Million
0.12% of portfolio
|
Q2 2025
Added 57.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,731,203
shares
|
$31.3 Million
0.06% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,690,797
shares
|
$30.6 Million
2.85% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,585,683
shares
|
$28.7 Million
0.21% of portfolio
|
Q1 2025
Added 3.21%
|