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 |
|---|---|---|---|---|---|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
35,650
shares
|
$639,917
0.67% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
35,639
shares
|
$639,720
0.56% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
35,320
shares
|
$633,994
0.07% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
35,256
shares
|
$632,845
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
34,664
shares
|
$622,218
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
33,580
shares
|
$602,761
0.07% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
33,439
shares
|
$600,230
0.07% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
32,899
shares
|
$590,537
0.49% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
32,443
shares
|
$582,351
0.09% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
32,373
shares
|
$581,095
0.03% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
31,457
shares
|
$564,653
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
30,831
shares
|
$553,416
0.04% of portfolio
|
Q3 2024
Reduced 48.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
30,797
shares
|
$552,806
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,619
shares
|
$549,611
0.02% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
30,473
shares
|
$546,990
0.4% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
30,128
shares
|
$540,797
0.02% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$538,500
0.06% of portfolio
|
Q2 2024
Reduced 23.43%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
29,908
shares
|
$536,848
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
29,895
shares
|
$536,615
0.16% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
29,100
shares
|
$522,345
0.02% of portfolio
|
Q2 2023
Reduced 70.0%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
28,681
shares
|
$514,823
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,644
shares
|
$514,159
0.19% of portfolio
|
Q4 2022
Reduced 94.05%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
27,572
shares
|
$494,917
0.3% of portfolio
|
Q1 2023
Reduced 8.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,324
shares
|
$490,465
0.01% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
27,305
shares
|
$490,124
0.1% of portfolio
|
Q3 2024
Reduced 0.18%
|