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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,838
shares
|
$266,342
0.0% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
14,725
shares
|
$264,313
0.11% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,669
shares
|
$263,308
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
14,564
shares
|
$261,423
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
14,232
shares
|
$255,464
0.04% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,910
shares
|
$249,684
0.0% of portfolio
|
Q4 2023
Added 178.2%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
13,759
shares
|
$246,974
0.15% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
13,729
shares
|
$246,435
0.03% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
13,557
shares
|
$243,348
0.02% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
13,472
shares
|
$241,822
0.03% of portfolio
|
Q3 2024
Added 230.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,468
shares
|
$241,750
0.03% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
13,414
shares
|
$240,781
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
13,372
shares
|
$240,027
0.03% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
13,325
shares
|
$239,183
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
13,156
shares
|
$236,150
0.02% of portfolio
|
Q2 2024
Reduced 30.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
13,059
shares
|
$234,409
0.03% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,916
shares
|
$231,842
0.0% of portfolio
|
Q3 2024
Reduced 25.59%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
12,748
shares
|
$228,826
0.07% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,685
shares
|
$227,695
0.02% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,530
shares
|
$224,913
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
12,481
shares
|
$224,033
0.13% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
12,294
shares
|
$220,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
12,000
shares
|
$215,400
0.06% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,919
shares
|
$213,946
0.24% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
11,905
shares
|
$213,694
0.21% of portfolio
|
Q2 2024
Added 9.17%
|