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 |
|---|---|---|---|---|---|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,672
shares
|
$209,512
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
11,670
shares
|
$209,476
0.12% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11,570
shares
|
$207,681
0.12% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,425
shares
|
$205,078
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
11,324
shares
|
$203,265
0.07% of portfolio
|
Q3 2024
Reduced 96.24%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
10,993
shares
|
$197,324
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,964
shares
|
$196,803
0.02% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,577
shares
|
$189,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
10,525
shares
|
$188,923
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,500
shares
|
$188,475
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
10,481
shares
|
$188,133
0.09% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,307
shares
|
$185,010
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
10,302
shares
|
$184,920
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
10,254
shares
|
$184,059
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,224
shares
|
$183,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
10,188
shares
|
$182,874
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,174
shares
|
$182,623
0.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,131
shares
|
$181,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,104
shares
|
$181,366
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,075
shares
|
$180,846
0.05% of portfolio
|
Q1 2024
Reduced 9.97%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
9,556
shares
|
$171,530
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,483
shares
|
$170,219
0.0% of portfolio
|
Q2 2021
Added 81.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,400
shares
|
$150,780
0.01% of portfolio
|
Q4 2022
Reduced 54.35%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
7,770
shares
|
$139,471
0.11% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,400
shares
|
$132,830
0.01% of portfolio
|
Q2 2022
Added 27.15%
|