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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
1,328,554
shares
|
$23.8 Million
4.73% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,325,618
shares
|
$23.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,121,612
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2024
Added 51.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,061,134
shares
|
$19 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
997,069
shares
|
$17.9 Million
0.48% of portfolio
|
Q2 2023
Added 2574.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
989,613
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Added 29.37%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
940,739
shares
|
$16.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
928,568
shares
|
$16.7 Million
0.16% of portfolio
|
Q3 2024
Added 619.45%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
882,202
shares
|
$15.8 Million
2.11% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
758,010
shares
|
$13.6 Million
0.94% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
711,552
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
709,300
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
680,655
shares
|
$12.2 Million
0.58% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
677,037
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
674,085
shares
|
$12.1 Million
1.32% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
657,504
shares
|
$11.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
633,195
shares
|
$11.4 Million
0.28% of portfolio
|
Q4 2023
Added 207.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
619,195
shares
|
$11.1 Million
0.8% of portfolio
|
Q3 2024
Added 1990.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
602,312
shares
|
$10.8 Million
0.21% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
567,388
shares
|
$10.2 Million
2.41% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
559,805
shares
|
$10 Million
0.02% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
553,016
shares
|
$9.93 Million
0.51% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
525,646
shares
|
$9.44 Million
2.23% of portfolio
|
Q3 2024
Reduced 45.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
510,374
shares
|
$9.16 Million
0.02% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
502,972
shares
|
$9.03 Million
0.94% of portfolio
|
Q3 2024
Added 1087.6%
|