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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
490,004
shares
|
$8.8 Million
3.63% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
475,938
shares
|
$8.54 Million
0.29% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
470,369
shares
|
$8.44 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
449,648
shares
|
$8.07 Million
1.43% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
443,217
shares
|
$7.96 Million
1.17% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
440,652
shares
|
$7.91 Million
0.24% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
437,755
shares
|
$7.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
436,527
shares
|
$7.84 Million
0.01% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
430,729
shares
|
$7.73 Million
3.99% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
419,016
shares
|
$7.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
410,578
shares
|
$7.37 Million
3.76% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
403,607
shares
|
$7.24 Million
2.38% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
397,410
shares
|
$7.13 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
383,793
shares
|
$6.89 Million
0.31% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
378,012
shares
|
$6.79 Million
0.24% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
365,991
shares
|
$6.57 Million
0.21% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
362,264
shares
|
$6.5 Million
0.24% of portfolio
|
Q3 2024
Added 3009.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
361,473
shares
|
$6.49 Million
0.0% of portfolio
|
Q3 2024
Added 47.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
360,186
shares
|
$6.47 Million
0.2% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
359,155
shares
|
$6.45 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
357,555
shares
|
$6.42 Million
0.17% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
353,778
shares
|
$6.35 Million
2.25% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
351,221
shares
|
$6.3 Million
3.59% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
341,175
shares
|
$6.12 Million
3.04% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
339,693
shares
|
$6.1 Million
2.71% of portfolio
|
Q3 2024
Added 2.55%
|