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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
333,422
shares
|
$5.98 Million
1.57% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
333,094
shares
|
$5.98 Million
2.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
327,098
shares
|
$5.87 Million
1.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
325,984
shares
|
$5.85 Million
2.72% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
323,946
shares
|
$5.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
322,611
shares
|
$5.79 Million
0.31% of portfolio
|
Q3 2024
Added 3428.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
321,265
shares
|
$5.77 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
315,688
shares
|
$5.67 Million
2.53% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
311,810
shares
|
$5.6 Million
1.51% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
309,844
shares
|
$5.56 Million
0.33% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
301,085
shares
|
$5.4 Million
2.76% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
301,085
shares
|
$5.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
295,072
shares
|
$5.3 Million
0.38% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
286,082
shares
|
$5.14 Million
2.44% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
282,411
shares
|
$5.07 Million
7.19% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
281,118
shares
|
$5.05 Million
1.71% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
270,758
shares
|
$4.86 Million
0.86% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
266,534
shares
|
$4.78 Million
0.08% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
263,222
shares
|
$4.72 Million
1.28% of portfolio
|
Q3 2024
Reduced 21.87%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
259,546
shares
|
$4.66 Million
3.69% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
255,143
shares
|
$4.58 Million
1.95% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
253,558
shares
|
$4.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
250,781
shares
|
$4.5 Million
0.64% of portfolio
|
Q3 2024
Added 35.62%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
238,504
shares
|
$4.28 Million
2.71% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
234,475
shares
|
$4.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.82%
|