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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
157,597
shares
|
$2.83 Million
0.48% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
157,190
shares
|
$2.82 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
154,074
shares
|
$2.77 Million
0.09% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
152,581
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
151,124
shares
|
$2.71 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
147,925
shares
|
$2.66 Million
1.21% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
146,983
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
145,091
shares
|
$2.6 Million
1.43% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
144,643
shares
|
$2.6 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
143,072
shares
|
$2.57 Million
1.86% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
142,274
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
141,531
shares
|
$2.54 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
138,615
shares
|
$2.49 Million
0.59% of portfolio
|
Q3 2024
Added 21.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
136,772
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2024
Added 35.75%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
136,327
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
134,133
shares
|
$2.41 Million
0.41% of portfolio
|
Q4 2022
Reduced 3.41%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
129,329
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
126,630
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
125,455
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2024
Reduced 67.84%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
125,234
shares
|
$2.25 Million
26.59% of portfolio
|
Q3 2022
Added 11.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
120,011
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
119,207
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
118,465
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
118,354
shares
|
$2.12 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
118,235
shares
|
$2.12 Million
1.44% of portfolio
|
Q3 2024
Reduced 10.3%
|