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 482 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
50,633,751
shares
|
$869 Million
0.06% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,800,881
shares
|
$288 Million
0.06% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,744,821
shares
|
$236 Million
0.06% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,028,056
shares
|
$224 Million
0.1% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,525,874
shares
|
$164 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,567,404
shares
|
$147 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,093,224
shares
|
$122 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,515,079
shares
|
$94.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,978,161
shares
|
$51.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,905,210
shares
|
$49.9 Million
0.07% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
2,529,670
shares
|
$43.4 Million
1.71% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,476,663
shares
|
$42.5 Million
0.26% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,448,070
shares
|
$42 Million
0.01% of portfolio
|
Q4 2024
Added 79.02%
|
|
|
Stonebridge Advisors LLC
Wilton, CT |
Feb 12, 2025 Q4 2024 |
2,289,907
shares
|
$39.3 Million
27.03% of portfolio
|
Q4 2024
Added 1097.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,152,252
shares
|
$37 Million
0.01% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,086,331
shares
|
$35.8 Million
0.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,928,594
shares
|
$33.1 Million
2.28% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
1,841,207
shares
|
$31.6 Million
0.78% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,832,157
shares
|
$31.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,649,670
shares
|
$28.3 Million
0.06% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,536,412
shares
|
$26.4 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,525,910
shares
|
$26.2 Million
2.69% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
1,507,144
shares
|
$25.9 Million
0.91% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,448,359
shares
|
$24.9 Million
0.04% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
1,414,853
shares
|
$24.3 Million
5.16% of portfolio
|
Q1 2025
Added 2.88%
|