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 492 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $4.18 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 |
May 15, 2025 Q1 2025 |
52,289,033
shares
|
$941 Million
0.07% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
17,296,239
shares
|
$311 Million
0.07% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,019,148
shares
|
$270 Million
0.06% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,362,757
shares
|
$258 Million
0.1% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,934,995
shares
|
$179 Million
0.03% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
8,879,611
shares
|
$160 Million
0.06% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,143,179
shares
|
$129 Million
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,515,079
shares
|
$99.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,464,598
shares
|
$62.3 Million
0.02% of portfolio
|
Q1 2025
Added 41.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,978,161
shares
|
$53.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,716,884
shares
|
$48.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,566,326
shares
|
$46.2 Million
0.23% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,295,805
shares
|
$41.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,183,041
shares
|
$39.3 Million
1.35% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,114,124
shares
|
$38 Million
0.04% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,092,069
shares
|
$37.6 Million
1.17% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,058,221
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
1,945,218
shares
|
$35 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,926,036
shares
|
$34.6 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,923,095
shares
|
$34.6 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,721,404
shares
|
$31 Million
0.06% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,690,797
shares
|
$30.4 Million
2.85% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,585,683
shares
|
$28.5 Million
0.21% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,556,479
shares
|
$28 Million
0.05% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,536,026
shares
|
$27.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 17.12%
|