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 451 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 $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
24,025
shares
|
$425,723
0.32% of portfolio
|
Q4 2024
Added 55.75%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
24,023
shares
|
$425,687
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
23,919
shares
|
$423,844
0.25% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
23,810
shares
|
$421,913
0.19% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
23,508
shares
|
$416,561
0.14% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
23,250
shares
|
$411,990
0.21% of portfolio
|
Q4 2024
Reduced 92.28%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
23,159
shares
|
$410,377
0.27% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
22,999
shares
|
$407,542
0.05% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
22,590
shares
|
$400,294
0.08% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
22,237
shares
|
$394,039
0.21% of portfolio
|
Q3 2024
Reduced 29.11%
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,222
shares
|
$393,773
0.05% of portfolio
|
Q2 2023
Reduced 5.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
22,087
shares
|
$391,381
0.0% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
22,030
shares
|
$390,371
0.17% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,815
shares
|
$386,561
0.03% of portfolio
|
Q4 2021
Reduced 3.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,537
shares
|
$381,635
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
20,936
shares
|
$370,985
0.05% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
20,639
shares
|
$365,723
0.12% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
20,474
shares
|
$362,799
0.24% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
20,097
shares
|
$356,118
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,075
shares
|
$355,729
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
20,024
shares
|
$354,825
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
19,938
shares
|
$353,301
0.13% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
19,905
shares
|
$352,716
0.1% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,890
shares
|
$352,450
0.02% of portfolio
|
Q3 2024
Added 57.35%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
19,813
shares
|
$351,086
0.38% of portfolio
|
Q4 2024
Added 66.43%
|