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 245 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,275
shares
|
$279,532
0.1% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,152
shares
|
$277,281
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
15,061
shares
|
$275,616
0.23% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
15,000
shares
|
$274,500
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
14,963
shares
|
$273,822
0.03% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,867
shares
|
$272,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
14,728
shares
|
$269,522
0.01% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
14,712
shares
|
$269,229
0.18% of portfolio
|
Q3 2025
Reduced 39.08%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
14,693
shares
|
$268,881
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
14,690
shares
|
$268,827
0.11% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
14,577
shares
|
$266,759
0.02% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
14,547
shares
|
$266,210
0.09% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,385
shares
|
$263,245
0.06% of portfolio
|
Q2 2025
Reduced 71.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,216
shares
|
$260,152
0.0% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
14,087
shares
|
$257,792
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
13,913
shares
|
$254,607
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
13,910
shares
|
$254,553
0.0% of portfolio
|
Q4 2023
Added 178.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
13,853
shares
|
$253,509
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,741
shares
|
$251,460
0.0% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
13,596
shares
|
$248,806
0.04% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
13,576
shares
|
$248,440
0.07% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
13,508
shares
|
$247,196
0.01% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
13,491
shares
|
$246,885
0.18% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
13,325
shares
|
$243,847
0.03% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
13,230
shares
|
$242,109
0.08% of portfolio
|
Q2 2025
Added 0.7%
|
|