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 483 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
14,840
shares
|
$262,371
0.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
14,821
shares
|
$262,035
0.13% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
14,701
shares
|
$259,913
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
14,685
shares
|
$259,630
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
14,656
shares
|
$259,118
0.21% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
14,274
shares
|
$252,364
0.04% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
14,246
shares
|
$251,869
0.03% of portfolio
|
Q4 2024
Reduced 57.4%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
14,129
shares
|
$249,800
0.07% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
14,097
shares
|
$249,234
0.08% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
13,910
shares
|
$245,928
0.0% of portfolio
|
Q4 2023
Added 178.2%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
13,200
shares
|
$233,376
0.02% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
13,200
shares
|
$233,376
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
13,121
shares
|
$231,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
13,117
shares
|
$231,908
0.03% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
12,926
shares
|
$228,531
0.26% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,886
shares
|
$227,824
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,530
shares
|
$221,530
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
12,364
shares
|
$218,595
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,328
shares
|
$217,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
12,181
shares
|
$215,360
0.13% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
12,122
shares
|
$214,316
0.13% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
12,111
shares
|
$214,122
0.02% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,078
shares
|
$213,539
0.01% of portfolio
|
Q4 2024
Reduced 41.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,030
shares
|
$212,690
0.01% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
12,000
shares
|
$212,160
0.06% of portfolio
|
Q2 2024
Reduced 33.33%
|