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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,004
shares
|
$53,230
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,959
shares
|
$52,433
0.01% of portfolio
|
Q2 2023
Reduced 69.96%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
2,759
shares
|
$48,889
0.03% of portfolio
|
Q1 2023
Reduced 11.97%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,689
shares
|
$47,649
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,686
shares
|
$47,595
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,651
shares
|
$46,975
0.01% of portfolio
|
Q4 2024
Added 1655.63%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,634
shares
|
$46,674
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,562
shares
|
$45,398
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,183
shares
|
$38,682
0.0% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,169
shares
|
$38,434
0.01% of portfolio
|
Q1 2024
Reduced 17.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,082
shares
|
$36,893
0.0% of portfolio
|
Q3 2024
Reduced 44.29%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,000
shares
|
$35,440
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,681
shares
|
$29,787
0.01% of portfolio
|
Q4 2024
Added 96.61%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
1,431
shares
|
$25,357
0.01% of portfolio
|
Q3 2024
Added 93.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,312
shares
|
$23,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,273
shares
|
$22,557
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
1,200
shares
|
$21,264
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,165
shares
|
$20,643
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,065
shares
|
$18,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
969
shares
|
$17,170
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
950
shares
|
$16,834
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
938
shares
|
$16,621
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
850
shares
|
$15,061
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
710
shares
|
$12,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$12,404
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|