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 |
|
Barings LLC
|
May 09, 2025 Q1 2025 |
622,445
shares
|
$11.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
603,821
shares
|
$10.9 Million
0.16% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
593,760
shares
|
$10.7 Million
0.37% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
578,505
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
564,636
shares
|
$10.2 Million
4.85% of portfolio
|
Q1 2025
Added 65.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
561,246
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
554,777
shares
|
$9.98 Million
2.49% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
553,951
shares
|
$9.97 Million
0.35% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
530,667
shares
|
$9.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
493,969
shares
|
$8.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 36.98%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
489,917
shares
|
$8.81 Million
2.42% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
487,611
shares
|
$8.77 Million
2.39% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
485,695
shares
|
$8.74 Million
2.87% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
484,380
shares
|
$8.71 Million
4.08% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
476,312
shares
|
$8.57 Million
0.09% of portfolio
|
Q1 2025
Added 33.54%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
475,480
shares
|
$8.55 Million
0.65% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
469,688
shares
|
$8.45 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
453,262
shares
|
$8.15 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
441,869
shares
|
$7.95 Million
4.99% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
431,930
shares
|
$7.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
422,228
shares
|
$7.6 Million
0.24% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
408,636
shares
|
$7.35 Million
0.16% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
407,894
shares
|
$7.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 53.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
397,713
shares
|
$7.15 Million
0.03% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
397,326
shares
|
$7.15 Million
0.94% of portfolio
|
Q2 2025
Reduced 13.96%
|