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 220 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
611,867
shares
|
$10.9 Million
0.19% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
590,066
shares
|
$10.5 Million
0.58% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
565,413
shares
|
$10 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
561,550
shares
|
$9.98 Million
0.0% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
541,563
shares
|
$9.62 Million
0.37% of portfolio
|
Q4 2024
Added 67.87%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
525,576
shares
|
$9.34 Million
1.28% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
518,706
shares
|
$9.22 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
510,822
shares
|
$9.08 Million
0.3% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
490,716
shares
|
$8.72 Million
0.04% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
480,997
shares
|
$8.55 Million
0.01% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
479,242
shares
|
$8.52 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
450,580
shares
|
$8.01 Million
2.37% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
434,388
shares
|
$7.72 Million
3.84% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
428,626
shares
|
$7.62 Million
2.65% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
415,820
shares
|
$7.39 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
402,079
shares
|
$7.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
401,017
shares
|
$7.13 Million
6.27% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
400,672
shares
|
$7.12 Million
3.71% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
397,436
shares
|
$7.06 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
396,814
shares
|
$7.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
396,747
shares
|
$7.05 Million
0.25% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
376,037
shares
|
$6.68 Million
0.22% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
375,447
shares
|
$6.67 Million
0.18% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
373,428
shares
|
$6.64 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
357,661
shares
|
$6.36 Million
3.39% of portfolio
|
Q4 2024
Added 1.83%
|