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 |
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
395,428
shares
|
$7.11 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
393,356
shares
|
$7.08 Million
0.2% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
389,526
shares
|
$7.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
382,411
shares
|
$6.88 Million
1.59% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
380,281
shares
|
$6.84 Million
0.21% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
376,954
shares
|
$6.78 Million
3.38% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
367,860
shares
|
$6.62 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
367,561
shares
|
$6.61 Million
2.64% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
362,629
shares
|
$6.52 Million
0.04% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
359,087
shares
|
$6.46 Million
2.46% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
348,121
shares
|
$6.26 Million
0.06% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
346,068
shares
|
$6.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
343,418
shares
|
$6.18 Million
1.56% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
337,309
shares
|
$6.07 Million
0.29% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
328,815
shares
|
$5.92 Million
0.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
327,087
shares
|
$5.88 Million
2.51% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
325,157
shares
|
$5.85 Million
0.63% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
321,142
shares
|
$5.78 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
298,659
shares
|
$5.37 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
297,345
shares
|
$5.35 Million
2.32% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
296,312
shares
|
$5.33 Million
1.75% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
294,327
shares
|
$5.29 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
293,418
shares
|
$5.28 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
286,364
shares
|
$5.15 Million
1.44% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
282,411
shares
|
$5.08 Million
7.19% of portfolio
|
Q3 2022
Added 1.42%
|