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 |
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
264,106
shares
|
$4.75 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
262,995
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
262,442
shares
|
$4.72 Million
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
255,143
shares
|
$4.59 Million
1.95% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
253,922
shares
|
$4.57 Million
0.0% of portfolio
|
Q1 2025
Added 171.6%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
252,027
shares
|
$4.53 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
248,986
shares
|
$4.48 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
242,579
shares
|
$4.36 Million
1.97% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
227,977
shares
|
$4.1 Million
3.69% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
227,493
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2025
Added 45.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
219,732
shares
|
$3.95 Million
0.08% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214,989
shares
|
$3.87 Million
0.15% of portfolio
|
Q2 2020
Reduced 2.65%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
204,352
shares
|
$3.68 Million
0.04% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
201,940
shares
|
$3.63 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
200,435
shares
|
$3.61 Million
1.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
196,311
shares
|
$3.53 Million
0.03% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
196,125
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
193,676
shares
|
$3.48 Million
0.26% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
190,986
shares
|
$3.44 Million
0.53% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
186,939
shares
|
$3.36 Million
0.34% of portfolio
|
Q3 2023
Added 9.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
185,300
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
183,419
shares
|
$3.3 Million
0.4% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
179,969
shares
|
$3.24 Million
0.54% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
177,189
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2025
Added 24.21%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
174,716
shares
|
$3.14 Million
0.68% of portfolio
|
Q1 2025
Added 7.34%
|