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 485 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 $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
162,771
shares
|
$2.79 Million
0.61% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
160,016
shares
|
$2.75 Million
0.22% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
159,989
shares
|
$2.75 Million
0.65% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
159,945
shares
|
$2.74 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
157,022
shares
|
$2.69 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
154,662
shares
|
$2.65 Million
0.03% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
153,440
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
151,712
shares
|
$2.6 Million
0.04% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
151,124
shares
|
$2.59 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
148,902
shares
|
$2.56 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
148,837
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 69.06%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
148,499
shares
|
$2.55 Million
0.77% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
146,220
shares
|
$2.51 Million
1.74% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
145,688
shares
|
$2.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
144,381
shares
|
$2.48 Million
0.3% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
143,872
shares
|
$2.47 Million
2.25% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
139,349
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
134,628
shares
|
$2.31 Million
0.04% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
134,133
shares
|
$2.3 Million
0.41% of portfolio
|
Q4 2022
Reduced 3.41%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
132,761
shares
|
$2.28 Million
0.04% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
132,757
shares
|
$2.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
132,022
shares
|
$2.27 Million
0.05% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
129,235
shares
|
$2.22 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
128,995
shares
|
$2.21 Million
1.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
128,442
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|