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 245 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
143,971
shares
|
$2.63 Million
2.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
142,893
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
142,715
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
135,324
shares
|
$2.48 Million
1.06% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
134,133
shares
|
$2.45 Million
0.41% of portfolio
|
Q4 2022
Reduced 3.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
133,547
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
133,467
shares
|
$2.44 Million
0.27% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
132,143
shares
|
$2.42 Million
1.16% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
130,030
shares
|
$2.38 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
128,366
shares
|
$2.35 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
125,234
shares
|
$2.29 Million
26.59% of portfolio
|
Q3 2022
Added 11.25%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
125,185
shares
|
$2.29 Million
0.78% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
125,128
shares
|
$2.29 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
124,451
shares
|
$2.28 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
119,235
shares
|
$2.18 Million
1.34% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
117,503
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
116,482
shares
|
$2.13 Million
1.88% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
116,472
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
116,186
shares
|
$2.13 Million
1.27% of portfolio
|
Q3 2025
Added 41.48%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
115,175
shares
|
$2.11 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
109,552
shares
|
$2 Million
0.03% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
107,903
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
106,942
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Added 21.33%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
103,917
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
99,184
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2025
Added 2.85%
|
|