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 |
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
90,761
shares
|
$1.63 Million
0.46% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
90,726
shares
|
$1.63 Million
0.19% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
89,374
shares
|
$1.61 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
88,145
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
88,016
shares
|
$1.58 Million
0.31% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
87,109
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
85,958
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
84,087
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
82,426
shares
|
$1.48 Million
0.75% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
82,207
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
82,201
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
82,120
shares
|
$1.48 Million
0.93% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
80,774
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
80,763
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2022
Reduced 28.96%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
79,982
shares
|
$1.44 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
79,304
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
77,718
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
74,792
shares
|
$1.35 Million
0.35% of portfolio
|
Q1 2023
Reduced 15.81%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
73,181
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
69,869
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
68,663
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2025
Added 93.79%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
68,160
shares
|
$1.23 Million
0.72% of portfolio
|
Q2 2024
Reduced 36.82%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
67,673
shares
|
$1.22 Million
1.89% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
66,125
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 71.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
62,286
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.24%
|