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 483 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
43,593
shares
|
$770,724
0.03% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
43,517
shares
|
$769,380
0.35% of portfolio
|
Q4 2024
Reduced 21.87%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
42,946
shares
|
$759,285
0.01% of portfolio
|
Q4 2024
Added 57.17%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
41,910
shares
|
$740,968
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
41,056
shares
|
$725,870
0.16% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
40,153
shares
|
$709,905
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
40,151
shares
|
$709,869
0.25% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
39,703
shares
|
$701,949
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
39,668
shares
|
$701,330
0.23% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
38,571
shares
|
$681,935
0.13% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
38,218
shares
|
$675,694
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
37,814
shares
|
$668,551
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,442
shares
|
$661,974
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
36,238
shares
|
$640,687
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
36,150
shares
|
$639,132
0.59% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
35,965
shares
|
$635,861
0.22% of portfolio
|
Q4 2024
Reduced 34.29%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
35,778
shares
|
$632,555
0.53% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
35,520
shares
|
$627,993
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
35,431
shares
|
$626,420
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
34,434
shares
|
$608,793
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
33,621
shares
|
$594,419
0.06% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
33,580
shares
|
$593,694
0.08% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
33,172
shares
|
$586,480
0.03% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
33,074
shares
|
$584,748
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
32,658
shares
|
$577,393
0.04% of portfolio
|
Q4 2024
Added 31.6%
|