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 493 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 |
|---|---|---|---|---|---|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
51,162
shares
|
$936,264
0.1% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
51,085
shares
|
$934,855
0.1% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
50,098
shares
|
$916,793
0.01% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
49,510
shares
|
$906,033
0.01% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
49,335
shares
|
$902,830
0.38% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
48,657
shares
|
$890,423
0.11% of portfolio
|
Q2 2024
Reduced 37.28%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
48,653
shares
|
$890,349
0.29% of portfolio
|
Q3 2025
Reduced 40.97%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
47,430
shares
|
$867,969
0.26% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
47,349
shares
|
$866,486
0.02% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
45,743
shares
|
$837,096
1.04% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
45,465
shares
|
$832,009
0.07% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
44,444
shares
|
$813,325
0.09% of portfolio
|
Q3 2025
Added 82.43%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
44,074
shares
|
$806,554
0.14% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
43,617
shares
|
$798,191
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
43,238
shares
|
$791,255
0.13% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
42,887
shares
|
$784,832
0.05% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
42,130
shares
|
$770,979
0.28% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
42,009
shares
|
$768,764
0.71% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
41,953
shares
|
$767,739
0.33% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
41,680
shares
|
$762,744
0.55% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
41,563
shares
|
$760,602
0.01% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
41,423
shares
|
$758,040
0.02% of portfolio
|
Q3 2025
Added 57.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
40,691
shares
|
$744,645
0.05% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
40,511
shares
|
$741,351
0.04% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
40,359
shares
|
$738,569
0.01% of portfolio
|
Q3 2025
Added 10.2%
|
|