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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,519
shares
|
$574,935
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
31,626
shares
|
$559,147
0.45% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
30,977
shares
|
$547,673
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
30,708
shares
|
$542,917
0.0% of portfolio
|
Q4 2024
Added 21525.35%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
30,668
shares
|
$542,210
0.27% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
30,353
shares
|
$536,641
0.38% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
30,135
shares
|
$532,786
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
29,100
shares
|
$514,488
0.02% of portfolio
|
Q2 2023
Reduced 70.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,644
shares
|
$506,425
0.19% of portfolio
|
Q4 2022
Reduced 94.05%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
28,035
shares
|
$495,658
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
27,999
shares
|
$495,022
0.0% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
27,884
shares
|
$492,989
0.08% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
27,861
shares
|
$492,582
0.04% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,760
shares
|
$490,796
0.15% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
27,572
shares
|
$487,472
0.3% of portfolio
|
Q1 2023
Reduced 8.9%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
27,050
shares
|
$478,244
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
27,000
shares
|
$477,360
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,744
shares
|
$472,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
26,585
shares
|
$470,022
0.05% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
26,528
shares
|
$469,015
0.24% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
26,141
shares
|
$462,172
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
25,863
shares
|
$457,257
0.05% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
25,473
shares
|
$450,362
0.5% of portfolio
|
Q4 2024
Added 52.23%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
25,465
shares
|
$450,221
0.34% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
25,095
shares
|
$443,679
0.0% of portfolio
|
Q3 2024
Reduced 8.89%
|