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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
39,959
shares
|
$731,249
0.03% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
39,725
shares
|
$726,967
0.43% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
39,359
shares
|
$720,269
0.67% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
38,571
shares
|
$705,849
0.13% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
38,230
shares
|
$699,609
0.27% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
38,079
shares
|
$696,845
0.03% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
37,609
shares
|
$688,244
0.09% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
37,376
shares
|
$683,980
0.05% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
37,009
shares
|
$677,264
0.49% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
36,823
shares
|
$673,860
0.02% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
36,712
shares
|
$671,829
0.03% of portfolio
|
Q3 2025
Added 77.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
36,150
shares
|
$661,545
0.59% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
35,848
shares
|
$656,018
0.05% of portfolio
|
Q3 2025
Added 45.75%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
35,730
shares
|
$653,859
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,000
shares
|
$640,500
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
34,450
shares
|
$630,435
0.0% of portfolio
|
Q3 2025
Reduced 70.5%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,109
shares
|
$624,194
0.34% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
33,949
shares
|
$621,266
0.27% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
33,667
shares
|
$616,106
0.04% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
32,971
shares
|
$603,369
0.38% of portfolio
|
Q3 2025
Added 24.78%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
32,888
shares
|
$601,850
0.45% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
32,519
shares
|
$595,097
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
32,197
shares
|
$589,205
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
31,582
shares
|
$577,950
0.01% of portfolio
|
Q3 2025
Added 57.45%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
30,017
shares
|
$549,311
0.31% of portfolio
|
Q3 2025
Reduced 35.36%
|
|