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 $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,095
shares
|
$445,938
0.04% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
24,892
shares
|
$442,330
0.15% of portfolio
|
Q3 2023
Reduced 18.55%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
24,752
shares
|
$439,843
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
24,695
shares
|
$438,830
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,688
shares
|
$438,705
0.15% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
24,688
shares
|
$438,705
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
24,570
shares
|
$436,608
0.05% of portfolio
|
Q4 2024
Reduced 30.44%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
24,228
shares
|
$430,531
0.07% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
24,137
shares
|
$428,914
0.2% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
24,025
shares
|
$426,924
0.32% of portfolio
|
Q4 2024
Added 55.75%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
24,023
shares
|
$426,888
0.04% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
23,919
shares
|
$425,040
0.25% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,822
shares
|
$423,316
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
23,810
shares
|
$423,103
0.18% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
23,475
shares
|
$417,150
0.06% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
23,467
shares
|
$417,008
0.13% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
23,339
shares
|
$414,734
0.04% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
23,250
shares
|
$413,152
0.21% of portfolio
|
Q4 2024
Reduced 92.28%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
23,163
shares
|
$411,606
0.26% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
23,146
shares
|
$411,304
0.0% of portfolio
|
Q4 2024
Added 88.27%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
22,857
shares
|
$406,168
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
22,680
shares
|
$403,023
0.05% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
22,620
shares
|
$401,957
0.0% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
22,590
shares
|
$401,424
0.08% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,815
shares
|
$387,652
0.03% of portfolio
|
Q4 2021
Reduced 3.56%
|