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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
29,765
shares
|
$544,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
29,632
shares
|
$542,265
0.1% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
28,644
shares
|
$524,185
0.19% of portfolio
|
Q4 2022
Reduced 94.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
28,630
shares
|
$523,929
0.03% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
28,400
shares
|
$519,720
0.03% of portfolio
|
Q2 2025
Added 108.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
28,324
shares
|
$518,329
0.01% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
28,270
shares
|
$517,341
0.16% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
27,700
shares
|
$506,910
0.06% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
27,600
shares
|
$505,080
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
27,572
shares
|
$504,567
0.3% of portfolio
|
Q1 2023
Reduced 8.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
27,295
shares
|
$499,498
0.05% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
26,975
shares
|
$493,642
0.31% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
26,811
shares
|
$490,641
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
26,744
shares
|
$489,415
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
25,932
shares
|
$474,555
0.06% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
25,801
shares
|
$472,158
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
25,693
shares
|
$470,181
0.35% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
25,671
shares
|
$469,779
0.15% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
25,385
shares
|
$464,545
0.4% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
25,351
shares
|
$463,923
0.12% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
25,222
shares
|
$461,562
0.0% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
25,153
shares
|
$460,299
0.33% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
25,095
shares
|
$459,238
0.03% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
24,892
shares
|
$455,523
0.15% of portfolio
|
Q3 2023
Reduced 18.55%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,688
shares
|
$451,790
0.15% of portfolio
|
Q3 2023
Reduced 1.99%
|
|