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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
21,721
shares
|
$385,982
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
21,620
shares
|
$384,187
0.02% of portfolio
|
Q4 2024
Added 89.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,537
shares
|
$382,712
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
21,162
shares
|
$376,048
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
20,639
shares
|
$366,755
0.12% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
20,474
shares
|
$363,822
0.24% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,444
shares
|
$363,289
0.06% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
20,103
shares
|
$357,230
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
20,097
shares
|
$357,123
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
19,927
shares
|
$354,102
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
19,905
shares
|
$353,711
0.1% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
19,890
shares
|
$353,445
0.02% of portfolio
|
Q3 2024
Added 57.35%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
19,813
shares
|
$352,077
0.38% of portfolio
|
Q4 2024
Added 66.43%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
19,420
shares
|
$345,093
0.09% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
19,186
shares
|
$340,935
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
19,080
shares
|
$339,051
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
18,477
shares
|
$328,336
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
18,255
shares
|
$324,391
0.03% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
18,250
shares
|
$324,302
0.14% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,243
shares
|
$324,178
0.04% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
18,125
shares
|
$322,081
0.02% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
18,088
shares
|
$321,423
0.01% of portfolio
|
Q4 2024
Reduced 33.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
18,029
shares
|
$320,375
0.0% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
17,831
shares
|
$316,856
0.13% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,784
shares
|
$316,021
0.01% of portfolio
|
Q4 2024
Added 2.25%
|