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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
24,688
shares
|
$451,790
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
24,588
shares
|
$449,960
0.32% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
24,557
shares
|
$449,393
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
24,331
shares
|
$445,257
0.01% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
24,280
shares
|
$444,324
0.24% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
23,693
shares
|
$433,581
0.06% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
21,876
shares
|
$400,330
0.05% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
21,849
shares
|
$399,836
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,815
shares
|
$399,214
0.03% of portfolio
|
Q4 2021
Reduced 3.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,773
shares
|
$398,445
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
21,590
shares
|
$395,097
0.07% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,537
shares
|
$394,127
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
21,364
shares
|
$390,961
0.1% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
21,361
shares
|
$390,906
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
21,022
shares
|
$384,702
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
20,998
shares
|
$384,263
0.01% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
20,600
shares
|
$376,980
0.21% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
20,499
shares
|
$375,131
0.1% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
20,371
shares
|
$372,789
0.06% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
20,342
shares
|
$372,258
0.21% of portfolio
|
Q3 2025
Reduced 56.39%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
20,304
shares
|
$371,563
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
20,097
shares
|
$367,775
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
19,688
shares
|
$360,290
0.09% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
19,578
shares
|
$358,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,551
shares
|
$357,783
0.02% of portfolio
|
Q2 2025
Reduced 29.62%
|
|