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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,295
shares
|
$353,098
0.01% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
19,186
shares
|
$351,103
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
18,978
shares
|
$347,297
0.1% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
18,852
shares
|
$344,991
0.0% of portfolio
|
Q3 2025
Reduced 64.94%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
18,630
shares
|
$340,929
0.09% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
18,620
shares
|
$340,746
0.05% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
18,250
shares
|
$333,975
0.13% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
18,243
shares
|
$333,846
0.04% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
18,200
shares
|
$333,060
0.03% of portfolio
|
Q1 2025
Added 37.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
18,141
shares
|
$331,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,500
shares
|
$320,250
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
17,420
shares
|
$318,786
0.13% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
17,389
shares
|
$318,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
17,154
shares
|
$313,918
0.07% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
16,927
shares
|
$309,764
0.14% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
16,854
shares
|
$308,428
0.02% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
16,742
shares
|
$306,378
0.11% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
16,189
shares
|
$296,258
0.14% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,134
shares
|
$295,252
0.03% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,853
shares
|
$290,109
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,477
shares
|
$283,229
0.0% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15,470
shares
|
$283,101
0.2% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
15,449
shares
|
$282,716
0.01% of portfolio
|
Q3 2025
Added 36.68%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15,304
shares
|
$280,063
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
15,300
shares
|
$279,990
0.11% of portfolio
|
Q2 2023
New holding
|
|