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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
17,631
shares
|
$313,302
0.04% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
17,578
shares
|
$312,361
0.14% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
17,500
shares
|
$310,975
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
17,394
shares
|
$309,091
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
16,865
shares
|
$299,691
0.01% of portfolio
|
Q4 2024
Reduced 22.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
16,680
shares
|
$296,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
16,619
shares
|
$295,319
0.15% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
16,593
shares
|
$294,857
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
16,313
shares
|
$289,882
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
16,276
shares
|
$289,224
0.02% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
15,993
shares
|
$284,195
0.03% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,987
shares
|
$284,088
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
15,792
shares
|
$280,623
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,751
shares
|
$279,895
0.0% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
15,622
shares
|
$277,602
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,588
shares
|
$276,998
0.02% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
15,531
shares
|
$275,985
0.14% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15,470
shares
|
$274,901
0.2% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
15,304
shares
|
$271,952
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
15,300
shares
|
$271,881
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
15,196
shares
|
$270,032
0.09% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
15,152
shares
|
$269,251
0.05% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
15,145
shares
|
$269,126
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
14,939
shares
|
$265,466
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
14,840
shares
|
$263,706
0.1% of portfolio
|
Q4 2024
Added 0.78%
|