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 |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
11,930
shares
|
$211,996
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
11,871
shares
|
$210,947
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
11,794
shares
|
$209,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
11,755
shares
|
$208,886
0.02% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,709
shares
|
$208,068
0.12% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
11,672
shares
|
$207,411
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11,570
shares
|
$205,598
0.12% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,450
shares
|
$203,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
11,368
shares
|
$202,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
11,282
shares
|
$200,481
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,200
shares
|
$199,024
0.19% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
11,193
shares
|
$198,899
0.0% of portfolio
|
Q4 2024
Added 1833.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,180
shares
|
$198,668
0.01% of portfolio
|
Q4 2024
Reduced 96.91%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
11,080
shares
|
$196,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,796
shares
|
$191,844
0.02% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,749
shares
|
$191,009
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,577
shares
|
$187,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,564
shares
|
$187,722
0.06% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
10,529
shares
|
$187,100
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
10,253
shares
|
$182,195
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
10,188
shares
|
$181,040
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,059
shares
|
$178,748
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,483
shares
|
$168,512
0.0% of portfolio
|
Q2 2021
Added 81.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,639
shares
|
$153,515
0.01% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,400
shares
|
$149,268
0.01% of portfolio
|
Q4 2022
Reduced 54.35%
|