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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
12,888
shares
|
$235,850
0.02% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
12,633
shares
|
$231,183
0.01% of portfolio
|
Q3 2025
Added 19.26%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,530
shares
|
$229,299
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,439
shares
|
$227,633
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
12,432
shares
|
$227,505
0.06% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
12,405
shares
|
$227,011
0.02% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
12,000
shares
|
$219,600
0.06% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,840
shares
|
$216,672
0.01% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
11,817
shares
|
$216,251
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,731
shares
|
$214,677
0.11% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,672
shares
|
$213,597
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
11,570
shares
|
$211,731
0.12% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
11,522
shares
|
$210,852
0.04% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
11,387
shares
|
$208,382
0.05% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
11,282
shares
|
$206,460
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
11,202
shares
|
$204,996
0.01% of portfolio
|
Q3 2025
Reduced 38.92%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
11,142
shares
|
$203,898
0.04% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,129
shares
|
$203,660
0.0% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
11,081
shares
|
$202,782
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
11,010
shares
|
$201,483
0.02% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
10,920
shares
|
$199,836
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
10,895
shares
|
$199,378
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
10,865
shares
|
$198,829
0.08% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,688
shares
|
$195,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
10,577
shares
|
$193,559
0.0% of portfolio
|
Q3 2024
New holding
|
|