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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
7,400
shares
|
$131,498
0.01% of portfolio
|
Q2 2022
Added 27.15%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
7,301
shares
|
$129,738
0.08% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
6,851
shares
|
$121,742
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,864
shares
|
$104,203
0.05% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,720
shares
|
$101,644
0.01% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
5,613
shares
|
$99,743
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,164
shares
|
$91,764
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,147
shares
|
$91,462
0.1% of portfolio
|
Q2 2022
Added 4.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,736
shares
|
$84,158
0.01% of portfolio
|
Q3 2024
Added 552.34%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
4,488
shares
|
$79,751
0.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,186
shares
|
$74,385
0.0% of portfolio
|
Q4 2024
Added 55.85%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
4,142
shares
|
$73,603
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,863
shares
|
$68,645
0.02% of portfolio
|
Q4 2024
Reduced 74.3%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,849
shares
|
$68,396
0.01% of portfolio
|
Q4 2024
Added 435.33%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,820
shares
|
$67,881
0.04% of portfolio
|
Q3 2024
Added 75.87%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3,731
shares
|
$66,299
0.01% of portfolio
|
Q3 2021
Reduced 0.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,463
shares
|
$61,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,395
shares
|
$60,329
0.0% of portfolio
|
Q4 2024
Reduced 50.92%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
3,389
shares
|
$60,222
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
3,143
shares
|
$55,851
0.01% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,959
shares
|
$52,581
0.01% of portfolio
|
Q2 2023
Reduced 69.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,900
shares
|
$51,533
0.02% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,759
shares
|
$49,027
0.02% of portfolio
|
Q1 2023
Reduced 11.97%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,706
shares
|
$48,085
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,651
shares
|
$47,108
0.01% of portfolio
|
Q4 2024
Added 1655.63%
|