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 |
|---|---|---|---|---|---|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
10,544
shares
|
$192,955
0.09% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,500
shares
|
$192,150
0.01% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
10,489
shares
|
$191,948
0.09% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
10,287
shares
|
$188,252
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
10,283
shares
|
$188,178
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,203
shares
|
$186,714
0.03% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,188
shares
|
$186,440
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,027
shares
|
$183,494
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
10,002
shares
|
$183,036
0.01% of portfolio
|
Q3 2025
Reduced 74.27%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,483
shares
|
$173,538
0.0% of portfolio
|
Q2 2021
Added 81.88%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
9,458
shares
|
$173,081
0.03% of portfolio
|
Q3 2025
Added 26.8%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,400
shares
|
$153,720
0.01% of portfolio
|
Q4 2022
Reduced 54.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
7,431
shares
|
$135,987
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
7,301
shares
|
$133,608
0.1% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,123
shares
|
$130,350
0.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
6,119
shares
|
$111,977
0.05% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,072
shares
|
$111,117
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,905
shares
|
$108,061
0.01% of portfolio
|
Q3 2025
Added 233.05%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,575
shares
|
$102,022
0.04% of portfolio
|
Q3 2025
Added 104.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5,233
shares
|
$95,763
0.01% of portfolio
|
Q3 2025
Added 595.88%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,147
shares
|
$94,190
0.1% of portfolio
|
Q2 2022
Added 4.06%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,024
shares
|
$91,939
0.05% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,012
shares
|
$91,719
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,736
shares
|
$86,668
0.01% of portfolio
|
Q3 2024
Added 552.34%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
4,700
shares
|
$86,010
0.03% of portfolio
|
Q3 2025
Reduced 27.69%
|
|