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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
969
shares
|
$17,732
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
950
shares
|
$17,385
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
900
shares
|
$16,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
850
shares
|
$15,555
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
835
shares
|
$15,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$12,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
686
shares
|
$12,553
0.0% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
661
shares
|
$12,096
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
644
shares
|
$11,785
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
628
shares
|
$11,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
599
shares
|
$10,961
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
588
shares
|
$10,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
559
shares
|
$10,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
492
shares
|
$9,003
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
487
shares
|
$8,912
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
425
shares
|
$7,777
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
414
shares
|
$7,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
400
shares
|
$7,320
0.0% of portfolio
|
Q2 2025
Reduced 92.91%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
380
shares
|
$6,954
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
351
shares
|
$6,423
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
325
shares
|
$5,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
318
shares
|
$5,819
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
300
shares
|
$5,490
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
300
shares
|
$5,490
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
299
shares
|
$5,471
0.0% of portfolio
|
Q4 2022
New holding
|
|