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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,425,205
shares
|
$26.1 Million
4.22% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,388,284
shares
|
$25.4 Million
0.56% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,359,790
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,275,937
shares
|
$23.3 Million
2.32% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,218,518
shares
|
$22.3 Million
0.06% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,171,723
shares
|
$21.4 Million
1.29% of portfolio
|
Q3 2025
Added 44.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,162,177
shares
|
$21.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,121,163
shares
|
$20.5 Million
0.42% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,095,465
shares
|
$20 Million
0.01% of portfolio
|
Q3 2025
Added 72.92%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,054,805
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
997,625
shares
|
$18.3 Million
1.94% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
985,145
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
964,497
shares
|
$17.7 Million
0.11% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
898,623
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2025
Added 27.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
874,693
shares
|
$16 Million
0.07% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
850,386
shares
|
$15.6 Million
0.94% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
832,528
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
815,859
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
736,046
shares
|
$13.5 Million
0.53% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
723,556
shares
|
$13.2 Million
0.14% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
685,018
shares
|
$12.5 Million
0.32% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
683,030
shares
|
$12.5 Million
0.62% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
674,085
shares
|
$12.3 Million
1.32% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
628,645
shares
|
$11.5 Million
0.36% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
622,473
shares
|
$11.4 Million
0.06% of portfolio
|
Q2 2025
Added 11.44%
|
|