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 482 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
565,413
shares
|
$9.7 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
561,550
shares
|
$9.64 Million
0.0% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
561,213
shares
|
$9.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
541,563
shares
|
$9.29 Million
0.37% of portfolio
|
Q4 2024
Added 67.87%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
518,706
shares
|
$8.9 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
510,822
shares
|
$8.77 Million
0.3% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
490,716
shares
|
$8.42 Million
0.04% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
480,997
shares
|
$8.25 Million
0.01% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
479,242
shares
|
$8.22 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
465,534
shares
|
$7.99 Million
4.13% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
461,801
shares
|
$7.92 Million
1.12% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
450,580
shares
|
$7.73 Million
2.37% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
428,626
shares
|
$7.36 Million
2.65% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
415,820
shares
|
$7.14 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
402,551
shares
|
$6.91 Million
0.18% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
402,079
shares
|
$6.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
401,017
shares
|
$6.88 Million
6.27% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
400,672
shares
|
$6.88 Million
3.71% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
397,436
shares
|
$6.82 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
396,814
shares
|
$6.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
396,747
shares
|
$6.81 Million
0.25% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
376,037
shares
|
$6.45 Million
0.22% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
373,428
shares
|
$6.41 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
362,966
shares
|
$6.23 Million
3.38% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
356,722
shares
|
$6.12 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.53%
|