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 454 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
525,576
shares
|
$9.34 Million
1.28% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
510,374
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
502,972
shares
|
$8.94 Million
0.94% of portfolio
|
Q3 2024
Added 1087.6%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
490,004
shares
|
$8.71 Million
3.63% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
475,938
shares
|
$8.46 Million
0.29% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
450,580
shares
|
$8.01 Million
2.37% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
440,652
shares
|
$7.83 Million
0.24% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
437,755
shares
|
$7.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
436,527
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
434,388
shares
|
$7.72 Million
3.84% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
428,626
shares
|
$7.62 Million
2.65% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
410,578
shares
|
$7.3 Million
3.76% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
401,017
shares
|
$7.13 Million
6.27% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
397,436
shares
|
$7.06 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
397,410
shares
|
$7.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
396,747
shares
|
$7.05 Million
0.25% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
383,793
shares
|
$6.82 Million
0.31% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
375,447
shares
|
$6.67 Million
0.18% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
365,991
shares
|
$6.5 Million
0.21% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
362,264
shares
|
$6.44 Million
0.24% of portfolio
|
Q3 2024
Added 3009.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
361,473
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2024
Added 47.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
360,186
shares
|
$6.4 Million
0.2% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
357,661
shares
|
$6.36 Million
3.39% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
354,490
shares
|
$6.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
341,175
shares
|
$6.06 Million
3.04% of portfolio
|
Q3 2024
Reduced 3.02%
|