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 |
|---|---|---|---|---|---|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
272,427
shares
|
$4.99 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
272,049
shares
|
$4.98 Million
0.07% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
255,143
shares
|
$4.67 Million
1.95% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
249,228
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
248,682
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
244,378
shares
|
$4.47 Million
1.72% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
242,303
shares
|
$4.43 Million
0.13% of portfolio
|
Q3 2025
Reduced 36.28%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
237,775
shares
|
$4.35 Million
3.57% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
236,910
shares
|
$4.34 Million
0.66% of portfolio
|
Q3 2025
Added 24.05%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
235,450
shares
|
$4.31 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
235,165
shares
|
$4.3 Million
1.34% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
224,017
shares
|
$4.1 Million
0.07% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
216,057
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214,989
shares
|
$3.93 Million
0.15% of portfolio
|
Q2 2020
Reduced 2.65%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
210,395
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
208,819
shares
|
$3.82 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
201,355
shares
|
$3.68 Million
0.18% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
200,435
shares
|
$3.67 Million
1.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
197,685
shares
|
$3.62 Million
0.4% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
190,895
shares
|
$3.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
189,707
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
186,939
shares
|
$3.42 Million
0.34% of portfolio
|
Q3 2023
Added 9.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
186,551
shares
|
$3.41 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
181,538
shares
|
$3.32 Million
0.12% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
180,989
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2025
Added 2.34%
|
|