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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
177,219
shares
|
$3.24 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
175,633
shares
|
$3.21 Million
0.46% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
172,446
shares
|
$3.16 Million
1.27% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
168,753
shares
|
$3.09 Million
0.27% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Stonebridge Advisors LLC
Wilton, CT |
Nov 04, 2025 Q3 2025 |
167,729
shares
|
$3.07 Million
2.12% of portfolio
|
Q3 2025
Reduced 84.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
167,525
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
164,212
shares
|
$3.01 Million
1.1% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
163,839
shares
|
$3 Million
1.01% of portfolio
|
Q1 2023
Added 19.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
163,042
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Added 428.6%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
161,244
shares
|
$2.95 Million
0.2% of portfolio
|
Q3 2025
Added 1085.01%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
159,989
shares
|
$2.93 Million
0.65% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
157,272
shares
|
$2.88 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
157,204
shares
|
$2.88 Million
0.04% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
156,847
shares
|
$2.87 Million
1.13% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
156,267
shares
|
$2.86 Million
1.95% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
156,168
shares
|
$2.86 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
155,283
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
154,859
shares
|
$2.83 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
153,053
shares
|
$2.8 Million
0.7% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
152,451
shares
|
$2.79 Million
1.59% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
151,124
shares
|
$2.77 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
150,934
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
150,771
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
150,402
shares
|
$2.75 Million
0.36% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
147,465
shares
|
$2.7 Million
0.37% of portfolio
|
Q3 2025
Added 6.4%
|
|