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 484 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 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 |
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
129,235
shares
|
$2.24 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
128,442
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
125,540
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
125,234
shares
|
$2.17 Million
26.59% of portfolio
|
Q3 2022
Added 11.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
122,394
shares
|
$2.12 Million
0.32% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
121,756
shares
|
$2.11 Million
1.21% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
117,503
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
116,129
shares
|
$2.02 Million
0.6% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
115,175
shares
|
$2 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110,639
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Added 38.71%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
109,552
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
108,525
shares
|
$1.88 Million
0.82% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100,123
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Added 106413.83%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
98,854
shares
|
$1.72 Million
0.09% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
97,093
shares
|
$1.69 Million
0.71% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
96,200
shares
|
$1.67 Million
0.32% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
95,257
shares
|
$1.65 Million
0.9% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
93,134
shares
|
$1.62 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
92,822
shares
|
$1.61 Million
0.28% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
92,139
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
90,761
shares
|
$1.58 Million
0.46% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
90,579
shares
|
$1.57 Million
0.42% of portfolio
|
Q4 2024
Added 30.1%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
89,212
shares
|
$1.55 Million
0.36% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
87,614
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
86,999
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 1.18%
|