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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
117,503
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
117,234
shares
|
$2.08 Million
1.2% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
116,386
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 72.02%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
116,129
shares
|
$2.06 Million
0.6% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
115,175
shares
|
$2.05 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110,639
shares
|
$1.97 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
|
$1.95 Million
0.03% of portfolio
|
Q2 2022
Added 0.2%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
108,525
shares
|
$1.93 Million
0.82% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
104,617
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
100,427
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
95,184
shares
|
$1.69 Million
0.89% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
93,941
shares
|
$1.67 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
93,925
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
93,695
shares
|
$1.66 Million
0.76% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
92,580
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
89,792
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
88,037
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 263.74%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
87,398
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
86,721
shares
|
$1.54 Million
0.72% of portfolio
|
Q3 2024
Reduced 31.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
86,405
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
86,233
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
Reduced 94.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
85,983
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
85,844
shares
|
$1.53 Million
0.43% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
84,296
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 58.18%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
81,191
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.39%
|