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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
98,568
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
98,148
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
95,841
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
95,332
shares
|
$1.74 Million
0.84% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
93,523
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
92,582
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
91,967
shares
|
$1.68 Million
0.28% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
91,893
shares
|
$1.68 Million
0.4% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
91,026
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
88,162
shares
|
$1.61 Million
0.54% of portfolio
|
Q3 2025
Reduced 48.92%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
87,257
shares
|
$1.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
86,611
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
83,999
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
82,444
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
82,019
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
80,763
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2022
Reduced 28.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
78,726
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
78,406
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
77,870
shares
|
$1.43 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
75,873
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
74,792
shares
|
$1.37 Million
0.35% of portfolio
|
Q1 2023
Reduced 15.81%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
73,010
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
70,133
shares
|
$1.28 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
70,012
shares
|
$1.28 Million
0.92% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
69,869
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|