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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
68,160
shares
|
$1.25 Million
0.72% of portfolio
|
Q2 2024
Reduced 36.82%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
67,673
shares
|
$1.24 Million
1.89% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
66,125
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 71.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
65,172
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 52.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
62,790
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
60,557
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2023
Added 53.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
59,295
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 44.24%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
58,830
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
58,237
shares
|
$1.07 Million
1.61% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
57,867
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.04%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
57,241
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
56,408
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
55,979
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
55,973
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 98.48%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
55,973
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
55,803
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
54,795
shares
|
$1 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
54,305
shares
|
$993,781
0.89% of portfolio
|
Q3 2025
Added 22.27%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
54,172
shares
|
$991,347
0.32% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
53,862
shares
|
$985,674
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
53,759
shares
|
$983,789
0.81% of portfolio
|
Q3 2025
Added 69.43%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
52,659
shares
|
$963,659
0.06% of portfolio
|
Q3 2025
Added 239.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
51,923
shares
|
$950,190
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
51,919
shares
|
$950,117
0.27% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
51,885
shares
|
$949,495
0.56% of portfolio
|
Q3 2025
Added 5.84%
|
|