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First Trust Preferred Securities and Income ETF (FPE) Institutional Ownership

First Trust Preferred Securities and Income ETF logo
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Institutional Ownership Changes (13F Filings) for First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Number of
Institutional Buyers
(last 12 months)
290
Total
Institutional Inflows
(last 12 months)
$793.03M
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$263.93M
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FPE Institutional Buying and Selling by Quarter

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First Trust Preferred Securities and Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC148,499$2.63M0.8%+5.5%0.045%
3/17/2025 Wealth Enhancement Advisory Services LLC636,290$11.26M0.0%+13.7%0.193%
3/12/2025 Centaurus Financial Inc.19,017$337K0.0%+49.9%0.006%
3/10/2025 Mattson Financial Services LLC3,753$68K0.0%+42.5%0.001%
2/25/2025 Shufro Rose & Co. LLC13,200$234K0.0%-27.5%0.004%
2/24/2025 United Advisor Group LLC162,771$2.88M0.6%+17.4%0.053%
2/21/2025 Vermillion Wealth Management Inc.24,752$438K0.2%N/A0.008%
2/18/2025 Helium Advisors LLC15,145$268K0.2%N/A0.005%
2/18/2025 Investmark Advisory Group LLC16,619$294K0.1%+14.1%0.005%
2/18/2025 Focus Partners Advisor Solutions LLC53,742$951K0.0%+7.1%0.018%
2/18/2025 First Heartland Consultants Inc.33,621$595K0.1%-16.3%0.011%
2/18/2025 Kinloch Capital LLC424,027$7.51M3.8%+24.3%0.139%
2/17/2025 Waverly Advisors LLC665,498$11.78M0.2%+1.2%0.217%
2/17/2025 Visionary Wealth Advisors35,431$627K0.0%N/A0.012%
2/17/2025 Snowden Capital Advisors LLC139,349$2.47M0.1%+10.0%0.046%
2/17/2025 Royal Bank of Canada16,800,881$297.38M0.1%+1.7%5.489%
2/17/2025 Focus Partners Wealth361,255$6.39M0.0%-2.7%0.118%
2/17/2025 Fullcircle Wealth LLC97,093$1.73M0.7%+3.6%0.032%
2/17/2025 Dunhill Financial LLC24,137$427K0.2%+8.5%0.008%
2/17/2025 Cresset Asset Management LLC15,751$279K0.0%-37.1%0.005%
2/17/2025 Captrust Financial Advisors173,567$3.07M0.0%-3.9%0.057%
2/17/2025 Cary Street Partners Financial LLC32,519$576K0.0%N/A0.011%
2/17/2025 Baird Financial Group Inc.1,649,670$29.20M0.1%+1.5%0.539%
2/17/2025 Bank of America Corp DE7,093,224$125.55M0.0%+104.3%2.318%
2/17/2025 Benjamin Edwards Inc.134,628$2.38M0.0%+12.2%0.044%
2/17/2025 Ameriprise Financial Inc.2,448,070$43.33M0.0%+79.0%0.800%
2/14/2025 Mercer Global Advisors Inc. ADV16,680$295K0.0%N/A0.005%
2/14/2025 FAS Wealth Partners Inc.77,204$1.37M0.1%-4.9%0.025%
2/14/2025 Jane Street Group LLC171,877$3.04M0.0%-15.8%0.056%
2/14/2025 Triumph Capital Management326,774$5.78M2.0%+1.6%0.107%
2/14/2025 Comerica Bank490,716$8.69M0.0%+12.1%0.160%
2/14/2025 Owen LaRue LLC12,122$215K0.1%-11.9%0.004%
2/14/2025 Beacon Pointe Advisors LLC82,747$1.47M0.0%-7.8%0.027%
2/14/2025 Berger Financial Group Inc48,679$862K0.1%-5.5%0.016%
2/14/2025 Prosperity Consulting Group LLC160,016$2.83M0.2%+59.3%0.052%
2/14/2025 Topsail Wealth Management LLC21,721$384K0.1%N/A0.007%
2/14/2025 MGO One Seven LLC373,428$6.61M0.3%-2.7%0.122%
2/14/2025 Harvest Investment Services LLC90,579$1.60M0.4%+30.1%0.030%
2/14/2025 Stifel Financial Corp2,086,331$36.93M0.0%+1.4%0.682%
2/14/2025 OneDigital Investment Advisors LLC125,540$2.22M0.0%+6.0%0.041%
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2/14/2025 State of Tennessee Department of Treasury479,242$8.48M0.0%N/A0.157%
2/14/2025 Transce3nd LLC1,782$32K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC783,855$13.87M0.0%+10.2%0.256%
2/14/2025 First Trust Advisors LP148,837$2.63M0.0%+69.1%0.049%
2/14/2025 GeoWealth Management LLC11,180$198K0.0%-96.9%0.004%
2/13/2025 Garden State Investment Advisory Services LLC26,141$463K0.1%N/A0.009%
2/13/2025 NewEdge Advisors LLC336,302$5.95M0.0%+43.4%0.110%
2/13/2025 Insigneo Advisory Services LLC10,796$191K0.0%-17.9%0.004%
2/13/2025 Integrity Wealth Advisors Inc.1,253,288$22.18M16.2%N/A0.409%
2/13/2025 CreativeOne Wealth LLC23,822$422K0.0%N/A0.008%
2/13/2025 Mariner LLC984,653$17.43M0.0%+92.9%0.322%
2/13/2025 Trustmark National Bank Trust Department145,688$2.58M0.2%-12.1%0.048%
2/13/2025 Synovus Financial Corp92,139$1.63M0.0%+6.6%0.030%
2/13/2025 Summit Investment Advisors Inc.510,822$9.04M8.1%+7.3%0.167%
2/13/2025 Rockefeller Capital Management L.P.1,832,157$32.42M0.1%-0.4%0.599%
2/13/2025 NFP Retirement Inc.727,448$12.88M1.0%+7.6%0.238%
2/13/2025 Glass Jacobson Investment Advisors llc344,840$6.10M2.0%+3.5%0.113%
2/13/2025 Jaffetilchin Investment Partners LLC66,251$1.17M0.1%-10.9%0.022%
2/13/2025 Summit Financial Wealth Advisors LLC84,725$1.50M0.3%+210.3%0.028%
2/13/2025 Advisory Services Network LLC213,103$3.77M0.1%+55.8%0.070%
2/13/2025 Bank of Montreal Can561,550$9.94M0.0%+55.4%0.183%
2/13/2025 Concentrum Wealth Management35,965$637K0.2%-34.3%0.012%
2/13/2025 Waterloo Capital L.P.14,246$252K0.0%-57.4%0.005%
2/13/2025 Darden Wealth Group Inc146,220$2.59M1.7%+2.2%0.048%
2/13/2025 Envestnet Asset Management Inc.2,152,252$38.10M0.0%+20.0%0.703%
2/13/2025 Perennial Investment Advisors LLC70,156$1.24M0.1%+9.1%0.023%
2/13/2025 Wells Fargo & Company MN13,744,821$243.28M0.1%+7.9%4.491%
2/12/2025 Stonebridge Advisors LLC2,289,907$40.53M27.0%+1,097.6%0.748%
2/12/2025 Private Portfolio Partners LLC38,571$683K0.1%+11.3%0.013%
2/12/2025 Lokken Investment Group LLC318,743$5.64M2.4%+1.0%0.104%
2/12/2025 OLD Mission Capital LLC45,061$798K0.0%N/A0.015%
2/12/2025 National Bank of Canada FI4,186$74K0.0%+55.8%0.001%
2/12/2025 Family Legacy Inc.292,141$5.17M1.8%+3.9%0.095%
2/12/2025 Summit Financial LLC78,066$1.38M0.0%-7.4%0.026%
2/12/2025 FSB Premier Wealth Management Inc.17,831$316K0.1%-19.1%0.006%
2/12/2025 Level Four Advisory Services LLC33,172$587K0.0%+2.5%0.011%
2/12/2025 JPMorgan Chase & Co.1,169,879$20.71M0.0%+18.2%0.382%
2/12/2025 Ausdal Financial Partners Inc.44,138$781K0.1%+13.2%0.014%
2/12/2025 Morey & Quinn Wealth Partners LLC22,857$405K0.3%N/A0.007%
2/12/2025 Baxter Bros Inc.18,477$327K0.0%N/A0.006%
2/11/2025 Woodmont Investment Counsel LLC32,658$578K0.0%+31.6%0.011%
2/11/2025 LPL Financial LLC13,028,056$230.60M0.1%+9.7%4.257%
2/10/2025 Thrivent Financial for Lutherans18,029$325K0.0%+21.5%0.006%
2/10/2025 Aspen Wealth Strategies LLC64,312$1.14M0.7%+26.2%0.021%
2/10/2025 Cozad Asset Management Inc.11,755$208K0.0%+14.1%0.004%
2/10/2025 Parallel Advisors LLC80,656$1.43M0.0%-7.7%0.026%
2/10/2025 Altus Wealth Group LLC43,517$770K0.3%-21.9%0.014%
2/10/2025 Gallacher Capital Management LLC76,257$1.35M0.7%-12.1%0.025%
2/10/2025 Eldridge Investment Advisors Inc.565,413$10.01M2.3%-0.3%0.185%
2/10/2025 Harbour Investments Inc.356,722$6.31M0.2%-2.5%0.117%
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2/10/2025 Envestnet Portfolio Solutions Inc.301,987$5.35M0.0%+87.7%0.099%
2/10/2025 Diversified Enterprises LLC15,993$283K0.0%-12.3%0.005%
2/10/2025 First Financial Group Corp28,035$496K0.5%N/A0.009%
2/10/2025 Kestra Advisory Services LLC2,476,663$43.84M0.2%+8.7%0.809%
2/10/2025 Ironwood Investment Counsel LLC200,788$3.55M0.6%-25.8%0.066%
2/10/2025 Northwest Wealth Management LLC51,000$903K0.2%+12.2%0.017%
2/10/2025 Commonwealth Equity Services LLC1,448,359$25.64M0.0%+9.3%0.473%
2/10/2025 1776 Wealth LLC18,250$323K0.1%-3.8%0.006%
2/10/2025 Avantax Advisory Services Inc.264,275$4.68M0.0%-18.4%0.086%
2/10/2025 Farther Finance Advisors LLC8,639$153K0.0%-15.1%0.003%
(Data available from 1/1/2016 forward)

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FPE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPE shares?

During the previous two years, 482 institutional investors and hedge funds held shares of First Trust Preferred Securities and Income ETF. The most heavily invested institutionals were Morgan Stanley ($821.32M), Royal Bank of Canada ($297.38M), Wells Fargo & Company MN ($243.28M), LPL Financial LLC ($230.60M), UBS Group AG ($165.10M), Raymond James Financial Inc. ($151.64M), and Bank of America Corp DE ($125.55M).Learn more on FPE's institutional investors.

Which institutional investors have been buying First Trust Preferred Securities and Income ETF stock?

Of the 403 institutional investors that purchased First Trust Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($8.57M), Stonebridge Advisors LLC ($5.79M), LPL Financial LLC ($4.22M), Bank of America Corp DE ($3.62M), State of Tennessee Treasury Department ($3.34M), International Assets Investment Management LLC ($3.16M), and OLD Mission Capital LLC ($2.87M).

How much institutional buying is happening at First Trust Preferred Securities and Income ETF?

Institutional investors have bought a total of 84,039,580 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Which First Trust Preferred Securities and Income ETF major shareholders have been selling company stock?

Of the 303 institutional investors that sold First Trust Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($5.42M), International Assets Investment Management LLC ($3.18M), Stonebridge Advisors LLC ($2.22M), Miracle Mile Advisors LLC ($2.07M), Berger Financial Group Inc ($1.48M), Park National Corp OH ($1.33M), and Northwestern Mutual Wealth Management Co. ($1.22M).

How much institutional selling is happening at First Trust Preferred Securities and Income ETF?

Institutional investors have sold a total of 39,607,132 shares in the last 24 months. This volume of shares sold represents approximately $661.50M in transactions.


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This page (NYSEARCA:FPE) was last updated on 3/28/2025 by MarketBeat.com Staff
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