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

First Trust Preferred Securities and Income ETF logo
$17.24 +0.08 (+0.47%)
As of 04/17/2025 04:10 PM Eastern
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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)
297
Total
Institutional Inflows
(last 12 months)
$799.70M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$212.80M
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FPE Institutional Buying and Selling by Quarter

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
4/18/2025Insigneo Advisory Services LLC10,027$176K0.0%-7.1%0.003%
4/17/2025Robertson Stephens Wealth Management LLC247,094$4.35M0.1%-37.8%0.075%
4/17/2025Janney Montgomery Scott LLC1,382,097$24.31M0.1%-15.2%0.420%
4/17/2025RiverTree Advisors LLC55,980$985K0.7%+8.2%0.017%
4/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH53,862$947K0.2%N/A0.016%
4/17/2025ORBA Wealth Advisors L.L.C.419,956$7.39M3.7%+4.8%0.128%
4/17/2025Cornell Pochily Investment Advisors Inc.37,914$667K0.2%-5.6%0.012%
4/17/2025Sound Income Strategies LLC304,139$5.35M0.3%+0.2%0.092%
4/17/2025Dynamic Advisor Solutions LLC86,999$1.53M0.1%+1.2%0.026%
4/17/2025Tcfg Wealth Management LLC33,301$586K0.3%+8.6%0.010%
4/16/2025 Everpar Advisors LLC12,801$225K0.1%-13.6%0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC561,213$9.87M0.0%-11.8%0.170%
4/16/2025 Twin Peaks Wealth Advisors LLC297,345$5.10M2.3%-6.3%0.090%
4/16/2025 Seros Financial LLC428,480$7.54M5.6%+6.8%0.130%
4/16/2025 Ballew Advisors Inc29,550$502K0.3%+9.2%0.009%
4/16/2025 McElhenny Sheffield Capital Management LLC14,385$253K0.1%N/A0.004%
4/15/2025 Transform Wealth LLC850,386$14.96M0.9%+1.6%0.258%
4/15/2025 Mainsail Financial Group LLC121,756$2.14M1.2%+3.9%0.037%
4/15/2025 Traction Financial Partners LLC252,813$4.45M3.5%-4.4%0.077%
4/15/2025 Columbia Advisory Partners LLC29,125$512K0.4%+47.0%0.009%
4/15/2025 Integrated Advisors Network LLC49,576$872K0.0%-22.9%0.015%
4/15/2025 Walker Asset Management LLC129,235$2.27M1.4%-0.8%0.039%
4/15/2025 Wealthcare Advisory Partners LLC13,508$238K0.0%+11.8%0.004%
4/14/2025 PFS Partners LLC362,966$6.39M3.4%+1.5%0.110%
4/14/2025 Farther Finance Advisors LLC11,603$204K0.0%+34.3%0.004%
4/14/2025 City Holding Co.148,902$2.62M0.4%-1.0%0.045%
4/14/2025 Toth Financial Advisory Corp170,070$2.99M0.4%+2.8%0.052%
4/14/2025 Capital Investment Advisors LLC19,837$349K0.0%+11.5%0.006%
4/14/2025 Meridian Financial Partners LLC49,392$869K0.4%+17.9%0.015%
4/14/2025 SOA Wealth Advisors LLC.52,474$923K0.1%N/A0.016%
4/14/2025 City Center Advisors LLC12,114$213K0.2%-6.3%0.004%
4/14/2025 Miracle Mile Advisors LLC50,102$881K0.0%-3.0%0.015%
4/14/2025 Kraematon Investment Advisors Inc.48,933$861K0.9%+2.3%0.015%
4/14/2025 Patriot Financial Group Insurance Agency LLC63,711$1.12M0.2%+3.0%0.019%
4/11/2025 Prospect Financial Services LLC48,601$855K0.5%-3.5%0.015%
4/11/2025 Magnus Financial Group LLC1,525,910$26.84M2.6%+2.9%0.463%
4/11/2025 Affinity Wealth Management LLC1,414,853$24.89M4.6%+2.9%0.430%
4/11/2025 Hudson Capital Management LLC15,676$276K0.1%+11.2%0.005%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,465$96K0.0%+42.0%0.002%
4/10/2025 Lake Street Private Wealth LLC179,969$3.17M0.5%+10.5%0.055%
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4/10/2025 Beacon Financial Group93,134$1.64M0.2%-11.0%0.028%
4/10/2025 Matrix Trust Co92,822$1.63M0.3%+37.0%0.028%
4/10/2025 Secure Asset Management LLC32,786$577K0.1%+17.6%0.010%
4/10/2025 Key Client Fiduciary Advisors LLC10,813$190K0.1%N/A0.003%
4/10/2025 Accel Wealth Management49,617$873K0.3%-6.2%0.015%
4/10/2025 TrueWealth Advisors LLC59,401$1.05M0.3%+17.1%0.018%
4/9/2025 RFG Advisory LLC166,160$2.92M0.1%+1.8%0.050%
4/9/2025 Elevation Wealth Partners LLC7,341$129K0.1%N/A0.002%
4/9/2025 Flagstar Advisors Inc.312,701$5.50M1.4%-0.9%0.095%
4/9/2025 Gradient Investments LLC402,551$7.08M0.1%+7.2%0.122%
4/9/2025 Shulman DeMeo Asset Management LLC21,849$384K0.1%N/A0.007%
4/9/2025 Quad Cities Investment Group LLC465,534$8.19M4.0%+7.2%0.141%
4/9/2025 NBC Securities Inc.100,123$1.76M0.2%+106,413.8%0.030%
4/8/2025 Marion Wealth Management336,945$5.93M1.6%+3.9%0.102%
4/8/2025 Parallel Advisors LLC87,614$1.54M0.0%+8.6%0.027%
4/7/2025 Howard Financial Services LTD.461,801$8.12M1.1%-12.1%0.140%
4/3/2025 First Hawaiian Bank43,145$759K0.0%+48.3%0.013%
4/2/2025 Park National Corp OH2,529,670$44.50M1.6%-6.8%0.768%
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%
3/12/2025Centaurus Financial Inc.19,017$337K0.0%+49.9%0.006%
3/10/2025Mattson Financial Services LLC3,753$68K0.0%+42.5%0.001%
2/25/2025Shufro Rose & Co. LLC13,200$234K0.0%-27.5%0.004%
2/24/2025United Advisor Group LLC162,771$2.88M0.6%+17.4%0.053%
2/21/2025Vermillion Wealth Management Inc.24,752$438K0.2%N/A0.008%
2/18/2025Helium Advisors LLC15,145$268K0.2%N/A0.005%
2/18/2025Investmark Advisory Group LLC16,619$294K0.1%+14.1%0.005%
2/18/2025Focus Partners Advisor Solutions LLC53,742$951K0.0%+7.1%0.018%
2/18/2025First Heartland Consultants Inc.33,621$595K0.1%-16.3%0.011%
2/18/2025Kinloch Capital LLC424,027$7.51M3.8%+24.3%0.139%
2/17/2025Waverly Advisors LLC665,498$11.78M0.2%+1.2%0.217%
2/17/2025Visionary Wealth Advisors35,431$627K0.0%N/A0.012%
2/17/2025Snowden Capital Advisors LLC139,349$2.47M0.1%+10.0%0.046%
2/17/2025Royal Bank of Canada16,800,881$297.38M0.1%+1.7%5.489%
2/17/2025Focus Partners Wealth361,255$6.39M0.0%-2.7%0.118%
2/17/2025Fullcircle Wealth LLC97,093$1.73M0.7%+3.6%0.032%
2/17/2025Dunhill Financial LLC24,137$427K0.2%+8.5%0.008%
2/17/2025Cresset Asset Management LLC15,751$279K0.0%-37.1%0.005%
2/17/2025Captrust Financial Advisors173,567$3.07M0.0%-3.9%0.057%
2/17/2025Cary Street Partners Financial LLC32,519$576K0.0%N/A0.011%
2/17/2025Baird Financial Group Inc.1,649,670$29.20M0.1%+1.5%0.539%
2/17/2025Bank of America Corp DE7,093,224$125.55M0.0%+104.3%2.318%
2/17/2025Benjamin Edwards Inc.134,628$2.38M0.0%+12.2%0.044%
2/17/2025Ameriprise Financial Inc.2,448,070$43.33M0.0%+79.0%0.800%
2/14/2025Mercer Global Advisors Inc. ADV16,680$295K0.0%N/A0.005%
2/14/2025FAS Wealth Partners Inc.77,204$1.37M0.1%-4.9%0.025%
2/14/2025Jane Street Group LLC171,877$3.04M0.0%-15.8%0.056%
2/14/2025Triumph Capital Management326,774$5.78M2.0%+1.6%0.107%
2/14/2025Comerica Bank490,716$8.69M0.0%+12.1%0.160%
2/14/2025Owen LaRue LLC12,122$215K0.1%-11.9%0.004%
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2/14/2025Beacon Pointe Advisors LLC82,747$1.47M0.0%-7.8%0.027%
2/14/2025Berger Financial Group Inc48,679$862K0.1%-5.5%0.016%
2/14/2025Prosperity Consulting Group LLC160,016$2.83M0.2%+59.3%0.052%
2/14/2025Topsail Wealth Management LLC21,721$384K0.1%N/A0.007%
2/14/2025MGO One Seven LLC373,428$6.61M0.3%-2.7%0.122%
2/14/2025Harvest Investment Services LLC90,579$1.60M0.4%+30.1%0.030%
2/14/2025Stifel Financial Corp2,086,331$36.93M0.0%+1.4%0.682%
2/14/2025OneDigital Investment Advisors LLC125,540$2.22M0.0%+6.0%0.041%
2/14/2025State of Tennessee Department of Treasury479,242$8.48M0.0%N/A0.157%
2/14/2025Transce3nd LLC1,782$32K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

FPE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPE shares?

During the previous two years, 484 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 408 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 ($5.36M), 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 82,400,245 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

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

Of the 302 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 ($5.50M), 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 ($1.41M), 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 39,942,025 shares in the last 24 months. This volume of shares sold represents approximately $668.14M in transactions.


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This page (NYSEARCA:FPE) was last updated on 4/18/2025 by MarketBeat.com Staff
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