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

First Trust Preferred Securities and Income ETF logo
$17.72 +0.07 (+0.40%)
(As of 12/20/2024 04:33 PM ET)
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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)
235
Total
Institutional Inflows
(last 12 months)
$488.19M
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$299.68M
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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
11/25/2024 Synovus Financial Corp86,405$1.56M0.0%+9.1%0.028%
11/25/2024 Pine Valley Investments Ltd Liability Co69,676$1.26M0.1%N/A0.023%
11/21/2024 Tudor Financial Inc.22,498$407K0.3%N/A0.007%
11/18/2024 Soltis Investment Advisors LLC33,558$607K0.1%+9.0%0.011%
11/18/2024 Arete Wealth Advisors LLC10,964$198K0.0%-11.1%0.004%
11/18/2024 Asset Allocation Strategies LLC116,129$2.10M0.6%+1.1%0.038%
11/15/2024 Barclays PLC709,300$12.84M0.0%N/A0.232%
11/15/2024 MML Investors Services LLC711,552$12.88M0.0%+2.7%0.232%
11/15/2024 Dunhill Financial LLC22,237$402K0.2%-29.1%0.007%
11/15/2024 Orion Portfolio Solutions LLC16,470$298K0.0%+5.3%0.005%
11/15/2024 Jane Street Group LLC204,041$3.69M0.0%-20.6%0.067%
11/15/2024 Stifel Financial Corp2,056,722$37.23M0.0%+19.9%0.672%
11/15/2024 Investmark Advisory Group LLC14,564$264K0.1%N/A0.005%
11/15/2024 HighTower Advisors LLC2,750,301$49.78M0.1%+5.0%0.899%
11/15/2024 Benjamin Edwards Inc.120,011$2.17M0.0%N/A0.039%
11/14/2024 Ironwood Investment Counsel LLC270,758$4.90M0.8%+11.8%0.088%
11/14/2024 TRUE Private Wealth Advisors20,936$379K0.0%+10.6%0.007%
11/14/2024 Captrust Financial Advisors180,616$3.27M0.0%-9.6%0.059%
11/14/2024 Icon Wealth Advisors LLC162,868$2.95M0.2%-3.5%0.053%
11/14/2024 Rockefeller Capital Management L.P.1,840,066$33.29M0.1%+1.2%0.601%
11/13/2024 D.A. Davidson & CO.232,971$4.22M0.0%+0.5%0.076%
11/13/2024 Bank of Montreal Can361,473$6.56M0.0%+47.0%0.118%
11/13/2024 Acorn Wealth Advisors LLC17,555$318K0.1%N/A0.006%
11/13/2024 Stonebridge Advisors LLC191,212$3.46M2.3%-16.3%0.062%
11/13/2024 Private Trust Co. NA93,925$1.70M0.2%-4.9%0.031%
11/12/2024 Centaurus Financial Inc.12,685$230K0.0%+11.3%0.004%
11/12/2024 MGB Wealth Management LLC27,000$490K0.2%N/A0.009%
11/12/2024 Kingsview Wealth Management LLC108,408$1.96M0.0%+9.1%0.035%
11/12/2024 Flagstar Advisors Inc.333,422$6.04M1.5%+2.3%0.109%
11/12/2024 Icon Wealth Advisors LLC59,132$1.07M0.0%-65.0%0.019%
11/12/2024 Citigroup Inc.677,037$12.25M0.0%+15.5%0.221%
11/12/2024 Darden Wealth Group Inc143,072$2.59M1.9%+7.8%0.047%
11/12/2024 Blackhawk Capital Partners LLC.145,091$2.63M1.4%+5.0%0.047%
11/9/2024 LPL Financial LLC11,876,712$214.97M0.1%+9.5%3.881%
11/9/2024 Trustmark National Bank Trust Department165,732$3M0.2%-14.5%0.054%
11/9/2024 Creekside Partners19,004$344K0.2%-6.7%0.006%
11/8/2024 Moors & Cabot Inc.92,580$1.68M0.1%+14.0%0.030%
11/7/2024 Prospera Financial Services Inc1,622,012$29.36M0.7%+15.7%0.530%
11/7/2024 Thrivent Financial for Lutherans14,838$269K0.0%+12.9%0.005%
11/7/2024 Claro Advisors LLC13,472$244K0.0%-53.1%0.004%
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11/6/2024 SRS Capital Advisors Inc.1,531,988$27.73M2.5%+4.1%0.501%
11/6/2024 Agilis Partners LLC200,235$3.62M1.1%+1.0%0.065%
11/6/2024 Archer Investment Corp263,222$4.76M1.3%-21.9%0.086%
11/6/2024 Traction Financial Partners LLC259,546$4.70M3.7%-6.8%0.085%
11/6/2024 ROI Financial Advisors LLC57,706$1.04M0.7%+4.8%0.019%
11/6/2024 Kovack Advisors Inc.167,930$3.04M0.3%-8.2%0.055%
11/6/2024 Oppenheimer & Co. Inc.397,410$7.19M0.1%-0.6%0.130%
11/5/2024 Moser Wealth Advisors LLC93,612$1.69M0.9%+1.5%0.031%
11/5/2024 Aptus Capital Advisors LLC25,095$454K0.0%-8.9%0.008%
11/5/2024 Prime Capital Investment Advisors LLC16,563$300K0.0%-29.6%0.005%
11/5/2024 Ashton Thomas Private Wealth LLC322,611$5.84M0.3%+3,428.1%0.105%
11/5/2024 Proactive Wealth Strategies LLC20,024$362K0.2%N/A0.007%
11/5/2024 Harbour Investments Inc.365,991$6.62M0.2%+0.6%0.120%
11/5/2024 Apollon Wealth Management LLC27,274$494K0.0%+14.0%0.009%
11/5/2024 Nations Financial Group Inc. IA ADV15,187$275K0.0%-6.4%0.005%
11/4/2024 Jaffetilchin Investment Partners LLC74,377$1.35M0.1%+13.3%0.024%
11/4/2024 Stockman Wealth Management Inc.32,443$587K0.1%-2.1%0.011%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.146,983$2.66M0.0%+5.7%0.048%
11/4/2024 Sigma Planning Corp360,186$6.52M0.2%+10.7%0.118%
11/1/2024 PFS Partners LLC351,221$6.36M3.6%+2.3%0.115%
11/1/2024 CWA Asset Management Group LLC19,890$360K0.0%N/A0.006%
11/1/2024 Quantum Private Wealth LLC49,667$899K0.3%-15.3%0.016%
10/31/2024 Trinity Legacy Partners LLC525,646$9.53M2.2%-45.9%0.172%
10/31/2024 Woodmont Investment Counsel LLC24,817$449K0.0%N/A0.008%
10/31/2024 Financial Enhancement Group LLC449,648$8.14M1.4%+20.3%0.147%
10/31/2024 Concurrent Investment Advisors LLC440,652$7.98M0.2%+3.7%0.144%
10/30/2024 Maia Wealth LLC41,133$740K0.2%N/A0.013%
10/30/2024 1834 Investment Advisors Co.33,580$608K0.1%-24.6%0.011%
10/30/2024 Avidian Wealth Enterprises LLC680,655$12.32M0.6%+0.8%0.222%
10/30/2024 United Advisor Group LLC138,615$2.51M0.6%+21.6%0.045%
10/29/2024 TrueWealth Advisors LLC48,678$881K0.3%+8.9%0.016%
10/29/2024 Glassy Mountain Advisors Inc.353,778$6.40M2.2%+3.1%0.116%
10/29/2024 Janney Montgomery Scott LLC1,631,819$29.54M0.1%-2.3%0.533%
10/29/2024 Clear Creek Financial Management LLC28,681$519K0.1%-4.0%0.009%
10/29/2024 Fullcircle Wealth LLC93,695$1.69M0.7%+23.4%0.031%
10/29/2024 Chicago Partners Investment Group LLC378,012$6.79M0.2%+3.0%0.124%
10/29/2024 Farther Finance Advisors LLC10,174$184K0.0%+5.8%0.003%
10/28/2024 Strategic Financial Partners Ltd.10,525$191K0.1%N/A0.003%
10/28/2024 Gladstone Institutional Advisory LLC321,265$5.82M0.3%-2.6%0.105%
10/28/2024 Stephens Inc. AR173,152$3.13M0.0%+7.0%0.057%
10/28/2024 Aspen Wealth Strategies LLC50,959$922K0.6%+1.2%0.017%
10/28/2024 US Bancorp DE152,581$2.76M0.0%-2.0%0.050%
10/28/2024 Measured Wealth Private Client Group LLC18,883$342K0.1%-57.5%0.006%
10/25/2024 SteelPeak Wealth LLC60,987$1.10M0.0%+7.3%0.020%
10/25/2024 Twin Peaks Wealth Advisors LLC325,984$5.90M2.7%+2.8%0.107%
10/25/2024 Lodestar Private Asset Management LLC18,854$341K0.0%+17.9%0.006%
10/25/2024 Valmark Advisers Inc.266,534$4.82M0.1%+1.9%0.087%
10/25/2024 Strategic Blueprint LLC48,766$883K0.1%+5.8%0.016%
10/25/2024 Integrated Advisors Network LLC63,828$1.16M0.1%-4.6%0.021%
10/24/2024 Patriot Financial Group Insurance Agency LLC63,194$1.14M0.2%-2.9%0.021%
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Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
10/24/2024 Custom Index Systems LLC41,889$758K0.4%N/A0.014%
10/24/2024 OMNI 360 Wealth Inc.23,159$419K0.3%-6.1%0.008%
10/24/2024 Park Edge Advisors LLC18,344$332K0.1%-14.0%0.006%
10/24/2024 Wealth Enhancement Advisory Services LLC559,805$10.13M0.0%+5.4%0.183%
10/24/2024 Arkadios Wealth Advisors24,432$442K0.0%+111.0%0.008%
10/23/2024 Mirae Asset Global Investments Co. Ltd.67,000$1.22M0.0%+141.9%0.022%
10/23/2024 Allworth Financial LP204,960$3.71M0.0%-0.3%0.067%
10/23/2024 Merkkuri Wealth Advisors LLC16,071$291K0.2%+28.7%0.005%
10/23/2024 Walker Asset Management LLC118,235$2.14M1.3%-10.3%0.039%
10/23/2024 American Institute for Advanced Investment Management LLP15,425$279K0.2%N/A0.005%
(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, 465 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 ($321.23M), International Assets Investment Management LLC ($279.53M), LPL Financial LLC ($214.97M), Wells Fargo & Company MN ($178.58M), UBS Group AG ($165.10M), and Bank of America Corp DE ($119.21M).Learn more on FPE's institutional investors.

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

Of the 371 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: Stonebridge Advisors LLC ($3.69M), State of Tennessee Treasury Department ($3.34M), International Assets Investment Management LLC ($3.26M), LPL Financial LLC ($3.24M), OLD Mission Capital LLC ($2.83M), HighTower Advisors LLC ($2.71M), and Janney Montgomery Scott LLC ($1.79M).

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

Institutional investors have bought a total of 59,732,868 shares in the last 24 months. This purchase volume represents approximately $995.35M in transactions.

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

Of the 313 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 ($5.74M), Miracle Mile Advisors LLC ($2.72M), Raymond James Financial Services Advisors Inc. ($2.32M), Stonebridge Advisors LLC ($2.22M), Northwestern Mutual Wealth Management Co. ($2.10M), UBS Group AG ($2.10M), and Flaharty Asset Management LLC ($1.91M).

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

Institutional investors have sold a total of 49,043,207 shares in the last 24 months. This volume of shares sold represents approximately $816.51M in transactions.


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This page (NYSEARCA:FPE) was last updated on 12/21/2024 by MarketBeat.com Staff
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