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

First Trust Preferred Securities and Income ETF logo
$17.76 +0.02 (+0.11%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
239
Total
Institutional Inflows
(last 12 months)
$502.32M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$304.77M
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FPE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Secure Asset Management LLC27,884$494K0.1%+5.6%0.009%
1/17/2025 Seros Financial LLC401,017$6.96M6.3%N/A0.131%
1/17/2025 Raleigh Capital Management Inc.1,681$30K0.0%+96.6%0.001%
1/17/2025 Independent Wealth Network Inc.108,525$1.92M0.8%+0.5%0.035%
1/17/2025 Hudson Capital Management LLC14,097$250K0.1%-11.1%0.005%
1/17/2025 Janney Montgomery Scott LLC1,629,200$28.84M0.1%-0.2%0.532%
1/17/2025 Magnus Financial Group LLC1,482,254$26.24M2.5%+4.0%0.484%
1/17/2025 Daymark Wealth Partners LLC16,865$299K0.0%-22.2%0.006%
1/17/2025 Advisory Alpha LLC657,658$11.64M0.4%N/A0.215%
1/17/2025 Atomi Financial Group Inc.13,121$232K0.0%N/A0.004%
1/17/2025 Transform Wealth LLC836,838$14.81M0.8%+10.4%0.273%
1/16/2025 Ballentine Partners LLC11,080$196K0.0%N/A0.004%
1/16/2025 Tudor Financial Inc.23,919$423K0.2%+6.3%0.008%
1/16/2025 UMB Bank n.a.3,395$60K0.0%-50.9%0.001%
1/16/2025 Diversify Wealth Management LLC12,328$217K0.0%N/A0.004%
1/16/2025 City Holding Co.150,402$2.66M0.4%-5.7%0.049%
1/16/2025 RiverTree Advisors LLC51,738$916K0.6%N/A0.017%
1/15/2025 Choice Wealth Advisors LLC23,250$412K0.2%-92.3%0.008%
1/15/2025 Ballew Advisors Inc27,050$474K0.3%N/A0.009%
1/15/2025 Ameritas Advisory Services LLC58,851$1.04M0.0%-17.1%0.019%
1/15/2025 HB Wealth Management LLC26,744$473K0.0%N/A0.009%
1/15/2025 Gill Capital Partners LLC186,334$3.30M1.2%-4.4%0.061%
1/15/2025 Howard Financial Services LTD.525,576$9.30M1.3%+18.6%0.172%
1/15/2025 Arkadios Wealth Advisors18,125$321K0.0%-25.8%0.006%
1/15/2025 Lake Street Private Wealth LLC162,836$2.88M0.5%+3.3%0.053%
1/15/2025 TrueWealth Advisors LLC50,728$898K0.3%+4.2%0.017%
1/15/2025 Walker Asset Management LLC130,235$2.31M1.4%+10.1%0.043%
1/15/2025 Wealthcare Advisory Partners LLC12,078$214K0.0%-41.6%0.004%
1/15/2025 Kraematon Investment Advisors Inc.47,833$847K0.8%+34.2%0.016%
1/15/2025 Certified Advisory Corp12,111$214K0.0%-7.3%0.004%
1/14/2025 HCR Wealth Advisors851,180$15.07M1.9%-3.5%0.278%
1/14/2025 Meridian Financial Partners LLC41,910$742K0.4%N/A0.014%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.3,849$68K0.0%+435.3%0.001%
1/14/2025 Park Avenue Securities LLC252,236$4.47M0.0%+56.5%0.082%
1/14/2025 SeaCrest Wealth Management LLC25,863$458K0.0%+33.9%0.008%
1/14/2025 Quad Cities Investment Group LLC434,388$7.69M3.8%+0.8%0.142%
1/14/2025 Mendota Financial Group LLC7,301$129K0.1%-30.3%0.002%
1/13/2025 Columbia Advisory Partners LLC19,813$351K0.3%+66.4%0.006%
1/13/2025 AdvisorNet Financial Inc5,720$101K0.0%-12.7%0.002%
1/13/2025 Marion Wealth Management324,214$5.74M1.5%+4.0%0.106%
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1/13/2025 Miracle Mile Advisors LLC51,638$914K0.0%-11.5%0.017%
1/13/2025 Ehrlich Financial Group10,253$181K0.1%N/A0.003%
1/13/2025 Cooper Financial Group45,439$804K0.1%-11.0%0.015%
1/13/2025 Brookstone Capital Management132,761$2.35M0.0%+11.4%0.043%
1/13/2025 Boyce & Associates Wealth Consulting Inc.25,473$451K0.5%+52.2%0.008%
1/13/2025 City Center Advisors LLC12,926$229K0.3%+8.4%0.004%
1/13/2025 Matrix Trust Co67,774$1.20M0.2%+609.2%0.022%
1/10/2025 Wealth Enhancement Advisory Services LLC605,588$10.96M0.0%+8.2%0.198%
1/10/2025 ORG Partners LLC2,651$47K0.0%+1,655.6%0.001%
1/8/2025 Private Client Services LLC180,764$3.20M1.7%+2.7%0.059%
1/8/2025 International Assets Investment Management LLC86,233$1.53M0.1%-94.4%0.028%
1/8/2025 Park National Corp OH2,713,574$48.03M1.8%-8.0%0.887%
1/7/2025 Bangor Savings Bank55,973$991K0.1%-4.8%0.018%
12/26/2024JPMorgan Chase & Co.989,613$17.91M0.0%+29.4%0.323%
11/25/2024Synovus Financial Corp86,405$1.56M0.0%+9.1%0.028%
11/25/2024Pine 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%
11/18/2024Soltis Investment Advisors LLC33,558$607K0.1%+9.0%0.011%
11/18/2024Arete Wealth Advisors LLC10,964$198K0.0%-11.1%0.004%
11/18/2024Asset Allocation Strategies LLC116,129$2.10M0.6%+1.1%0.038%
11/15/2024Barclays PLC709,300$12.84M0.0%N/A0.232%
11/15/2024MML Investors Services LLC711,552$12.88M0.0%+2.7%0.232%
11/15/2024Dunhill Financial LLC22,237$402K0.2%-29.1%0.007%
11/15/2024Orion Portfolio Solutions LLC16,470$298K0.0%+5.3%0.005%
11/15/2024Jane Street Group LLC204,041$3.69M0.0%-20.6%0.067%
11/15/2024Stifel Financial Corp2,056,722$37.23M0.0%+19.9%0.672%
11/15/2024Investmark Advisory Group LLC14,564$264K0.1%N/A0.005%
11/15/2024HighTower Advisors LLC2,750,301$49.78M0.1%+5.0%0.899%
11/15/2024Benjamin Edwards Inc.120,011$2.17M0.0%N/A0.039%
11/14/2024Ironwood Investment Counsel LLC270,758$4.90M0.8%+11.8%0.088%
11/14/2024TRUE Private Wealth Advisors20,936$379K0.0%+10.6%0.007%
11/14/2024Captrust Financial Advisors180,616$3.27M0.0%-9.6%0.059%
11/14/2024Icon Wealth Advisors LLC162,868$2.95M0.2%-3.5%0.053%
11/14/2024Rockefeller Capital Management L.P.1,840,066$33.29M0.1%+1.2%0.601%
11/13/2024D.A. Davidson & CO.232,971$4.22M0.0%+0.5%0.076%
11/13/2024Bank of Montreal Can361,473$6.56M0.0%+47.0%0.118%
11/13/2024Acorn Wealth Advisors LLC17,555$318K0.1%N/A0.006%
11/13/2024Stonebridge Advisors LLC191,212$3.46M2.3%-16.3%0.062%
11/13/2024Private Trust Co. NA93,925$1.70M0.2%-4.9%0.031%
11/12/2024Centaurus Financial Inc.12,685$230K0.0%+11.3%0.004%
11/12/2024MGB Wealth Management LLC27,000$490K0.2%N/A0.009%
11/12/2024Kingsview Wealth Management LLC108,408$1.96M0.0%+9.1%0.035%
11/12/2024Flagstar Advisors Inc.333,422$6.04M1.5%+2.3%0.109%
11/12/2024Icon Wealth Advisors LLC59,132$1.07M0.0%-65.0%0.019%
11/12/2024Citigroup Inc.677,037$12.25M0.0%+15.5%0.221%
11/12/2024Darden Wealth Group Inc143,072$2.59M1.9%+7.8%0.047%
11/12/2024Blackhawk Capital Partners LLC.145,091$2.63M1.4%+5.0%0.047%
11/9/2024LPL Financial LLC11,876,712$214.97M0.1%+9.5%3.881%
11/9/2024Trustmark National Bank Trust Department165,732$3M0.2%-14.5%0.054%
11/9/2024Creekside Partners19,004$344K0.2%-6.7%0.006%
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11/8/2024Moors & Cabot Inc.92,580$1.68M0.1%+14.0%0.030%
11/7/2024Prospera Financial Services Inc1,622,012$29.36M0.7%+15.7%0.530%
11/7/2024Thrivent Financial for Lutherans14,838$269K0.0%+12.9%0.005%
11/7/2024 Claro Advisors LLC13,472$244K0.0%-53.1%0.004%
11/6/2024SRS Capital Advisors Inc.1,531,988$27.73M2.5%+4.1%0.501%
11/6/2024Agilis Partners LLC200,235$3.62M1.1%+1.0%0.065%
11/6/2024Archer Investment Corp263,222$4.76M1.3%-21.9%0.086%
11/6/2024Traction Financial Partners LLC259,546$4.70M3.7%-6.8%0.085%
11/6/2024ROI Financial Advisors LLC57,706$1.04M0.7%+4.8%0.019%
11/6/2024Kovack Advisors Inc.167,930$3.04M0.3%-8.2%0.055%
(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, 472 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), LPL Financial LLC ($214.97M), Wells Fargo & Company MN ($178.58M), UBS Group AG ($165.10M), Bank of America Corp DE ($119.21M), and Raymond James Financial Services Advisors Inc. ($96.39M).Learn more on FPE's institutional investors.

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

Of the 381 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 60,950,018 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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

Of the 312 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), International Assets Investment Management LLC ($3.18M), 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 Miracle Mile Advisors LLC ($2.07M).

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

Institutional investors have sold a total of 49,290,393 shares in the last 24 months. This volume of shares sold represents approximately $822.53M in transactions.



This page (NYSEARCA:FPE) was last updated on 1/21/2025 by MarketBeat.com Staff
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