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

First Trust Preferred Securities and Income ETF logo
$17.36 -0.02 (-0.09%)
As of 12:43 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)
310
Total
Institutional Inflows
(last 12 months)
$899.62M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$263.67M
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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
5/21/2025 Geneos Wealth Management Inc.36,118$635K0.0%+4.9%0.011%
5/20/2025 Belpointe Asset Management LLC11,865$209K0.0%-41.0%0.004%
5/20/2025 Focus Partners Wealth345,451$6.08M0.0%-4.4%0.106%
5/20/2025 Integrity Alliance LLC.11,566$203K0.0%N/A0.004%
5/20/2025 Aspen Investment Management Inc242,579$4.27M2.0%+3.5%0.074%
5/19/2025 Jane Street Group LLC262,995$4.63M0.0%+53.0%0.081%
5/19/2025 Advisory Alpha LLC2,000,185$35.18M1.2%+204.1%0.615%
5/16/2025 Ashton Thomas Private Wealth LLC572,693$10.07M0.4%+5.7%0.176%
5/16/2025 Jones Financial Companies Lllp93,490$1.64M0.0%-51.9%0.029%
5/16/2025 NewEdge Advisors LLC362,629$6.38M0.0%+7.8%0.112%
5/16/2025 Algorithmic Investment Models LLC135,360$2.38M1.8%N/A0.042%
5/15/2025 Focus Partners Advisor Solutions LLC58,485$1.03M0.0%+8.8%0.018%
5/15/2025 Royal Bank of Canada17,296,239$304.24M0.1%+2.9%5.321%
5/15/2025 MAI Capital Management1,585,683$27.89M0.2%+3.2%0.488%
5/15/2025 Connecticut Wealth Management LLC26,702$470K0.0%N/A0.008%
5/15/2025 Baird Financial Group Inc.1,721,404$30.28M0.1%+4.3%0.530%
5/15/2025 Cascade Investment Group Inc.28,753$506K0.4%-5.3%0.009%
5/14/2025 Note Advisors LLC44,867$789K0.7%N/A0.014%
5/14/2025 CreativeOne Wealth LLC13,906$245K0.0%-41.6%0.004%
5/14/2025 Comerica Bank431,930$7.60M0.0%-12.0%0.133%
5/14/2025 RPg Family Wealth Advisory LLC18,554$326K0.1%-6.9%0.006%
5/14/2025 Synovus Financial Corp79,304$1.40M0.0%-13.9%0.024%
5/14/2025 Northwestern Mutual Wealth Management Co.561,246$9.87M0.0%+16.7%0.173%
5/14/2025 Trinity Legacy Partners LLC541,777$9.51M2.4%+4.4%0.167%
5/14/2025 Kestra Advisory Services LLC2,566,326$45.14M0.2%+3.6%0.789%
5/14/2025 Ameriprise Financial Inc.3,464,598$60.94M0.0%+41.5%1.066%
5/14/2025 CW Advisors LLC35,285$624K0.0%N/A0.011%
5/14/2025 Summit Financial LLC82,207$1.45M0.0%+5.3%0.025%
5/14/2025 Frisch Financial Group Inc.489,917$8.62M2.4%N/A0.151%
5/14/2025 Capital Analysts LLC5,359$94K0.0%+13,641.0%0.002%
5/13/2025 Sand Hill Global Advisors LLC12,379$218K0.0%N/A0.004%
5/13/2025 Steward Partners Investment Advisory LLC929,279$16.35M0.1%-0.2%0.286%
5/13/2025 Raymond James Financial Inc.8,879,611$156.19M0.1%+3.6%2.732%
5/13/2025 Nations Financial Group Inc. IA ADV19,302$340K0.0%+23.8%0.006%
5/13/2025 NFP Retirement Inc.781,917$13.75M1.1%+7.5%0.241%
5/13/2025 HighTower Advisors LLC2,716,884$47.79M0.1%-6.5%0.836%
5/12/2025 Cypress Capital Group36,945$650K0.1%+50.4%0.011%
5/12/2025 Maia Wealth LLC43,344$743K0.2%+5.6%0.013%
5/12/2025 Berger Financial Group Inc43,405$763K0.1%-10.8%0.013%
5/12/2025 Benjamin Edwards Inc.142,050$2.50M0.0%+5.5%0.044%
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5/12/2025 Measured Wealth Private Client Group LLC12,941$228K0.1%-14.8%0.004%
5/12/2025 National Bank of Canada FI22,247$391K0.0%+431.5%0.007%
5/12/2025 Citigroup Inc.848,020$14.92M0.0%+8.3%0.261%
5/12/2025 Ironwood Investment Counsel LLC172,657$3.04M0.5%-14.0%0.053%
5/9/2025 1834 Investment Advisors Co.32,197$566K0.1%-4.1%0.010%
5/9/2025 Chicago Partners Investment Group LLC411,160$7.13M0.2%+3.6%0.126%
5/9/2025 Atria Wealth Solutions Inc.227,269$4.00M0.0%+21.7%0.070%
5/9/2025 ROI Financial Advisors LLC60,780$1.07M0.8%+4.6%0.019%
5/9/2025 Gill Capital Partners LLC130,302$2.29M0.8%-30.1%0.040%
5/9/2025 Commonwealth Equity Services LLC1,462,209$25.72M0.0%+1.0%0.450%
5/9/2025 PNC Financial Services Group Inc.15,060$265K0.0%-33.4%0.005%
5/9/2025 Barings LLC622,445$10.95M0.3%-1.7%0.191%
5/8/2025 SPC Financial Inc.44,862$789K0.1%-14.0%0.014%
5/8/2025 Moors & Cabot Inc.97,505$1.72M0.1%-1.4%0.030%
5/8/2025 US Bancorp DE156,286$2.75M0.0%+1.9%0.048%
5/8/2025 Shufro Rose & Co. LLC18,200$320K0.0%+37.9%0.006%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,075,906$18.93M0.5%-1.6%0.331%
5/8/2025 Harbour Investments Inc.375,089$6.60M0.2%+5.1%0.115%
5/8/2025 MGO One Seven LLC372,323$6.55M0.3%-0.3%0.115%
5/8/2025 Private Advisory Group LLC146,465$2.58M0.3%+1.4%0.045%
5/8/2025 FSB Premier Wealth Management Inc.37,028$651K0.3%+107.7%0.011%
5/8/2025 Cozad Asset Management Inc.10,946$193K0.0%-6.9%0.003%
5/7/2025 Prosperity Consulting Group LLC189,624$3.34M0.3%+18.5%0.058%
5/7/2025 Brio Consultants LLC23,610$415K0.2%N/A0.007%
5/7/2025 LPL Financial LLC14,362,757$252.64M0.1%+10.2%4.418%
5/7/2025 First Heartland Consultants Inc.16,802$296K0.0%-50.0%0.005%
5/6/2025 Assetmark Inc.184,813$3.25M0.0%+1,551.1%0.057%
5/6/2025 Cetera Investment Advisers1,438,480$25.30M0.0%N/A0.443%
5/6/2025 Avantax Advisory Services Inc.558,558$9.83M0.1%+111.4%0.172%
5/6/2025 Brookwood Investment Group LLC39,003$686K0.1%N/A0.012%
5/6/2025 Principle Wealth Partners LLC13,600$239K0.0%N/A0.004%
5/6/2025 Advisor OS LLC62,181$1.09M0.1%-1.4%0.019%
5/6/2025 Kovack Advisors Inc.91,819$1.62M0.2%+18.8%0.028%
5/6/2025 AE Wealth Management LLC150,353$2.65M0.0%-2.8%0.046%
5/6/2025 Summit Wealth Partners LLC34,723$611K0.1%-43.2%0.011%
5/6/2025 Price Capital Management Inc.75,000$1.32M3.3%N/A0.023%
5/6/2025 IMA Advisory Services Inc.321,392$5.65M0.7%+60.6%0.099%
5/5/2025 Gries Financial LLC16,636$293K0.1%-46.3%0.005%
5/5/2025 Hazlett Burt & Watson Inc.1,525$28K0.0%N/A0.000%
5/5/2025 Gallacher Capital Management LLC99,374$1.75M0.9%+30.3%0.031%
5/5/2025 IFP Advisors Inc170,298$3.00M0.1%+3.6%0.052%
5/5/2025 Kestra Private Wealth Services LLC581,594$10.23M0.2%-4.9%0.179%
5/5/2025 FAS Wealth Partners Inc.73,181$1.29M0.1%-5.2%0.023%
5/5/2025 PCG Wealth Advisors LLC82,060$1.44M0.5%+25.4%0.025%
5/5/2025 Csenge Advisory Group672,487$11.59M0.7%+14.0%0.207%
5/5/2025 Private Advisor Group LLC407,894$7.18M0.0%-53.6%0.125%
5/5/2025 Archer Investment Corp248,986$4.38M1.1%-1.4%0.077%
5/5/2025 Darden Wealth Group Inc143,685$2.53M2.0%-1.7%0.044%
5/2/2025 Independent Wealth Network Inc.114,622$2.02M0.8%+5.6%0.035%
5/2/2025 Midwest Heritage Bank FSB359,891$6.33M2.6%+22.6%0.111%
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5/2/2025 Kingsview Wealth Management LLC142,652$2.51M0.0%+8.1%0.044%
5/2/2025 Cullen Frost Bankers Inc.16,967$298K0.0%+49.3%0.005%
5/2/2025 Stonebridge Advisors LLC461,875$8.12M5.6%-79.8%0.142%
5/2/2025 Whittier Trust Co. of Nevada Inc.18,927$333K0.0%N/A0.006%
5/2/2025 Boyce & Associates Wealth Consulting Inc.29,210$514K0.5%+14.7%0.009%
5/2/2025 Lokken Investment Group LLC347,335$6.11M2.6%+9.0%0.107%
5/2/2025 Sigma Planning Corp377,633$6.64M0.2%+0.4%0.116%
5/1/2025 CWM LLC122,482$2.15M0.0%-4.6%0.038%
5/1/2025 Stephens Inc. AR347,663$6.12M0.1%+101.5%0.107%
5/1/2025 Realta Investment Advisors18,258$321K0.1%+5.0%0.006%
(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, 483 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 ($304.24M), LPL Financial LLC ($252.64M), Wells Fargo & Company MN ($243.28M), UBS Group AG ($165.10M), Raymond James Financial Inc. ($156.19M), 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 409 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. ($8.88M), Stonebridge Advisors LLC ($5.36M), LPL Financial LLC ($4.89M), Bank of America Corp DE ($3.62M), International Assets Investment Management LLC ($3.20M), OLD Mission Capital LLC ($2.87M), and HighTower Advisors LLC ($2.87M).

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

Institutional investors have bought a total of 84,649,151 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

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

Of the 299 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: Stonebridge Advisors LLC ($4.05M), International Assets Investment Management LLC ($3.18M), Miracle Mile Advisors LLC ($1.75M), Berger Financial Group Inc ($1.48M), Park National Corp OH ($1.41M), Northwestern Mutual Wealth Management Co. ($1.22M), and Raymond James Financial Services Advisors Inc. ($1.19M).

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

Institutional investors have sold a total of 35,560,555 shares in the last 24 months. This volume of shares sold represents approximately $604.33M in transactions.



This page (NYSEARCA:FPE) was last updated on 5/23/2025 by MarketBeat.com Staff
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