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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)
323
Total
Institutional Inflows
(last 12 months)
$995.75M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$232.65M
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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
8/18/2025Geneos Wealth Management Inc.53,002$943K0.0%+46.7%0.016%
8/15/2025Puff Wealth Management LLC62,759$1.12M0.4%+2.4%0.019%
8/15/2025Equitable Holdings Inc.359,458$6.40M0.1%+3.3%0.107%
8/15/2025State of Tennessee Department of Treasury1,832,300$32.62M0.1%+58.0%0.545%
8/15/2025FSB Premier Wealth Management Inc.39,581$705K0.3%+6.9%0.012%
8/15/2025Captrust Financial Advisors210,758$3.75M0.0%+13.7%0.063%
8/15/2025 Visionary Wealth Advisors69,297$1.23M0.1%+0.9%0.021%
8/15/2025 Snowden Capital Advisors LLC117,959$2.10M0.1%-5.3%0.035%
8/15/2025 MML Investors Services LLC519,573$9.25M0.0%+5.2%0.154%
8/15/2025 Helium Advisors LLC14,572$259K0.2%-5.1%0.004%
8/15/2025 Great Valley Advisor Group Inc.10,251$183K0.0%N/A0.003%
8/15/2025 Gallagher Fiduciary Advisors LLC3,675,202$65.42M0.1%+1,719.9%1.093%
8/15/2025 Benjamin Edwards Inc.146,373$2.61M0.0%+3.0%0.044%
8/15/2025 BNP Paribas Financial Markets15,697$279K0.0%N/A0.005%
8/15/2025 Bank of America Corp DE7,226,544$128.63M0.0%+1.2%2.149%
8/15/2025 Ameriprise Financial Inc.3,499,674$62.30M0.0%+1.0%1.041%
8/14/2025 Connecticut Wealth Management LLC23,952$426K0.0%-10.3%0.007%
8/14/2025 MGB Wealth Management LLC57,184$1.02M0.3%+111.8%0.017%
8/14/2025 Jane Street Group LLC1,402,861$24.97M0.0%+433.4%0.417%
8/14/2025 Ausdal Financial Partners Inc.24,871$443K0.0%-35.2%0.007%
8/14/2025 Raymond James Financial Inc.8,740,949$155.59M0.1%-1.6%2.599%
8/14/2025 Quantinno Capital Management LP14,777$263K0.0%N/A0.004%
8/14/2025 Diversify Wealth Management LLC10,890$196K0.0%-12.0%0.003%
8/14/2025 FAS Wealth Partners Inc.70,627$1.26M0.1%-3.5%0.021%
8/14/2025 Frisch Financial Group Inc.507,992$9.04M2.2%+3.7%0.151%
8/14/2025 NewEdge Advisors LLC371,865$6.62M0.0%+2.5%0.111%
8/14/2025 Qube Research & Technologies Ltd14,007$249K0.0%N/A0.004%
8/14/2025 Acorn Wealth Advisors LLC15,154$270K0.1%-13.9%0.005%
8/13/2025 StoneX Group Inc.102,159$1.82M0.1%-3.1%0.030%
8/13/2025 Seaview Investment Managers LLC11,178$199K0.0%N/A0.003%
8/13/2025 Gateway Wealth Partners LLC20,083$357K0.1%N/A0.006%
8/13/2025 Baird Financial Group Inc.1,731,203$30.82M0.1%+0.6%0.515%
8/13/2025 First Trust Advisors LP163,544$2.91M0.0%+0.9%0.049%
8/13/2025 Argyle Capital Partners LLC79,945$1.42M1.2%+3.0%0.024%
8/13/2025 Twin Peaks Wealth Advisors LLC298,370$5.38M1.8%+0.3%0.089%
8/13/2025 RPg Family Wealth Advisory LLC17,668$314K0.1%-4.8%0.005%
8/13/2025 Beacon Pointe Advisors LLC81,551$1.45M0.0%-0.8%0.024%
8/13/2025 Trustmark Bank Trust Department80,439$1.43M0.1%-41.5%0.024%
8/13/2025 Measured Wealth Private Client Group LLC11,594$206K0.1%-10.4%0.003%
8/13/2025 Level Four Advisory Services LLC32,117$572K0.0%-14.9%0.010%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/13/2025 Northwestern Mutual Wealth Management Co.633,518$11.28M0.0%+12.9%0.188%
8/13/2025 Choreo LLC44,232$787K0.0%+336.5%0.013%
8/13/2025 Maia Wealth LLC46,601$829K0.2%+7.5%0.014%
8/12/2025 Country Trust Bank1,376,158$24.50M0.5%-1.7%0.409%
8/12/2025 J.W. Cole Advisors Inc.48,285$859K0.0%+7.9%0.014%
8/12/2025 Steward Partners Investment Advisory LLC926,339$16.49M0.1%-0.3%0.275%
8/12/2025 Jaffetilchin Investment Partners LLC62,151$1.11M0.1%+1.0%0.018%
8/12/2025 CreativeOne Wealth LLC15,555$277K0.0%+11.9%0.005%
8/12/2025 Ameritas Investment Partners Inc.584,542$10.41M0.3%+5.5%0.174%
8/12/2025 Global Retirement Partners LLC157,530$2.80M0.1%N/A0.047%
8/12/2025 Barings LLC596,147$10.61M0.2%-4.2%0.177%
8/12/2025 Quantum Private Wealth LLC33,670$599K0.2%-15.1%0.010%
8/12/2025 Meridian Wealth Advisors LLC10,058$179K0.0%N/A0.003%
8/12/2025 WealthBridge Capital Management LLC89,708$1.60M0.4%-1.2%0.027%
8/12/2025 Cozad Asset Management Inc.11,820$210K0.0%+8.0%0.004%
8/12/2025 Archer Investment Corp235,626$4.19M1.0%-5.4%0.070%
8/12/2025 MAI Capital Management1,644,525$29.27M0.2%+3.7%0.489%
8/12/2025 JPMorgan Chase & Co.844,334$15.03M0.0%-15.1%0.251%
8/12/2025 NFP Retirement Inc.786,367$14.00M0.9%+0.6%0.234%
8/11/2025 Aspen Investment Management Inc241,246$4.29M1.8%-0.5%0.072%
8/11/2025 Perennial Investment Advisors LLC95,708$1.70M0.2%+5.5%0.029%
8/11/2025 United Advisor Group LLC172,697$3.07M0.5%-1.2%0.052%
8/11/2025 Capital Square LLC11,817$211K0.1%N/A0.004%
8/8/2025 Rockefeller Capital Management L.P.1,945,218$34.63M0.1%-0.5%0.582%
8/8/2025 Kingsview Wealth Management LLC177,189$3.15M0.1%+24.2%0.053%
8/8/2025 Avantax Advisory Services Inc.622,473$11.08M0.1%+11.4%0.186%
8/8/2025 MJP Associates Inc. ADV57,001$1.02M0.2%-6.8%0.017%
8/8/2025 Cetera Investment Advisers1,556,479$27.71M0.0%+8.2%0.465%
8/8/2025 Creative Planning158,565$2.82M0.0%-1.2%0.047%
8/8/2025 Foundations Investment Advisors LLC17,599$313K0.0%N/A0.005%
8/8/2025 Prospect Financial Services LLC46,439$827K0.5%-4.4%0.014%
8/8/2025 Oak Harvest Investment Services13,325$237K0.0%-6.7%0.004%
8/8/2025 Good Life Advisors LLC19,551$348K0.0%-29.6%0.006%
8/8/2025 PNC Financial Services Group Inc.13,526$241K0.0%-10.2%0.004%
8/8/2025 Ironwood Investment Counsel LLC190,986$3.40M0.5%+10.6%0.057%
8/8/2025 IMA Advisory Services Inc.325,157$5.79M0.6%+1.2%0.097%
8/7/2025 Aspen Wealth Strategies LLC46,647$830K0.5%-3.3%0.014%
8/6/2025 Prospera Financial Services Inc1,536,026$27.34M0.5%-17.1%0.459%
8/6/2025 Summit Investment Advisors Inc.553,951$9.74M8.0%+8.4%0.166%
8/6/2025 AE Wealth Management LLC158,557$2.82M0.0%+5.5%0.047%
8/6/2025 Aspect Partners LLC10,287$183K0.1%N/A0.003%
8/6/2025 ROI Financial Advisors LLC82,120$1.46M0.9%+35.1%0.025%
8/6/2025 Csenge Advisory Group667,905$11.72M0.6%-0.7%0.200%
8/6/2025 ORBA Wealth Advisors L.L.C.227,977$4.06M3.7%-45.7%0.068%
8/6/2025 Moors & Cabot Inc.91,255$1.62M0.1%-6.4%0.027%
8/5/2025 Prosperity Consulting Group LLC193,676$3.45M0.3%+2.1%0.058%
8/5/2025 Marion Wealth Management343,418$6.11M1.5%+1.9%0.103%
8/5/2025 Bank of Montreal Can578,505$10.27M0.0%-2.2%0.173%
8/5/2025 Sigma Planning Corp380,281$6.77M0.2%+0.7%0.114%
8/5/2025 Strategic Financial Concepts LLC11,858$211K0.0%-87.7%0.004%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/5/2025 American Institute for Advanced Investment Management LLP25,425$453K0.3%+3.5%0.008%
8/4/2025 Kovack Advisors Inc.97,301$1.73M0.2%+6.0%0.029%
8/4/2025 Tradewinds LLC.13,298$237K0.2%N/A0.004%
8/4/2025 IFG Advisory LLC41,263$734K0.0%+3.5%0.012%
8/4/2025 Atria Investments Inc453,262$8.07M0.1%N/A0.136%
8/4/2025 Assetmark Inc.12,546$223K0.0%-93.2%0.004%
8/4/2025 Spire Wealth Management20,293$361K0.0%+61.9%0.006%
8/4/2025 Arkadios Wealth Advisors22,079$393K0.0%+23.2%0.007%
8/4/2025 Daymark Wealth Partners LLC10,593$189K0.0%N/A0.003%
8/4/2025 Quaker Wealth Management LLC3,114$55K0.0%-200.0%0.001%
(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, 485 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. ($155.59M), and Bank of America Corp DE ($128.63M).Learn more on First Trust Preferred Securities and Income ETF's institutional investors.

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

Of the 409 institutional investors that purchased First Trust Preferred Securities and Income ETF's 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), LPL Financial LLC ($3.88M), Stonebridge Advisors LLC ($3.87M), Bank of America Corp DE ($3.70M), Gallagher Fiduciary Advisors LLC ($3.47M), International Assets Investment Management LLC ($3.21M), 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 56,137,710 shares in the last 24 months. This purchase volume represents approximately $995.75M in transactions.

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

Of the 203 institutional investors that sold First Trust Preferred Securities and Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stonebridge Advisors LLC ($1.87M), International Assets Investment Management LLC ($1.46M), Park National Corp OH ($1.00M), Private Advisor Group LLC ($551.25K), Trinity Legacy Partners LLC ($453.44K), Advisor OS LLC ($440.79K), and Janney Montgomery Scott LLC ($418.64K).

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

Institutional investors have sold a total of 13,114,525 shares in the last 24 months. This volume of shares sold represents approximately $232.65M in transactions.


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This page (NYSEARCA:FPE) was last updated on 8/18/2025 by MarketBeat.com Staff
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