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

First Trust Preferred Securities and Income ETF logo
$18.21 +0.02 (+0.11%)
Closing price 09/9/2025 04:10 PM Eastern
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$18.20 -0.01 (-0.03%)
As of 08:15 AM 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)
323
Total
Institutional Inflows
(last 12 months)
$984.91M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$236.25M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025Osaic Holdings Inc.2,104,882$37.47M0.1%-8.3%0.626%
8/29/2025Centaurus Financial Inc.11,030$196K0.0%-23.0%0.003%
8/19/2025B. Riley Wealth Advisors Inc.36,625$652K0.0%N/A0.011%
8/19/2025Advisory Services Network LLC52,135$935K0.0%-44.2%0.016%
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%
8/15/2025Visionary Wealth Advisors69,297$1.23M0.1%+0.9%0.021%
8/15/2025Snowden Capital Advisors LLC117,959$2.10M0.1%-5.3%0.035%
8/15/2025MML Investors Services LLC519,573$9.25M0.0%+5.2%0.154%
8/15/2025Helium Advisors LLC14,572$259K0.2%-5.1%0.004%
8/15/2025Great Valley Advisor Group Inc.10,251$183K0.0%N/A0.003%
8/15/2025Gallagher Fiduciary Advisors LLC3,675,202$65.42M0.1%+1,719.9%1.093%
8/15/2025Benjamin Edwards Inc.146,373$2.61M0.0%+3.0%0.044%
8/15/2025BNP Paribas Financial Markets15,697$279K0.0%N/A0.005%
8/15/2025Bank of America Corp DE7,226,544$128.63M0.0%+1.2%2.149%
8/15/2025Ameriprise Financial Inc.3,499,674$62.30M0.0%+1.0%1.041%
8/14/2025Connecticut Wealth Management LLC23,952$426K0.0%-10.3%0.007%
8/14/2025MGB Wealth Management LLC57,184$1.02M0.3%+111.8%0.017%
8/14/2025Jane Street Group LLC1,402,861$24.97M0.0%+433.4%0.417%
8/14/2025Ausdal Financial Partners Inc.24,871$443K0.0%-35.2%0.007%
8/14/2025Raymond James Financial Inc.8,740,949$155.59M0.1%-1.6%2.599%
8/14/2025Quantinno Capital Management LP14,777$263K0.0%N/A0.004%
8/14/2025Diversify Wealth Management LLC10,890$196K0.0%-12.0%0.003%
8/14/2025FAS Wealth Partners Inc.70,627$1.26M0.1%-3.5%0.021%
8/14/2025Frisch Financial Group Inc.507,992$9.04M2.2%+3.7%0.151%
8/14/2025NewEdge Advisors LLC371,865$6.62M0.0%+2.5%0.111%
8/14/2025Qube Research & Technologies Ltd14,007$249K0.0%N/A0.004%
8/14/2025Acorn Wealth Advisors LLC15,154$270K0.1%-13.9%0.005%
8/13/2025StoneX Group Inc.102,159$1.82M0.1%-3.1%0.030%
8/13/2025Seaview Investment Managers LLC11,178$199K0.0%N/A0.003%
8/13/2025Gateway Wealth Partners LLC20,083$357K0.1%N/A0.006%
8/13/2025Baird Financial Group Inc.1,731,203$30.82M0.1%+0.6%0.515%
8/13/2025First Trust Advisors LP163,544$2.91M0.0%+0.9%0.049%
8/13/2025Argyle Capital Partners LLC79,945$1.42M1.2%+3.0%0.024%
8/13/2025Twin Peaks Wealth Advisors LLC298,370$5.38M1.8%+0.3%0.089%
8/13/2025RPg Family Wealth Advisory LLC17,668$314K0.1%-4.8%0.005%
8/13/2025Beacon Pointe Advisors LLC81,551$1.45M0.0%-0.8%0.024%
8/13/2025Trustmark Bank Trust Department80,439$1.43M0.1%-41.5%0.024%
8/13/2025Measured Wealth Private Client Group LLC11,594$206K0.1%-10.4%0.003%
8/13/2025Level Four Advisory Services LLC32,117$572K0.0%-14.9%0.010%
8/13/2025Northwestern Mutual Wealth Management Co.633,518$11.28M0.0%+12.9%0.188%
8/13/2025Choreo LLC44,232$787K0.0%+336.5%0.013%
8/13/2025Maia Wealth LLC46,601$829K0.2%+7.5%0.014%
8/12/2025Country Trust Bank1,376,158$24.50M0.5%-1.7%0.409%
8/12/2025J.W. Cole Advisors Inc.48,285$859K0.0%+7.9%0.014%
8/12/2025Steward Partners Investment Advisory LLC926,339$16.49M0.1%-0.3%0.275%
8/12/2025Jaffetilchin Investment Partners LLC62,151$1.11M0.1%+1.0%0.018%
8/12/2025CreativeOne Wealth LLC15,555$277K0.0%+11.9%0.005%
8/12/2025Ameritas Investment Partners Inc.584,542$10.41M0.3%+5.5%0.174%
8/12/2025Global Retirement Partners LLC157,530$2.80M0.1%N/A0.047%
8/12/2025Barings LLC596,147$10.61M0.2%-4.2%0.177%
8/12/2025Quantum Private Wealth LLC33,670$599K0.2%-15.1%0.010%
8/12/2025Meridian Wealth Advisors LLC10,058$179K0.0%N/A0.003%
8/12/2025WealthBridge Capital Management LLC89,708$1.60M0.4%-1.2%0.027%
8/12/2025Cozad Asset Management Inc.11,820$210K0.0%+8.0%0.004%
8/12/2025Archer Investment Corp235,626$4.19M1.0%-5.4%0.070%
8/12/2025MAI Capital Management1,644,525$29.27M0.2%+3.7%0.489%
8/12/2025JPMorgan Chase & Co.844,334$15.03M0.0%-15.1%0.251%
8/12/2025NFP Retirement Inc.786,367$14.00M0.9%+0.6%0.234%
8/11/2025Aspen Investment Management Inc241,246$4.29M1.8%-0.5%0.072%
8/11/2025Perennial Investment Advisors LLC95,708$1.70M0.2%+5.5%0.029%
8/11/2025United Advisor Group LLC172,697$3.07M0.5%-1.2%0.052%
8/11/2025Capital Square LLC11,817$211K0.1%N/A0.004%
8/8/2025Rockefeller Capital Management L.P.1,945,218$34.63M0.1%-0.5%0.582%
8/8/2025Kingsview Wealth Management LLC177,189$3.15M0.1%+24.2%0.053%
8/8/2025Avantax Advisory Services Inc.622,473$11.08M0.1%+11.4%0.186%
8/8/2025MJP Associates Inc. ADV57,001$1.02M0.2%-6.8%0.017%
8/8/2025Cetera Investment Advisers1,556,479$27.71M0.0%+8.2%0.465%
8/8/2025Creative Planning158,565$2.82M0.0%-1.2%0.047%
8/8/2025Foundations Investment Advisors LLC17,599$313K0.0%N/A0.005%
8/8/2025Prospect Financial Services LLC46,439$827K0.5%-4.4%0.014%
8/8/2025Oak Harvest Investment Services13,325$237K0.0%-6.7%0.004%
8/8/2025Good Life Advisors LLC19,551$348K0.0%-29.6%0.006%
8/8/2025PNC Financial Services Group Inc.13,526$241K0.0%-10.2%0.004%
8/8/2025Ironwood Investment Counsel LLC190,986$3.40M0.5%+10.6%0.057%
8/8/2025IMA Advisory Services Inc.325,157$5.79M0.6%+1.2%0.097%
8/7/2025Aspen Wealth Strategies LLC46,647$830K0.5%-3.3%0.014%
8/6/2025Prospera Financial Services Inc1,536,026$27.34M0.5%-17.1%0.459%
8/6/2025Summit Investment Advisors Inc.553,951$9.74M8.0%+8.4%0.166%
8/6/2025AE Wealth Management LLC158,557$2.82M0.0%+5.5%0.047%
8/6/2025Aspect Partners LLC10,287$183K0.1%N/A0.003%
8/6/2025ROI Financial Advisors LLC82,120$1.46M0.9%+35.1%0.025%
8/6/2025Csenge Advisory Group667,905$11.72M0.6%-0.7%0.200%
8/6/2025ORBA Wealth Advisors L.L.C.227,977$4.06M3.7%-45.7%0.068%
8/6/2025Moors & Cabot Inc.91,255$1.62M0.1%-6.4%0.027%
8/5/2025Prosperity Consulting Group LLC193,676$3.45M0.3%+2.1%0.058%
8/5/2025Marion Wealth Management343,418$6.11M1.5%+1.9%0.103%
8/5/2025Bank of Montreal Can578,505$10.27M0.0%-2.2%0.173%
8/5/2025Sigma Planning Corp380,281$6.77M0.2%+0.7%0.114%
8/5/2025Strategic Financial Concepts LLC11,858$211K0.0%-87.7%0.004%
8/5/2025American Institute for Advanced Investment Management LLP25,425$453K0.3%+3.5%0.008%
8/4/2025Kovack Advisors Inc.97,301$1.73M0.2%+6.0%0.029%
8/4/2025Tradewinds LLC.13,298$237K0.2%N/A0.004%
8/4/2025IFG Advisory LLC41,263$734K0.0%+3.5%0.012%
8/4/2025Atria Investments Inc453,262$8.07M0.1%N/A0.136%
8/4/2025Assetmark Inc.12,546$223K0.0%-93.2%0.004%
(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 ($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 55,512,186 shares in the last 24 months. This purchase volume represents approximately $984.91M in transactions.

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

Of the 204 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 13,315,835 shares in the last 24 months. This volume of shares sold represents approximately $236.25M in transactions.


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This page (NYSEARCA:FPE) was last updated on 9/10/2025 by MarketBeat.com Staff
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