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

First Trust Preferred Securities and Income ETF logo
$17.90 +0.03 (+0.14%)
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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)
306
Total
Institutional Inflows
(last 12 months)
$895.69M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$259.87M
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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
7/29/2025Creekside Partners33,859$603K0.3%+26.2%0.010%
7/28/2025Mutual Advisors LLC35,531$635K0.0%-3.5%0.011%
7/28/2025Essex LLC61,441$1.09M0.2%-2.2%0.018%
7/28/2025Harbour Investments Inc.393,356$7.00M0.2%+4.9%0.118%
7/28/2025Hudson Capital Management LLC14,342$255K0.1%-8.5%0.004%
7/25/2025 Atria Wealth Solutions Inc.157,272$2.80M0.1%-30.8%0.047%
7/25/2025 Envestnet Portfolio Solutions Inc.397,713$7.08M0.0%+9.6%0.119%
7/25/2025 Sequoia Financial Advisors LLC19,649$350K0.0%-4.4%0.006%
7/25/2025 Lion Street Advisors LLC57,850$1.03M0.3%-5.5%0.017%
7/25/2025 MGO One Seven LLC367,860$6.55M0.2%-1.2%0.110%
7/25/2025 Cypress Capital Group30,667$546K0.1%-17.0%0.009%
7/25/2025 Hazlett Burt & Watson Inc.2,725$50K0.0%+78.7%0.001%
7/25/2025 Prostatis Group LLC167,611$2.98M0.9%+12.8%0.050%
7/25/2025 SPC Financial Inc.39,657$706K0.1%-11.6%0.012%
7/25/2025 CWM LLC116,768$2.08M0.0%-4.7%0.035%
7/25/2025 Lodestar Private Asset Management LLC15,325$273K0.0%-12.0%0.005%
7/25/2025 Concurrent Investment Advisors LLC219,732$3.91M0.1%-48.0%0.066%
7/24/2025 Blue Zone Wealth Advisors LLC10,842$193K0.0%+7.2%0.003%
7/24/2025 Robertson Stephens Wealth Management LLC137,676$2.45M0.1%-44.3%0.041%
7/24/2025 Cascade Investment Group Inc.24,148$430K0.3%-16.0%0.007%
7/24/2025 Etesian Wealth Advisors Inc.133,016$2.37M0.9%-4.3%0.040%
7/24/2025 IFP Advisors Inc88,145$1.57M0.0%-48.2%0.026%
7/24/2025 Lokken Investment Group LLC327,087$5.82M2.2%-5.8%0.098%
7/24/2025 US Bancorp DE227,493$4.05M0.0%+45.6%0.068%
7/24/2025 Columbia Advisory Partners LLC31,730$565K0.4%+8.9%0.009%
7/23/2025 Morey & Quinn Wealth Partners LLC25,703$458K0.4%+11.6%0.008%
7/23/2025 Clear Creek Financial Management LLC20,761$370K0.0%-19.0%0.006%
7/23/2025 TI Trust Inc.26,424$470K0.3%+19.5%0.008%
7/23/2025 Kingswood Wealth Advisors LLC812,847$14.47M1.1%+87.6%0.243%
7/23/2025 Prasad Wealth Partners LLC395,428$7.04M2.1%-11.1%0.118%
7/23/2025 SteelPeak Wealth LLC49,747$885K0.0%-6.9%0.015%
7/23/2025 Prime Capital Investment Advisors LLC14,466$257K0.0%-13.2%0.004%
7/22/2025 Belpointe Asset Management LLC20,628$367K0.0%+73.9%0.006%
7/22/2025 Appleton Partners Inc. MA13,607$242K0.0%N/A0.004%
7/22/2025 DAVENPORT & Co LLC61,338$1.09M0.0%-1.2%0.018%
7/22/2025 Woodmont Investment Counsel LLC43,330$771K0.1%+13.5%0.013%
7/22/2025 Kraematon Investment Advisors Inc.43,260$770K0.7%-11.6%0.013%
7/22/2025 Berger Financial Group Inc41,380$737K0.0%-4.7%0.012%
7/21/2025 Curran Financial Partners LLC321,142$5.72M1.3%N/A0.096%
7/21/2025 Ameritas Advisory Services LLC44,871$799K0.0%-24.3%0.013%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,117,589$19.89M0.4%+3.9%0.334%
7/21/2025 Seros Financial LLC441,869$7.87M5.0%+3.1%0.132%
7/21/2025 Trinity Legacy Partners LLC554,777$9.90M2.4%+2.4%0.166%
7/21/2025 Mendota Financial Group LLC7,301$130K0.1%-17.2%0.002%
7/21/2025 Cornell Pochily Investment Advisors Inc.32,499$578K0.2%-14.3%0.010%
7/21/2025 Patriot Financial Group Insurance Agency LLC62,286$1.11M0.1%-2.2%0.019%
7/18/2025 Tanager Wealth Management LLP51,836$923K0.1%+168.4%0.016%
7/18/2025 Newman Dignan & Sheerar Inc.382,411$6.81M1.6%+8.1%0.114%
7/18/2025 SOA Wealth Advisors LLC.51,085$909K0.1%-2.6%0.015%
7/18/2025 PFG Investments LLC10,656$190K0.0%N/A0.003%
7/18/2025 Truist Financial Corp1,030,909$18.35M0.0%+5.6%0.308%
7/17/2025 Mainsail Financial Group LLC125,795$2.24M1.0%+3.3%0.038%
7/17/2025 HCR Wealth Advisors952,756$16.96M2.0%+2.7%0.285%
7/17/2025 Capital Investment Advisors LLC21,409$381K0.0%+7.9%0.006%
7/17/2025 Northwest Wealth Management LLC43,650$777K0.1%-13.9%0.013%
7/17/2025 HB Wealth Management LLC25,789$459K0.0%-4.0%0.008%
7/17/2025 Janney Montgomery Scott LLC1,251,379$22.28M0.1%-9.5%0.374%
7/17/2025 Fifth Third Securities Inc.475,480$8.46M0.6%+49.0%0.142%
7/17/2025 Sound Income Strategies LLC293,418$5.22M0.3%-3.5%0.088%
7/17/2025 Walker Asset Management LLC128,235$2.28M1.3%-0.8%0.038%
7/17/2025 City Holding Co.147,787$2.63M0.3%-0.7%0.044%
7/16/2025 Midwest Heritage Bank FSB367,561$6.54M2.5%+2.1%0.110%
7/16/2025 Independent Wealth Network Inc.116,743$2.08M0.8%+1.9%0.035%
7/16/2025 Twelve Points Wealth Management LLC487,611$8.68M2.3%+4.7%0.146%
7/16/2025 PFS Partners LLC376,954$6.71M3.4%+3.9%0.113%
7/16/2025 Falcon Wealth Planning1,198,926$21.34M2.2%+5.3%0.359%
7/16/2025 Owen LaRue LLC10,344$184K0.1%-5.2%0.003%
7/16/2025 Perigon Wealth Management LLC15,798$281K0.0%+19.0%0.005%
7/16/2025 Magnus Financial Group LLC1,690,797$30.10M2.6%+10.8%0.506%
7/15/2025 Affinity Wealth Management LLC1,413,382$25.16M4.0%-0.1%0.423%
7/15/2025 Traction Financial Partners LLC252,027$4.49M3.0%-0.3%0.075%
7/15/2025 Boyce & Associates Wealth Consulting Inc.32,818$584K0.5%+12.4%0.010%
7/15/2025 LVZ Inc.27,149$483K0.1%+12.5%0.008%
7/14/2025 Flagstar Advisors Inc.286,364$5.10M1.4%-8.4%0.086%
7/14/2025 Toth Financial Advisory Corp183,419$3.27M0.4%+7.8%0.055%
7/14/2025 Park Avenue Securities LLC264,106$4.70M0.0%N/A0.079%
7/14/2025 Matrix Trust Co87,109$1.55M0.2%-6.2%0.026%
7/11/2025 Quad Cities Investment Group LLC484,380$8.62M3.9%+4.0%0.145%
7/11/2025 Coastwise Capital Group LLC28,163$501K0.4%-11.7%0.008%
7/11/2025 Farther Finance Advisors LLC36,119$643K0.0%+211.3%0.011%
7/11/2025 SeaCrest Wealth Management LLC24,362$434K0.0%-3.8%0.007%
7/10/2025 Security National Bank7,459$133K0.0%-43.1%0.002%
7/10/2025 ARS Wealth Advisors Group LLC13,729$244K0.0%N/A0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC530,667$9.48M0.0%-5.4%0.159%
7/10/2025 Strathmore Capital Advisors Inc.20,305$363K0.2%N/A0.006%
7/9/2025 Dynamic Advisor Solutions LLC85,958$1.53M0.0%-1.2%0.026%
7/9/2025 Key Client Fiduciary Advisors LLC12,844$229K0.1%+18.8%0.004%
7/9/2025 Beacon Financial Group77,718$1.38M0.1%-16.6%0.023%
7/8/2025 Ballew Advisors Inc39,200$701K0.4%+32.7%0.012%
7/8/2025 NBC Securities Inc.106,334$1.89M0.2%+6.2%0.032%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
7/8/2025 Gradient Investments LLC408,636$7.27M0.1%+1.5%0.122%
7/8/2025 Gallacher Capital Management LLC141,498$2.52M1.2%+42.4%0.042%
7/8/2025 Parallel Advisors LLC96,072$1.71M0.0%+9.7%0.029%
7/7/2025 OMNI 360 Wealth Inc.20,600$367K0.2%-9.1%0.006%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.6,160$110K0.0%+12.7%0.002%
7/2/2025 Howard Financial Services LTD.397,326$7.07M0.9%-14.0%0.119%
7/1/2025 Park National Corp OH2,183,041$38.86M1.3%-13.7%0.654%
7/1/2025 Private Client Services LLC172,590$3.07M1.2%-4.7%0.052%
6/4/2025 First Hawaiian Bank43,145$759K0.0%+48.3%0.013%
6/2/2025Integrity Wealth Advisors Inc.1,245,179$21.90M16.1%-0.6%0.382%
(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, 479 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 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 402 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 ($4.89M), Stonebridge Advisors LLC ($3.87M), Bank of America Corp DE ($3.62M), International Assets Investment Management LLC ($3.19M), 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 50,562,825 shares in the last 24 months. This purchase volume represents approximately $895.69M in transactions.

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

Of the 192 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 ($1.47M), Northwestern Mutual Wealth Management Co. ($1.22M), Park National Corp OH ($1.00M), Advisor OS LLC ($917.33K), Renaissance Technologies LLC ($818.31K), and Private Advisor Group LLC ($636.80K).

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

Institutional investors have sold a total of 14,716,327 shares in the last 24 months. This volume of shares sold represents approximately $259.87M in transactions.


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This page (NYSEARCA:FPE) was last updated on 7/29/2025 by MarketBeat.com Staff
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