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

First Trust Preferred Securities and Income ETF logo
$17.74 -0.01 (-0.06%)
As of 07/24/2026 04:10 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)
306
Total
Institutional Inflows
(last 12 months)
$600.02M
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$297.07M
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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
7/12/2026 Walker Asset Management LLC107,825$1.93M1.0%-3.3%0.030%
7/10/2026 Accel Wealth Management37,473$670K0.2%-15.5%0.011%
7/10/2026 City Holding Co.134,107$2.40M0.3%-10.4%0.038%
7/10/2026 Wealthcare Advisory Partners LLC13,062$234K0.0%+18.1%0.004%
7/9/2026 Key Client Fiduciary Advisors LLC13,370$239K0.1%-6.8%0.004%
7/9/2026 Focus Financial Network Inc.12,738$228K0.0%-43.0%0.004%
7/9/2026 Allied Private Wealth LLC1,670$30K0.0%N/A0.000%
7/8/2026 Gradient Investments LLC436,935$7.81M0.1%+3.0%0.123%
7/8/2026 TrueWealth Advisors LLC57,323$1.03M0.2%+1.7%0.016%
7/8/2026 Puff Wealth Management LLC46,073$824K0.8%N/A0.013%
7/7/2026 Paller Financial Services Inc55,970$1.00M0.7%-5.5%0.016%
7/7/2026 Quad Cities Investment Group LLC564,160$10.09M3.6%+5.2%0.159%
7/7/2026 Dynamic Advisor Solutions LLC94,512$1.69M0.0%+10.6%0.027%
7/7/2026 City Center Advisors LLC11,149$199K0.2%N/A0.003%
7/7/2026 Howard Financial Services LTD.341,178$6.10M0.6%-3.5%0.096%
7/6/2026 Stableford Capital II LLC27,270$488K0.2%+78.2%0.008%
6/3/2026Parallel Advisors LLC84,729$1.50M0.0%-1.4%0.024%
5/26/2026 Summit Financial Wealth Advisors LLC86,076$1.53M0.2%+6.1%0.024%
5/19/2026Western Wealth Management LLC249,857$4.44M0.2%-8.7%0.071%
5/19/2026Bank of America Corp DE8,652,282$153.58M0.0%+5.4%2.458%
5/19/2026Centaurus Financial Inc.23,461$416K0.0%+18.8%0.007%
5/19/2026Arkadios Wealth Advisors58,634$1.04M0.0%+6.0%0.017%
5/19/2026 IFS Group LLC24,036$427K0.4%N/A0.007%
5/18/2026Readystate Asset Management LP59,326$1.05M0.0%+9.6%0.017%
5/18/2026ROI Financial Advisors LLC121,936$2.16M1.3%+2.6%0.035%
5/18/2026Royal Bank of Canada19,554,291$347.09M0.1%-16.9%5.554%
5/16/2026Excelsior Advisor Network LLC11,453$203K0.1%N/A0.003%
5/15/2026Gateway Wealth Partners LLC41,238$732K0.0%+115.7%0.012%
5/15/2026Everest Financial Group LLC17,100$304K0.1%N/A0.005%
5/15/2026Matrix Private Capital Group LLC34,109$605K0.3%N/A0.010%
5/15/2026Waverly Advisors LLC804,883$14.29M0.1%+3.6%0.229%
5/14/2026Hilltop Holdings Inc.10,890$193K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers2,964,486$52.62M0.1%+14.8%0.842%
5/13/2026Measured Wealth Private Client Group LLC7,515$133K0.0%-20.5%0.002%
5/13/2026NewEdge Wealth LLC21,419$380K0.0%-18.9%0.006%
5/13/2026First Trust Advisors LP331,053$5.88M0.0%-4.9%0.094%
5/8/2026PNC Financial Services Group Inc.13,510$240K0.0%+9.1%0.004%
5/7/2026 Scarborough Advisors LLC100,942$1.79M0.2%N/A0.029%
5/7/2026Parallel Advisors LLC84,729$1.50M0.0%-1.4%0.024%
5/7/2026Ironwood Investment Counsel LLC346,152$6.14M0.9%+40.3%0.098%
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5/6/2026IMA Advisory Services Inc.340,868$6.05M0.6%+3.4%0.097%
5/6/2026Simon Quick Advisors LLC30,636$544K0.0%N/A0.009%
5/6/2026Juno Financial Group LLC323,559$5.74M2.3%+6.0%0.092%
5/6/2026Assetmark Inc.2,275$40K0.0%-83.2%0.001%
5/6/2026 Gallacher Capital Management LLC127,068$2.26M0.9%-4.0%0.036%
5/6/2026Barings LLC165,116$2.93M0.0%-5.7%0.047%
5/6/2026 SteelPeak Wealth LLC20,387$362K0.0%-26.6%0.006%
5/6/2026Oder Investment Management LLC40,658$722K0.6%+3.5%0.012%
5/6/2026 Independent Financial Group LLC72,808$1.29M0.0%N/A0.021%
5/6/2026Prosperity Consulting Group LLC205,044$3.64M0.2%-1.4%0.058%
5/5/2026D.A. Davidson & CO.206,493$3.67M0.0%+1.3%0.059%
5/5/2026Bank of New York Mellon Corp11,438$203K0.0%-40.4%0.003%
5/5/2026Seros Financial LLC518,453$9.20M5.9%+1.9%0.147%
5/5/2026Geneos Wealth Management Inc.92,359$1.64M0.0%+57.1%0.026%
5/5/2026NFSG Corp1,861$33K0.0%-68.3%0.001%
5/5/2026Ethos Financial Group LLC151,554$2.69M0.2%N/A0.043%
5/5/2026SouthState Bank Corp5,000$89K0.0%N/A0.001%
5/5/2026Sigma Planning Corp260,198$4.62M0.1%+6.5%0.074%
5/5/2026Avantax Planning Partners Inc.125,137$2.22M0.1%+31.4%0.036%
5/4/2026Milestones Private Investment Advisors LLC145,866$2.59M2.3%+3.0%0.041%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,239,522$22.00M0.4%+4.3%0.352%
5/4/2026Archer Investment Corp115,836$2.06M0.4%-13.0%0.033%
5/4/2026Chicago Partners Investment Group LLC472,233$8.56M0.2%+1.6%0.134%
5/2/2026 International Assets Investment Management LLC114,709$2.04M0.0%-39.4%0.033%
5/2/2026Valmark Advisers Inc.285,818$5.07M0.1%+3.8%0.081%
5/1/2026Fifth Third Bancorp477,944$8.48M0.0%N/A0.136%
5/1/2026 Sequoia Financial Advisors LLC19,448$345K0.0%-3.8%0.006%
4/30/2026 Beacon Financial Group62,145$1.10M0.1%-8.6%0.018%
4/30/2026Kestra Advisory Services LLC2,425,646$43.06M0.2%+4.7%0.691%
4/29/2026ORBA Wealth Advisors L.L.C.176,798$3.14M3.7%-19.1%0.050%
4/28/2026 Appleton Partners Inc. MA235,270$4.18M0.3%+15.4%0.067%
4/28/2026Whittier Trust Co. of Nevada Inc.3,444$61K0.0%N/A0.001%
4/28/2026Ascentis Independent Advisors1,651$29K0.0%N/A0.000%
4/28/2026Stephens Inc. AR391,211$6.94M0.1%+13.9%0.112%
4/28/2026 LVZ Inc.31,534$560K0.1%+6.8%0.009%
4/28/2026Berger Financial Group Inc38,567$685K0.0%-1.5%0.011%
4/28/2026 Raleigh Capital Management Inc.1,687$30K0.0%-32.7%0.000%
4/28/2026NBT Bank N A NY3,705$66K0.0%+20,483.3%0.001%
4/28/2026 Paller Financial Services Inc59,235$1.05M0.9%-1.8%0.017%
4/28/2026Beacon Financial Advisory LLC47,183$838K0.2%N/A0.013%
4/27/2026 Altus Wealth Group LLC38,827$689K0.3%-5.6%0.011%
4/27/2026World Investment Advisors27,996$497K0.0%-3.1%0.008%
4/27/2026Private Advisor Group LLC305,134$5.42M0.0%-3.3%0.087%
4/27/2026Elevation Point Wealth Partners LLC213,218$3.79M0.1%+2.8%0.061%
4/27/2026 Sound Income Strategies LLC251,742$4.49M0.2%-4.7%0.072%
4/27/2026Prasad Wealth Partners LLC467,297$8.30M2.3%+4.0%0.133%
4/25/2026Patten Group Inc.107,935$1.92M0.3%-1.2%0.031%
4/25/2026Center for Wealth Management Advisory31,756$564K0.4%+33.1%0.009%
4/24/2026Prospect Financial Services LLC24,310$431K0.3%-9.7%0.007%
4/24/2026Essex LLC56,988$1.01M0.2%+8.0%0.016%
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4/24/2026Tcfg Wealth Management LLC32,738$581K0.2%N/A0.009%
4/24/2026 American Institute for Advanced Investment Management LLP28,350$503K0.3%+5.1%0.008%
4/24/2026 Walker Asset Management LLC111,485$1.98M1.1%-4.9%0.032%
4/24/2026 Columbia Advisory Partners LLC50,131$890K0.6%-6.3%0.014%
4/23/2026 Flagstar Advisors Inc.196,610$3.49M1.3%-9.1%0.056%
4/23/2026 Etesian Wealth Advisors Inc.127,010$2.25M0.7%-2.5%0.036%
4/22/2026 First Financial Group Corp22,485$399K0.3%-10.7%0.006%
4/22/2026Janney Montgomery Scott LLC1,155,368$20.51M0.1%-0.1%0.330%
4/22/2026 Realta Investment Advisors19,593$348K0.1%+9.2%0.006%
4/22/2026Merkkuri Wealth Advisors LLC5,170$92K0.1%N/A0.001%


FPE Institutional Ownership - Frequently Asked Questions

During the previous two years, 501 institutional investors and hedge funds held shares of First Trust Preferred Securities and Income ETF. The most heavily invested institutionals were Morgan Stanley ($970.24M), Royal Bank of Canada ($347.09M), LPL Financial LLC ($306.48M), Wells Fargo & Company MN ($290.26M), UBS Group AG ($174.31M), Raymond James Financial Inc. ($173.59M), and Bank of America Corp DE ($153.58M).Learn more on First Trust Preferred Securities and Income ETF's institutional investors.

Of the 431 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. ($9.67M), LPL Financial LLC ($6.52M), Bank of America Corp DE ($4.53M), Stonebridge Advisors LLC ($4.30M), Gallagher Fiduciary Advisors LLC ($3.47M), Ameriprise Financial Inc. ($3.17M), and Advisory Alpha LLC ($2.51M).

Institutional investors have bought a total of 33,178,745 shares in the last 24 months. This purchase volume represents approximately $600.02M in transactions.

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: Royal Bank of Canada ($5.67M), Arax Advisory Partners ($1.64M), Integrity Wealth Advisors Inc. ($1.47M), Stonebridge Advisors LLC ($920.48K), UBS Group AG ($647.60K), Ocean Park Asset Management LLC ($601.62K), and Barings LLC ($457.33K).

Institutional investors have sold a total of 16,449,604 shares in the last 24 months. This volume of shares sold represents approximately $297.07M in transactions.


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This page (NYSEARCA:FPE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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