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

First Trust Preferred Securities and Income ETF logo
$17.64 +0.02 (+0.11%)
As of 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)
279
Total
Institutional Inflows
(last 12 months)
$479.76M
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$272.72M
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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
8/25/2026 Kingsbury Capital Investment Advisors LLC106,305$1.90M1.6%+3.5%0.030%
8/23/2026 Tanager Wealth Management LLP49,731$889K0.1%+1.9%0.014%
8/23/2026 PCG Wealth Advisors LLC64,074$1.15M0.3%+14.9%0.018%
8/23/2026 Midwest Heritage Bank FSB495,910$8.87M2.5%+4.4%0.139%
8/23/2026 Kraematon Investment Advisors Inc.58,705$1.05M0.8%+5.4%0.017%
8/23/2026 Asset Allocation Strategies LLC210,538$3.76M0.6%N/A0.059%
8/22/2026 Timbuktu Capital Management LLC1,500$27K0.0%N/A0.000%
8/22/2026 BAM Wealth Management LLC25,632$458K0.3%+40.2%0.007%
8/22/2026 Tudor Financial Inc.49,937$893K0.4%+12,139.5%0.014%
8/22/2026 Concurrent Investment Advisors LLC862,964$15.43M0.1%+54.1%0.243%
8/21/2026 Triumph Capital Management326,283$5.83M1.0%+5.3%0.092%
8/20/2026 Gill Capital Partners LLC101,248$1.81M0.5%-1.9%0.028%
8/13/2026 Capital Square LLC13,390$240K0.1%N/A0.004%
8/12/2026 Compass Financial Management LLC141,840$2.54M0.3%N/A0.040%
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%
6/3/2026 Parallel 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%
5/19/2026 Western Wealth Management LLC249,857$4.44M0.2%-8.7%0.071%
5/19/2026 Bank of America Corp DE8,652,282$153.58M0.0%+5.4%2.458%
5/19/2026 Centaurus Financial Inc.23,461$416K0.0%+18.8%0.007%
5/19/2026 Arkadios Wealth Advisors58,634$1.04M0.0%+6.0%0.017%
5/19/2026 IFS Group LLC24,036$427K0.4%N/A0.007%
5/18/2026 Readystate Asset Management LP59,326$1.05M0.0%+9.6%0.017%
5/18/2026 ROI Financial Advisors LLC121,936$2.16M1.3%+2.6%0.035%
5/18/2026 Royal Bank of Canada19,554,291$347.09M0.1%-16.9%5.554%
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5/16/2026 Excelsior Advisor Network LLC11,453$203K0.1%N/A0.003%
5/15/2026 Gateway Wealth Partners LLC41,238$732K0.0%+115.7%0.012%
5/15/2026 Everest Financial Group LLC17,100$304K0.1%N/A0.005%
5/15/2026 Matrix Private Capital Group LLC34,109$605K0.3%N/A0.010%
5/15/2026 Waverly Advisors LLC804,883$14.29M0.1%+3.6%0.229%
5/14/2026 Hilltop Holdings Inc.10,890$193K0.0%N/A0.003%
5/13/2026 Cetera Investment Advisers2,964,486$52.62M0.1%+14.8%0.842%
5/13/2026 Measured Wealth Private Client Group LLC7,515$133K0.0%-20.5%0.002%
5/13/2026 NewEdge Wealth LLC21,419$380K0.0%-18.9%0.006%
5/13/2026 First Trust Advisors LP331,053$5.88M0.0%-4.9%0.094%
5/8/2026 PNC 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%
5/7/2026 Parallel Advisors LLC84,729$1.50M0.0%-1.4%0.024%
5/7/2026 Ironwood Investment Counsel LLC346,152$6.14M0.9%+40.3%0.098%
5/6/2026 IMA Advisory Services Inc.340,868$6.05M0.6%+3.4%0.097%
5/6/2026 Simon Quick Advisors LLC30,636$544K0.0%N/A0.009%
5/6/2026 Juno Financial Group LLC323,559$5.74M2.3%+6.0%0.092%
5/6/2026 Assetmark Inc.2,275$40K0.0%-83.2%0.001%
5/6/2026 Gallacher Capital Management LLC127,068$2.26M0.9%-4.0%0.036%
5/6/2026 Barings LLC165,116$2.93M0.0%-5.7%0.047%
5/6/2026 SteelPeak Wealth LLC20,387$362K0.0%-26.6%0.006%
5/6/2026 Oder Investment Management LLC40,658$722K0.6%+3.5%0.012%
5/6/2026 Independent Financial Group LLC72,808$1.29M0.0%N/A0.021%
5/6/2026 Prosperity Consulting Group LLC205,044$3.64M0.2%-1.4%0.058%
5/5/2026 D.A. Davidson & CO.206,493$3.67M0.0%+1.3%0.059%
5/5/2026 Bank of New York Mellon Corp11,438$203K0.0%-40.4%0.003%
5/5/2026 Seros Financial LLC518,453$9.20M5.9%+1.9%0.147%
5/5/2026 Geneos Wealth Management Inc.92,359$1.64M0.0%+57.1%0.026%
5/5/2026 NFSG Corp1,861$33K0.0%-68.3%0.001%
5/5/2026 Ethos Financial Group LLC151,554$2.69M0.2%N/A0.043%
5/5/2026 SouthState Bank Corp5,000$89K0.0%N/A0.001%
5/5/2026 Sigma Planning Corp260,198$4.62M0.1%+6.5%0.074%
5/5/2026 Avantax Planning Partners Inc.125,137$2.22M0.1%+31.4%0.036%
5/4/2026 Milestones 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%
5/4/2026 Archer Investment Corp115,836$2.06M0.4%-13.0%0.033%
5/4/2026 Chicago 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%
5/2/2026 Valmark Advisers Inc.285,818$5.07M0.1%+3.8%0.081%
5/1/2026 Fifth 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%
4/30/2026 Kestra Advisory Services LLC2,425,646$43.06M0.2%+4.7%0.691%
4/29/2026 ORBA 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%
4/28/2026 Whittier Trust Co. of Nevada Inc.3,444$61K0.0%N/A0.001%
4/28/2026 Ascentis Independent Advisors1,651$29K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR391,211$6.94M0.1%+13.9%0.112%
4/28/2026 LVZ Inc.31,534$560K0.1%+6.8%0.009%
4/28/2026 Berger Financial Group Inc38,567$685K0.0%-1.5%0.011%
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4/28/2026 Raleigh Capital Management Inc.1,687$30K0.0%-32.7%0.000%
4/28/2026 NBT 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%
4/28/2026 Beacon Financial Advisory LLC47,183$838K0.2%N/A0.013%
4/27/2026 Altus Wealth Group LLC38,827$689K0.3%-5.6%0.011%
4/27/2026 World Investment Advisors27,996$497K0.0%-3.1%0.008%
4/27/2026 Private Advisor Group LLC305,134$5.42M0.0%-3.3%0.087%
4/27/2026 Elevation 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%
4/27/2026 Prasad Wealth Partners LLC467,297$8.30M2.3%+4.0%0.133%


FPE Institutional Ownership - Frequently Asked Questions

During the previous two years, 496 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 429 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 ($6.16M), Bank of America Corp DE ($4.53M), Stonebridge Advisors LLC ($4.30M), Gallagher Fiduciary Advisors LLC ($3.47M), Ameriprise Financial Inc. ($3.17M), and Integrity Wealth Advisors Inc. ($2.23M).

Institutional investors have bought a total of 26,418,615 shares in the last 24 months. This purchase volume represents approximately $479.76M in transactions.

Of the 170 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 ($431.03K).

Institutional investors have sold a total of 15,081,894 shares in the last 24 months. This volume of shares sold represents approximately $272.72M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FPE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/25/2026. New 13F filings are added each quarter as they're published.
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