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

$17.50

+0.04 (+0.23%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 230
Total Institutional Inflows (last 12 months): $524.39M

Number of Institutional Sellers (last 12 months): 220
Total Institutional Outflows (last 12 months): $306.33M

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FPE Institutional Buying and Selling by Quarter

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First Trust Preferred Securities and Income ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	1834 Investment Advisors Co.	44,511	$773K	0.1%	-2.9%	0.015%
7/27/2024	Strategic Blueprint LLC	46,099	$800K	0.1%	-4.9%	0.015%
7/26/2024	Harbour Investments Inc.	363,852	$6.32M	0.2%	-1.7%	0.119%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,306,342	$22.68M	0.1%	+3.0%	0.427%
7/26/2024	Aspen Investment Management Inc	216,683	$3.76M	1.9%	+0.8%	0.071%
7/26/2024	Patten Group Inc.	78,132	$1.36M	0.3%	+1.2%	0.026%
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7/26/2024	IMA Advisory Services Inc.	210,661	$3.66M	0.8%	+4.0%	0.069%
7/25/2024	First Heartland Consultants Inc.	40,034	$695K	0.0%	-85.2%	0.013%
7/25/2024	Cypress Capital Group	35,670	$619K	0.1%	-19.0%	0.012%
7/25/2024	Clear Creek Financial Management LLC	29,867	$518K	0.1%	-7.7%	0.010%
7/25/2024	Fullcircle Wealth LLC	75,943	$1.33M	0.6%	N/A	0.025%
7/25/2024	Red Cedar Investment Management LLC	48,657	$845K	0.1%	-37.3%	0.016%
7/25/2024	Etesian Wealth Advisors Inc.	174,227	$3.03M	1.7%	-7.0%	0.057%
7/24/2024	TrueWealth Advisors LLC	44,701	$776K	0.3%	+16.9%	0.015%
7/24/2024	Secure Asset Management LLC	23,278	$404K	0.1%	N/A	0.008%
7/24/2024	Diversified LLC	18,243	$317K	0.0%	-7.2%	0.006%
7/24/2024	LVZ Inc.	27,521	$478K	0.1%	-6.1%	0.009%
7/24/2024	&PARTNERS	45,784	$795K	0.0%	-4.8%	0.015%
7/22/2024	Atria Wealth Solutions Inc.	155,760	$2.71M	0.0%	+0.8%	0.051%
7/22/2024	Oak Harvest Investment Services	13,325	$231K	0.0%	N/A	0.004%
7/22/2024	Focus Financial Network Inc.	24,208	$427K	0.0%	+10.4%	0.008%
7/22/2024	SeaCrest Wealth Management LLC	17,359	$301K	0.0%	+59.3%	0.006%
7/20/2024	Raymond James Financial Services Advisors Inc.	5,552,458	$96.39M	0.1%	+2.9%	1.814%
7/19/2024	Western Wealth Management LLC	306,574	$5.32M	0.4%	+10.0%	0.100%
7/19/2024	Raymond James & Associates	3,307,479	$57.42M	0.0%	-0.8%	1.081%
7/19/2024	Stonebridge Advisors LLC	228,435	$3.97M	0.9%	+25.1%	0.075%
7/18/2024	Gradient Investments LLC	330,893	$5.74M	0.1%	-57.8%	0.108%
7/18/2024	Brookstone Capital Management	113,522	$2.00M	0.0%	+9.2%	0.037%
7/18/2024	Miracle Mile Advisors LLC	58,506	$1.02M	0.0%	-88.3%	0.019%
7/17/2024	Atticus Wealth Management LLC	20,753	$360K	0.1%	-30.4%	0.007%
7/17/2024	Quantum Private Wealth LLC	58,634	$1.02M	0.4%	-16.1%	0.019%
7/17/2024	Midwest Heritage Bank FSB	274,222	$4.76M	2.4%	+7.1%	0.090%
7/17/2024	DeDora Capital Inc.	12,748	$221K	0.1%	-4.4%	0.004%
7/17/2024	FSC Wealth Advisors LLC	2,172	$38K	0.0%	+85.3%	0.001%
7/17/2024	Aurora Private Wealth Inc.	16,770	$291K	0.3%	N/A	0.005%
7/17/2024	SteelPeak Wealth LLC	56,838	$987K	0.0%	+108.4%	0.019%
7/17/2024	AdvisorNet Financial Inc	11,162	$194K	0.0%	-5.6%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	110,370	$1.92M	0.0%	+478.6%	0.036%
7/16/2024	Edmonds Duncan Registered Investment Advisors LLC	148,030	$2.57M	0.6%	-1.3%	0.048%
7/16/2024	TRUE Private Wealth Advisors	18,936	$329K	0.0%	+5.5%	0.006%
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7/16/2024	ORBA Wealth Advisors L.L.C.	428,400	$7.44M	3.8%	+6.5%	0.140%
7/16/2024	Mainsail Financial Group LLC	120,422	$2.09M	1.2%	+31.6%	0.039%
7/16/2024	Wealth Enhancement Advisory Services LLC	530,951	$9.22M	0.0%	-17.5%	0.173%
7/16/2024	Burke & Herbert Bank & Trust Co.	24,688	$429K	0.1%	N/A	0.008%
7/15/2024	Dynamic Advisor Solutions LLC	68,122	$1.18M	0.0%	+14.8%	0.022%
7/15/2024	Transform Wealth LLC	720,200	$12.50M	0.9%	+8.3%	0.235%
7/15/2024	Fifth Third Securities Inc.	39,665	$689K	0.1%	N/A	0.013%
7/15/2024	Park National Corp OH	3,184,324	$55.28M	2.0%	-2.4%	1.040%
7/15/2024	Newman Dignan & Sheerar Inc.	324,913	$5.64M	1.5%	-1.7%	0.106%
7/15/2024	RFG Advisory LLC	143,734	$2.50M	0.1%	+32.3%	0.047%
7/15/2024	Prospect Financial Services LLC	53,033	$921K	0.7%	+9.1%	0.017%
7/15/2024	Choice Wealth Advisors LLC	296,720	$5.15M	2.7%	+2.8%	0.097%
7/13/2024	Quad Cities Investment Group LLC	425,897	$7.39M	4.1%	+3.7%	0.139%
7/13/2024	Kraematon Investment Advisors Inc.	41,203	$715K	0.7%	-5.8%	0.013%
7/13/2024	MJP Associates Inc. ADV	43,312	$752K	0.2%	-6.0%	0.014%
7/12/2024	Sound Income Strategies LLC	285,750	$4.96M	0.3%	+5.4%	0.093%
7/12/2024	Howard Financial Services LTD.	352,511	$6.12M	1.0%	+42.2%	0.115%
7/12/2024	Twelve Points Wealth Management LLC	360,710	$6.26M	2.2%	+23.5%	0.118%
7/12/2024	Opal Wealth Advisors LLC	1,475	$26K	0.0%	N/A	0.000%
7/12/2024	Lion Street Advisors LLC	57,716	$1.00M	0.4%	-8.2%	0.019%
7/12/2024	Walker Asset Management LLC	131,810	$2.29M	1.5%	-2.6%	0.043%
7/12/2024	Capital Investment Advisors LLC	17,916	$311K	0.0%	-32.3%	0.006%
7/12/2024	DHJJ Financial Advisors Ltd.	5,820	$101K	0.0%	-32.0%	0.002%
7/10/2024	Csenge Advisory Group	552,886	$9.60M	0.5%	+3.4%	0.181%
7/10/2024	Gill Capital Partners LLC	200,084	$3.47M	1.3%	-1.9%	0.065%
7/10/2024	Mid American Wealth Advisory Group Inc.	246,622	$4.28M	2.7%	-5.7%	0.081%
7/10/2024	NBC Securities Inc.	82,505	$1.43M	0.1%	+5.4%	0.027%
7/10/2024	CWM LLC	150,988	$2.62M	0.0%	-8.2%	0.049%
7/9/2024	Park Avenue Securities LLC	188,098	$3.27M	0.0%	+10.9%	0.061%
7/9/2024	Kingswood Wealth Advisors LLC	29,622	$514K	0.0%	+66.0%	0.010%
7/9/2024	Marion Wealth Management	295,265	$5.13M	1.5%	+3.2%	0.096%
7/8/2024	RVW Wealth LLC	17,777	$309K	0.0%	-6.8%	0.006%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	2,814	$49K	0.0%	N/A	0.001%
6/28/2024	Bright Futures Wealth Management LLC.	101,573	$1.76M	0.9%	N/A	0.033%
5/29/2024	Soltis Investment Advisors LLC	34,256	$593K	0.1%	-21.7%	0.011%
5/24/2024	Cetera Advisors LLC	371,252	$6.43M	0.1%	+188.2%	0.121%
5/24/2024	Cetera Investment Advisers	1,141,966	$19.78M	0.0%	+194.9%	0.373%
5/23/2024	ARQ Wealth Advisors LLC	69,407	$1.20M	0.5%	N/A	0.023%
5/21/2024	LRI Investments LLC	50,449	$870K	0.1%	N/A	0.016%
5/20/2024	Independent Wealth Network Inc.	104,455	$1.81M	0.8%	-1.2%	0.034%
5/17/2024	Jaffetilchin Investment Partners LLC	66,647	$1.15M	0.1%	-13.6%	0.022%
5/17/2024	Comerica Bank	422,159	$7.31M	0.0%	-8.5%	0.138%
5/16/2024	B. Riley Wealth Advisors Inc.	171,273	$2.74M	0.1%	+673.4%	0.056%
5/16/2024	Icon Wealth Advisors LLC	152,411	$2.64M	0.2%	-10.3%	0.050%
5/16/2024	Waverly Advisors LLC	670,303	$11.61M	0.3%	N/A	0.219%
5/16/2024	Kinloch Capital LLC	345,421	$5.98M	3.1%	+33.3%	0.113%
5/15/2024	Kestra Advisory Services LLC	2,134,429	$36.97M	0.2%	+4.9%	0.697%
5/15/2024	LRI Investments LLC	50,449	$870K	0.1%	N/A	0.016%
5/15/2024	Quadrature Capital Ltd	16,535	$286K	0.0%	N/A	0.005%
5/14/2024	Commonwealth Financial Services LLC	55,582	$937K	0.2%	N/A	0.018%
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5/14/2024	Northwest Wealth Management LLC	45,184	$783K	0.2%	-42.3%	0.015%
5/14/2024	Owen LaRue LLC	16,310	$282K	0.2%	-20.5%	0.005%
5/13/2024	Ameritas Investment Partners Inc.	29,827	$517K	0.0%	N/A	0.010%
5/11/2024	Trustmark National Bank Trust Department	216,232	$3.75M	0.3%	-17.3%	0.071%
5/11/2024	Ironwood Investment Counsel LLC	500,669	$8.67M	1.5%	+27.5%	0.164%
5/10/2024	Osaic Holdings Inc.	1,948,087	$33.74M	0.1%	+5.7%	0.637%
5/10/2024	Wintrust Investments LLC	356,745	$6.18M	0.5%	+5.7%	0.117%
5/9/2024	Private Portfolio Partners LLC	35,723	$619K	0.1%	-10.7%	0.012%
5/9/2024	Kingsview Wealth Management LLC	88,756	$1.54M	0.0%	-0.9%	0.029%
5/8/2024	Darden Wealth Group Inc	132,739	$2.30M	1.8%	+20.9%	0.043%

(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, 469 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 ($321.23M), Wells Fargo & Company MN ($178.58M), LPL Financial LLC ($171.58M), UBS Group AG ($165.10M), Bank of America Corp DE ($119.21M), and Raymond James Financial Services Advisors Inc. ($96.39M).Learn more on FPE's institutional investors.
Which institutional investors have been buying First Trust Preferred Securities and Income ETF stock?: Of the 373 institutional investors that purchased First Trust Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Royal Bank of Canada ($3.77M), Stonebridge Advisors LLC ($3.69M), State of Tennessee Treasury Department ($3.34M), Janney Montgomery Scott LLC ($3.14M), OLD Mission Capital LLC ($2.98M), HighTower Advisors LLC ($2.58M), and LPL Financial LLC ($1.84M).
How much institutional buying is happening at First Trust Preferred Securities and Income ETF?: Institutional investors have bought a total of 69,361,879 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Which First Trust Preferred Securities and Income ETF major shareholders have been selling company stock?: Of the 329 institutional investors that sold First Trust Preferred Securities and Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($5.74M), UBS Group AG ($4.73M), Miracle Mile Advisors LLC ($2.72M), Raymond James Financial Services Advisors Inc. ($2.61M), Stonebridge Advisors LLC ($2.19M), Flaharty Asset Management LLC ($1.91M), and International Assets Investment Management LLC ($1.71M).
How much institutional selling is happening at First Trust Preferred Securities and Income ETF?: Institutional investors have sold a total of 57,315,074 shares in the last 24 months. This volume of shares sold represents approximately $954.72M in transactions.