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

-0.04 (-0.23%)
(As of 05/22/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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FPE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 LRI Investments LLC50,449$870K0.1%N/A0.016%
5/20/2024 Independent Wealth Network Inc.104,455$1.81M0.8%-1.2%0.034%
5/17/2024 Jaffetilchin Investment Partners LLC66,647$1.15M0.1%-13.6%0.022%
5/17/2024 Comerica Bank422,159$7.31M0.0%-8.5%0.138%
5/16/2024 B. Riley Wealth Advisors Inc.171,273$2.74M0.1%+673.4%0.056%
5/16/2024 Icon Wealth Advisors LLC152,411$2.64M0.2%-10.3%0.050%
5/16/2024 Waverly Advisors LLC670,303$11.61M0.3%N/A0.219%
5/16/2024 Kinloch Capital LLC345,421$5.98M3.1%+33.3%0.113%
5/15/2024 Kestra Advisory Services LLC2,134,429$36.97M0.2%+4.9%0.697%
5/15/2024 LRI Investments LLC50,449$870K0.1%N/A0.016%
5/15/2024 Quadrature Capital Ltd16,535$286K0.0%N/A0.005%
5/14/2024 Commonwealth Financial Services LLC55,582$937K0.2%N/A0.018%
5/14/2024 Northwest Wealth Management LLC45,184$783K0.2%-42.3%0.015%
5/14/2024 Owen LaRue LLC16,310$282K0.2%-20.5%0.005%
5/13/2024 Ameritas Investment Partners Inc.29,827$517K0.0%N/A0.010%
5/11/2024 Trustmark National Bank Trust Department216,232$3.75M0.3%-17.3%0.071%
5/11/2024 Ironwood Investment Counsel LLC500,669$8.67M1.5%+27.5%0.164%
5/10/2024 Osaic Holdings Inc.1,948,087$33.74M0.1%+5.7%0.637%
5/10/2024 Wintrust Investments LLC356,745$6.18M0.5%+5.7%0.117%
5/9/2024 Private Portfolio Partners LLC35,723$619K0.1%-10.7%0.012%
5/9/2024 Kingsview Wealth Management LLC88,756$1.54M0.0%-0.9%0.029%
5/8/2024 Darden Wealth Group Inc132,739$2.30M1.8%+20.9%0.043%
5/8/2024 Avantax Advisory Services Inc.331,142$5.74M0.1%+10.3%0.108%
5/8/2024 US Bancorp DE45,419$787K0.0%-4.5%0.015%
5/7/2024 Concurrent Investment Advisors LLC262,331$4.54M0.2%+39.3%0.086%
5/7/2024 Oppenheimer & Co. Inc.366,247$6.34M0.1%+14.1%0.119%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,057,119$18.31M0.6%+0.3%0.345%
5/6/2024 Envestnet Portfolio Solutions Inc.19,076$330K0.0%N/A0.006%
5/6/2024 Gill Capital Partners LLC204,056$3.47M1.4%-7.1%0.067%
5/6/2024 Gallacher Capital Management LLC98,962$1.71M0.9%-7.2%0.032%
5/6/2024 Advisory Alpha LLC220,533$3.82M0.2%-2.3%0.072%
5/4/2024 SPC Financial Inc.66,072$1.14M0.1%-10.1%0.022%
5/4/2024 Essex LLC68,017$1.18M0.3%-3.2%0.022%
5/4/2024 Csenge Advisory Group534,780$9.26M0.5%+7.0%0.174%
5/3/2024 Avidian Wealth Solutions LLC696,906$12.07M0.6%+24.2%0.227%
5/2/2024 Diversified LLC19,668$341K0.0%+67.7%0.006%
5/2/2024 Summit Financial Wealth Advisors LLC27,146$470K0.1%-2.3%0.009%
5/1/2024 Blackhawk Capital Partners LLC.141,206$2.45M1.5%-5.8%0.046%
5/1/2024 1834 Investment Advisors Co.45,835$794K0.1%-66.1%0.015%
5/1/2024 Janney Montgomery Scott LLC1,791,800$31.03M0.1%+22.0%0.584%
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5/1/2024 ORBA Wealth Advisors L.L.C.402,242$6.97M3.9%+4.0%0.131%
5/1/2024 Flynn Zito Capital Management LLC193,723$3.36M1.7%+1.9%0.063%
4/30/2024 Private Advisor Group LLC524,533$9.09M0.1%+8.5%0.171%
4/30/2024 J.W. Cole Advisors Inc.71,649$1.24M0.1%-8.6%0.023%
4/30/2024 WealthBridge Capital Management LLC75,238$1.30M0.4%+5.3%0.025%
4/29/2024Commonwealth Equity Services LLC1,295,885$22.45M0.0%+6.1%0.422%
4/29/2024 FAS Wealth Partners Inc.80,978$1.40M0.1%-7.2%0.026%
4/29/2024 Benjamin F. Edwards & Company Inc.125,443$2.17M0.0%-1.9%0.041%
4/29/2024 Newman Dignan & Sheerar Inc.330,399$5.72M1.5%+1.0%0.108%
4/26/2024 Aspen Investment Management Inc214,872$3.72M1.9%+0.6%0.070%
4/26/2024 UMB Bank n.a.32,462$562K0.0%-27.0%0.011%
4/26/2024 Clear Creek Financial Management LLC32,346$560K0.1%N/A0.011%
4/26/2024 Chicago Partners Investment Group LLC353,246$6.03M0.3%+5.6%0.115%
4/26/2024 TI Trust Inc.18,024$312K0.2%-6.4%0.006%
4/26/2024 Tritonpoint Wealth LLC43,650$756K0.1%+41.0%0.014%
4/26/2024 Bogart Wealth LLC2,050$36K0.0%N/A0.001%
4/25/2024 Mendota Financial Group LLC12,755$221K0.1%-86.1%0.004%
4/25/2024 TRUE Private Wealth Advisors17,953$311K0.0%+24.4%0.006%
4/25/2024 Schnieders Capital Management LLC22,590$391K0.1%-3.6%0.007%
4/25/2024 Glassy Mountain Advisors Inc.345,241$5.98M2.3%+6.0%0.113%
4/25/2024 Capital Investment Advisory Services LLC135,567$2.35M0.3%+5.7%0.044%
4/25/2024 Triumph Capital Management490,004$8.53M3.5%-4.0%0.160%
4/25/2024 IMA Wealth Inc.202,563$3.51M1.7%-2.5%0.066%
4/25/2024 Summit Financial LLC59,562$1.03M0.1%-30.8%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.1,268,246$21.97M0.1%+1.8%0.413%
4/24/2024 Private Trust Co. NA82,967$1.44M0.2%-18.4%0.027%
4/24/2024 Family Legacy Inc.280,276$4.85M1.7%-0.4%0.091%
4/24/2024 Trinity Legacy Partners LLC950,065$16.46M4.8%+32.8%0.310%
4/24/2024 NBT Bank N A NY4,825$84K0.0%-13.9%0.002%
4/24/2024 Midwest Heritage Bank FSB256,077$4.44M2.3%+17.8%0.083%
4/23/2024 Global Retirement Partners LLC18,906$327K0.0%+9.9%0.006%
4/23/2024 Cornell Pochily Investment Advisors Inc.55,724$965K0.4%-3.0%0.018%
4/23/2024 Twin Peaks Wealth Advisors LLC287,804$4.99M2.8%+2.2%0.094%
4/23/2024 Nations Financial Group Inc. IA ADV11,609$201K0.0%+9.6%0.004%
4/23/2024 Gradient Investments LLC783,554$13.57M0.3%+12.1%0.255%
4/23/2024 TrueWealth Advisors LLC38,253$663K0.3%+4.4%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.5,394,476$93.43M0.1%+7.8%1.759%
4/23/2024 Prospect Financial Services LLC48,626$842K0.7%+91.1%0.016%
4/22/2024 Strategic Financial Concepts LLC110,692$1.92M0.5%+14.8%0.036%
4/22/2024 American Financial Advisors LLC13,217$229K0.0%-20.6%0.004%
4/22/2024 PFG Investments LLC17,090$296K0.0%+6.6%0.006%
4/22/2024 Raymond James & Associates3,334,448$57.75M0.0%+7.5%1.087%
4/22/2024 Everpar Advisors LLC19,698$341K0.2%-36.8%0.006%
4/19/2024 Mainsail Financial Group LLC91,540$1.59M1.1%+4.3%0.028%
4/19/2024 Hudson Capital Management LLC16,208$281K0.1%-91.1%0.005%
4/19/2024 Lake Street Private Wealth LLC143,776$2.49M0.3%+10.5%0.043%
4/19/2024 OMNI 360 Wealth Inc.24,639$427K0.3%-8.7%0.007%
4/18/2024 SeaCrest Wealth Management LLC10,897$189K0.0%-18.4%0.003%
4/18/2024 Naviter Wealth LLC180,620$3.13M0.5%-2.2%0.054%
4/18/2024 Measured Wealth Private Client Group LLC58,336$1.01M0.4%-1.1%0.018%
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4/18/2024 Woodmont Investment Counsel LLC10,048$174K0.0%N/A0.003%
4/18/2024 Synergy Asset Management LLC424,860$7.36M1.2%N/A0.128%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC149,957$2.60M0.6%+0.6%0.045%
4/18/2024 Claro Advisors LLC19,911$345K0.1%-13.8%0.006%
4/18/2024 Choice Wealth Advisors LLC288,588$5.00M3.0%-0.2%0.087%
4/18/2024 Miracle Mile Advisors LLC501,622$8.69M0.2%-28.9%0.151%
4/18/2024 SteelPeak Wealth LLC27,279$472K0.0%+50.4%0.008%
4/17/2024 Burns J W & Co. Inc. NY18,025$312K0.0%-27.7%0.005%
4/16/2024 Toth Financial Advisory Corp159,870$2.77M0.3%+5.8%0.048%
4/16/2024 Indiana Trust & Investment Management CO2,546$44K0.0%N/A0.001%
(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, 471 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. ($93.43M).Learn more on FPE's institutional investors.

Which institutional investors have been buying First Trust Preferred Securities and Income ETF stock?

Of the 370 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: Walker Asset Management LLC ($14.47M), Royal Bank of Canada ($3.77M), Stonebridge Advisors LLC ($3.64M), State of Tennessee Treasury Department ($3.34M), Janney Montgomery Scott LLC ($3.14M), OLD Mission Capital LLC ($2.98M), and HighTower Advisors LLC ($2.58M).

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

Institutional investors have bought a total of 84,543,898 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

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

Of the 338 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 ($5.63M), UBS Group AG ($4.73M), Gradient Investments LLC ($4.05M), Raymond James Financial Services Advisors Inc. ($2.61M), Miracle Mile Advisors LLC ($2.36M), Stonebridge Advisors LLC ($2.19M), and Flaharty Asset Management LLC ($1.91M).

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

Institutional investors have sold a total of 65,588,961 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.

This page (NYSEARCA:FPE) was last updated on 5/23/2024 by Staff

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