Free Trial
→ Elon Musk’s $1 Quadrillion AI IPO (From Brownstone Research) (Ad)tc pixel Free FPE Stock Alerts

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

First Trust Preferred Securities and Income ETF logo
$18.10 +0.06 (+0.33%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
320
Total
Institutional Inflows
(last 12 months)
$754.29M
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$257.28M
Get FPE Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Preferred Securities and Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FPE Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/4/2026Empirical 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%
5/2/2026 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%
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%
4/25/2026 Patten Group Inc.107,935$1.92M0.3%-1.2%0.031%
4/25/2026 Center for Wealth Management Advisory31,756$564K0.4%+33.1%0.009%
4/24/2026 Prospect Financial Services LLC24,310$431K0.3%-9.7%0.007%
4/24/2026 Essex LLC56,988$1.01M0.2%+8.0%0.016%
4/24/2026 Tcfg 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%
4/22/2026 Janney 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%
4/22/2026 Merkkuri Wealth Advisors LLC5,170$92K0.1%N/A0.001%
4/22/2026 Econ Financial Services Corp180,142$3.20M1.5%+54.1%0.051%
4/21/2026 Falcon Wealth Planning1,514,417$26.88M1.8%+11.2%0.432%
4/21/2026 Independent Wealth Network Inc.87,627$1.56M0.5%-28.6%0.025%
4/21/2026 Silver Oak Securities Incorporated99,426$1.77M0.1%+27.5%0.028%
4/20/2026 Kestra Private Wealth Services LLC659,740$11.71M0.1%+5.4%0.188%
4/20/2026 Tanager Wealth Management LLP48,804$866K0.1%-4.6%0.014%
4/20/2026 RFG Advisory LLC184,631$3.28M0.1%+6.7%0.053%
4/18/2026 Vermillion Wealth Management Inc.24,986$444K0.2%-2.8%0.007%
4/17/2026 WealthBridge Capital Management LLC99,241$1.76M0.4%+7.9%0.028%
4/17/2026 Total Clarity Wealth Management Inc.14,621$260K0.1%N/A0.004%
4/17/2026 Cornell Pochily Investment Advisors Inc.16,380$291K0.1%-20.7%0.005%
4/17/2026 Summit Wealth Partners LLC19,207$341K0.1%-10.8%0.005%
4/17/2026 Brookstone Capital Management213,045$3.78M0.0%+12.5%0.061%
4/16/2026 Balboa Wealth Partners18,161$322K0.1%+40.1%0.005%
4/16/2026 Aurora Private Wealth Inc.25,075$457K0.3%-34.6%0.007%
4/16/2026 Freedom Financial Partners LLC40,165$713K0.3%+2.4%0.011%
4/16/2026 Park National Corp OH1,866,242$33.13M1.0%+4.8%0.533%
4/15/2026 Nations Financial Group Inc. IA ADV60,651$1.08M0.1%+3.9%0.017%
4/15/2026 Midwest Heritage Bank FSB475,098$8.43M2.7%+20.5%0.136%
4/15/2026 Aspen Investment Management Inc247,198$4.39M1.3%-0.3%0.071%
3/17/2026Rockefeller Capital Management L.P.2,211,426$40.29M0.1%+9.8%0.626%
3/13/2026 World Investment Advisors28,890$526K0.0%N/A0.008%
3/9/2026Corient Private Wealth LLC11,022$201K0.0%N/A0.003%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management2,470$45K0.0%N/A0.001%
2/20/2026Larch Capital Partners LLC287,112$5.23M0.7%N/A0.081%
2/20/2026Kinloch Capital LLC1,003,054$18.28M7.9%+72.8%0.284%
2/19/2026Corient Private Wealth LLC44,472$810K0.0%N/A0.013%
2/18/2026Mercer Global Advisors Inc. ADV152,319$2.78M0.0%-6.6%0.043%
2/18/2026Raymond James Financial Inc.9,527,406$173.59M0.1%+7.2%2.698%
2/18/2026Skyview Financial Group LLC212,196$3.87M4.0%N/A0.060%
2/18/2026Wealthspire Retirement LLC656,384$11.96M0.7%-11.6%0.186%
2/18/2026Beacon Pointe Advisors LLC123,413$2.25M0.0%+113.3%0.035%
2/18/2026FAS Wealth Partners Inc.77,930$1.42M0.1%+6.7%0.022%
2/18/2026NewEdge Advisors LLC103,767$1.89M0.0%-71.6%0.029%
2/18/2026XTX Topco Ltd10,856$198K0.0%N/A0.003%
2/18/2026Vines Capital Management LLC18,434$336K0.3%N/A0.005%
2/18/2026Prostatis Group LLC147,771$2.69M0.6%-3.5%0.042%
2/18/2026Readystate Asset Management LP54,117$986K0.0%N/A0.015%
2/18/2026Maia Wealth LLC41,283$757K0.1%-6.3%0.012%
2/18/2026Integrity Wealth Advisors Inc.664,866$12.17M8.3%-68.8%0.188%
2/18/2026 Evolve Private Wealth LLC187,861$3.42M0.2%N/A0.053%
2/17/2026Cetera Investment Advisers2,581,225$47.03M0.1%+8.3%0.731%
2/17/2026Equitable Holdings Inc.376,570$6.86M0.0%-5.1%0.107%
2/17/2026Kovack Advisors Inc.106,895$1.95M0.1%+17.4%0.030%
2/17/2026Osaic Holdings Inc.2,140,152$38.99M0.1%+2.6%0.606%
2/17/2026Advisory Services Network LLC60,470$1.10M0.0%+16.5%0.017%
2/17/2026 Private Advisor Group LLC315,551$5.75M0.0%-2.7%0.089%
2/17/2026Captrust Financial Advisors188,863$3.44M0.0%-12.6%0.053%
2/17/2026&PARTNERS668,735$12.21M0.1%+28.8%0.189%
2/17/2026Royal Bank of Canada23,530,537$428.73M0.1%-6.7%6.664%
2/16/2026MML Investors Services LLC561,244$10.23M0.0%+15.4%0.159%


FPE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPE shares?

During the previous two years, 504 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 ($428.73M), 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 ($138.76M).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 433 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), Stonebridge Advisors LLC ($4.35M), Bank of America Corp DE ($4.09M), Gallagher Fiduciary Advisors LLC ($3.47M), Ameriprise Financial Inc. ($3.17M), and Advisory Alpha LLC ($2.51M).

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

Institutional investors have bought a total of 41,939,811 shares in the last 24 months. This purchase volume represents approximately $754.29M in transactions.

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

Of the 211 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 ($1.70M), Arax Advisory Partners ($1.64M), Integrity Wealth Advisors Inc. ($1.48M), Stonebridge Advisors LLC ($920.48K), Park National Corp OH ($749.25K), UBS Group AG ($647.60K), and Ocean Park Asset Management LLC ($601.62K).

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

Institutional investors have sold a total of 14,210,025 shares in the last 24 months. This volume of shares sold represents approximately $257.28M in transactions.


Related Companies

This page (NYSEARCA:FPE) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel