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

$20.46
-0.02 (-0.10 %)
(As of 02/19/2020 05:58 AM ET)
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Today's Range
$20.43
Now: $20.46
$20.49
50-Day Range
$20.06
MA: $20.27
$20.48
52-Week Range
$18.75
Now: $20.46
$20.49
Volume1.90 million shs
Average Volume1.65 million shs
Market Capitalization$5.55 billion
P/E RatioN/A
Dividend Yield5.22%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

First Trust Preferred Securities and Income ETF (NYSEARCA FPE) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/18/2020Equitable Holdings Inc.120,879$2.43M0.0%N/A0.045%
2/18/2020IHT Wealth Management LLC125,686$2.52M0.3%+47.2%0.046%
2/18/2020Belpointe Asset Management LLC17,656$0.35M0.0%-18.4%0.007%
2/17/2020Baird Financial Group Inc.618,596$12.42M0.0%+9.3%0.228%
2/17/2020Ladenburg Thalmann Financial Services Inc.662,472$13.35M0.1%-0.8%0.244%
2/14/2020Advisors Asset Management Inc.13,707$0.28M0.0%+41.4%0.005%
2/14/2020Orion Portfolio Solutions LLC3,158$63K0.0%N/A0.001%
2/14/2020B. Riley Wealth Management Inc.355,580$7.14M1.1%+20.8%0.131%
2/14/2020Jane Street Group LLC328,106$6.59M0.0%+111.5%0.121%
2/14/2020BHF RG Capital Inc.139,330$2.80M2.9%N/A0.051%
2/14/2020Bank of America Corp DE7,937,270$159.30M0.0%+12.1%2.942%
2/14/2020UBS Group AG9,409,790$188.85M0.1%+15.9%3.488%
2/14/2020BEAM Asset Management LLC16,087$0.32M0.3%N/A0.006%
2/13/2020Sequoia Financial Advisors LLC24,455$0.49M0.0%N/A0.009%
2/13/2020Americana Partners LLC63,050$1.27M0.7%N/A0.023%
2/13/2020Northwestern Mutual Wealth Management Co.20,587$0.41M0.0%+6.9%0.008%
2/13/2020Stifel Financial Corp1,063,184$21.31M0.0%+5.3%0.395%
2/13/2020Thrivent Financial for Lutherans44,008$0.88M0.0%N/A0.016%
2/13/2020ACG Wealth14,096$0.28M0.0%N/A0.005%
2/13/2020Migdal Insurance & Financial Holdings Ltd.14,610$0.29M0.0%-93.9%0.005%
2/13/2020STA Wealth Management LLC293,961$5.90M0.8%N/A0.109%
2/13/2020Pensionmark Financial Group LLC19,278$0.39M0.2%+8.6%0.007%
2/13/2020Financial Advocates Investment Management58,366$1.17M0.1%-9.8%0.022%
2/13/2020Renaissance Technologies LLC700,799$14.07M0.0%+54.4%0.260%
2/12/2020Credit Suisse AG397,568$7.98M0.0%+198.0%0.148%
2/12/2020Gladstone Institutional Advisory LLC42,676$0.86M0.2%+54.3%0.016%
2/12/2020Soltis Investment Advisors LLC170,382$3.42M0.7%N/A0.063%
2/12/2020Advisor Group Inc.947,420$19.02M0.1%+21.2%0.352%
2/12/2020Prospera Financial Services Inc155,096$3.11M0.2%+14.4%0.058%
2/12/2020Raymond James & Associates1,846,869$37.07M0.0%+11.8%0.687%
2/12/2020Moser Wealth Advisors LLC36,300$0.73M0.7%N/A0.014%
2/12/2020Raymond James Financial Services Advisors Inc.2,982,753$59.86M0.2%+11.9%1.109%
2/12/2020Citigroup Inc.135,590$2.72M0.0%+27.4%0.050%
2/12/2020United Asset Strategies Inc.23,466$0.47M0.1%+8.3%0.009%
2/12/2020Wealthsource Partners LLC17,048$0.34M0.0%-6.7%0.006%
2/12/2020RPg Family Wealth Advisory LLC24,744$0.50M0.3%-9.9%0.009%
2/11/2020Atlas Private Wealth Management221,165$4.44M3.4%N/A0.082%
2/11/2020Atria Investments LLC101,866$2.04M0.1%+13.3%0.038%
2/11/2020Capital One National Association50,718$1.02M0.1%N/A0.019%
2/11/2020Whitnell & Co.46,201$0.93M0.3%+163.0%0.017%
2/11/2020Eaton Vance Management4,344,046$87.19M0.2%-17.9%1.622%
2/11/2020Envestnet Asset Management Inc.726,534$14.58M0.0%+18.6%0.271%
2/11/2020Mid Atlantic Financial Management Inc. ADV38,108$0.77M0.1%+45.2%0.014%
2/11/2020Mutual Advisors LLC192,561$3.87M0.4%-2.5%0.072%
2/11/2020Global Financial Private Capital Inc4,085$82K0.0%-12.5%0.002%
2/11/2020Vivaldi Capital Management LLC580,573$11.65M2.8%+1.8%0.217%
2/11/2020QP Wealth Management LLC77,143$1.56M1.9%N/A0.029%
2/10/2020Western Wealth Management LLC113,734$2.28M0.3%+69.6%0.042%
2/10/2020Smith Capital Management Inc. AR ADV63,915$1.28M0.8%+6.2%0.024%
2/10/2020Almanack Investment Partners LLC.23,664$0.48M0.1%-43.1%0.009%
2/10/2020M Holdings Securities Inc.32,001$0.64M0.2%-1.9%0.012%
2/10/2020National Asset Management Inc.33,816$0.68M0.1%-8.6%0.013%
2/10/2020Quantitative Advantage LLC77,219$1.55M0.4%+13.9%0.029%
2/10/2020Miracle Mile Advisors LLC31,649$0.64M0.0%+33.2%0.012%
2/10/2020Blue Sky Asset Management LLC158,587$3.18M0.9%N/A0.059%
2/10/2020First Allied Advisory Services Inc.120,982$2.43M0.1%-29.4%0.045%
2/10/2020Karp Capital Management Corp480,949$9.65M2.5%+13.4%0.180%
2/10/2020Ironwood Investment Counsel LLC39,558$0.79M0.3%+160.5%0.015%
2/10/2020Strategic Wealth Advisors Group LLC57,991$1.16M0.1%+37.3%0.022%
2/10/2020Private Advisor Group LLC206,162$4.14M0.1%+17.3%0.077%
2/10/2020Cetera Advisors LLC96,723$1.94M0.1%+0.9%0.036%
2/10/2020Cetera Investment Advisers248,588$4.99M0.5%+34.2%0.093%
2/10/2020Cetera Advisor Networks LLC384,280$7.70M0.2%+0.4%0.144%
2/7/2020Rockefeller Capital Management L.P.9,734$0.20M0.0%N/A0.004%
2/7/2020SRS Capital Advisors Inc.795,664$15.97M4.6%+0.5%0.298%
2/7/2020M&T Bank Corp31,671$0.64M0.0%-2.5%0.012%
2/7/2020WESPAC Advisors LLC204,955$4.11M4.0%-1.7%0.077%
2/7/2020Lincoln National Corp222,302$4.46M0.1%+18.0%0.083%
2/7/2020Capital Square LLC11,057$0.22M0.2%N/A0.004%
2/7/2020TI Trust Inc.14,510$0.29M0.3%N/A0.005%
2/7/2020HCR Wealth Advisors699,508$14.04M3.4%+816.8%0.262%
2/7/2020Comerica Bank334,025$6.77M0.1%+42.2%0.125%
2/7/2020Legacy Wealth Partners Inc.21,389$0.44M0.3%N/A0.008%
2/7/2020Independent Advisor Alliance94,525$1.90M0.1%N/A0.035%
2/7/2020Oppenheimer & Co. Inc.31,568$0.63M0.0%+16.5%0.012%
2/7/2020Stonebridge Financial Planning Group LLC86,809$1.74M1.6%N/A0.033%
2/7/2020Lido Advisors LLC67,797$1.36M0.1%-65.4%0.025%
2/7/2020PNC Financial Services Group Inc.204,149$4.10M0.0%+3.4%0.077%
2/7/2020Sowell Financial Services LLC17,634$0.35M0.0%+141.4%0.007%
2/6/2020CLS Investments LLC148,500$2.98M0.1%N/A0.056%
2/6/2020Benjamin F. Edwards & Company Inc.162,865$3.27M0.2%+7.0%0.061%
2/6/2020Benjamin Edwards Inc.111,420$2.24M4.6%+2.4%0.042%
2/6/2020Synovus Financial Corp10,350$0.21M0.0%N/A0.004%
2/6/2020Steel Peak Wealth Management LLC56,717$1.14M0.2%N/A0.021%
2/6/2020Signature Estate & Investment Advisors LLC179,182$3.60M0.2%-1.5%0.068%
2/6/2020Holistic Financial Partners13,068$0.26M0.2%N/A0.005%
2/5/2020Csenge Advisory Group226,151$4.54M1.2%+1.5%0.085%
2/4/2020Corient Capital Partners LLC45,001$0.90M0.1%+83.1%0.017%
2/4/2020US Bancorp DE84,488$1.70M0.0%+35.0%0.032%
2/4/2020Park Avenue Securities LLC36,641$0.74M0.0%+111.2%0.014%
2/4/2020Advisory Services Network LLC94,633$1.90M0.1%+200.0%0.036%
2/4/2020Cambridge Investment Research Advisors Inc.2,066,736$41.48M0.3%+56.2%0.781%
2/4/2020River & Mercantile LLC134,725$2.70M1.4%+3.8%0.051%
2/4/2020Capital Investment Advisory Services LLC21,510$0.43M0.1%+21.1%0.008%
2/3/2020StrategIQ Financial Group LLC161,585$3.24M0.8%+5.0%0.061%
2/3/2020Eldridge Investment Advisors Inc.11,525$0.23M0.1%+4.5%0.004%
2/3/2020Sigma Planning Corp187,488$3.76M0.2%+17.6%0.071%
2/3/2020First Trust Advisors LP511,746$10.27M0.0%-3.7%0.194%
2/3/2020PRW Wealth Management LLC28,000$0.56M0.6%-6.7%0.011%
2/1/2020Edmonds Duncan Registered Investment Advisors LLC109,537$2.20M0.9%-8.6%0.041%
(Data available from 1/1/2016 forward)
This page was last updated on 2/19/2020 by MarketBeat.com Staff

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