Institutional shares held 220 Million
0 calls
0 puts
Total value of holdings $3.77B
$0 calls
$0 puts
# of Institutions 485


Latest Institutional Activity in FPE

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 100K ($1.72M)
Q1 2025
Farmers & Merchants Trust CO Of Long Beach Shares Held: 53.9K ($924K)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 52.5K ($900K)
Q1 2025
Magnus Financial Group LLC Shares Held: 1.53M ($26.2M)
Q1 2025
Affinity Wealth Management LLC Shares Held: 1.41M ($24.3M)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.38M ($23.7M)
Q1 2025
Park National Corp Shares Held: 2.53M ($43.4M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 247K ($4.24M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 561K ($9.63M)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 462K ($7.92M)

About FPE

Track Institutional and Insider Activities on FPE

Follow FIRST TR PFD SECS & INCOME ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPE shares.

Notify only if
Any

Insider Trading

Get notified when an First Tr Pfd Secs & Income ETF insider buys or sells FPE shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to FIRST TR PFD SECS & INCOME ETF

Track Activities on FPE