Purchases and Sales Made in Q4 2025 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR PFD SECS & INCOME ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
317K
New
$5.75M - $5.87M
317K $5.8M
Jan 15, 2026 Q4 2025
Econ Financial Services Corp

BUY
 -
117K
New
$2.12M - $2.16M
117K $2.14M
Jan 15, 2026 Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
66.7K
+ 5.95%
$1.21M - $1.23M
1.19M $21.7M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
62.8K
+ 17.21%
$1.14M - $1.16M
427K $7.82M
Jan 15, 2026 Q4 2025
Paller Financial Services Inc

Centennial, CO
BUY
 -
60.3K
New
$1.09M - $1.12M
60.3K $1.1M
Jan 22, 2026 Q4 2025
Twelve Points Wealth Management LLC

BUY
 -
50.1K
+ 9.63%
$909K - $928K
571K $10.4M
Jan 15, 2026 Q4 2025
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
44.3K
+ 3.11%
$804K - $821K
1.47M $26.9M
Jan 09, 2026 Q4 2025
Appleton Partners Inc

BUY
 -
42.7K
+ 26.47%
$774K - $790K
204K $3.73M
Jan 23, 2026 Q4 2025
Patten Group, Inc.

BUY
 -
31.3K
+ 40.25%
$568K - $580K
109K $2M
Jan 07, 2026 Q4 2025
Private Client Services, LLC

Louisville, KY
BUY
 -
27K
+ 30.58%
$489K - $499K
115K $2.11M
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
22K
New
$399K - $407K
22K $402K
Jan 23, 2026 Q4 2025
Fifth Third Securities, Inc.

BUY
 -
19.6K
+ 4.72%
$356K - $363K
435K $7.97M
Jan 20, 2026 Q4 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
17.9K
New
$325K - $332K
17.9K $328K
Jan 20, 2026 Q4 2025
Bam Wealth Management, LLC

Lakewood, CO
BUY
 -
17.6K
New
$320K - $326K
17.6K $322K
Jan 22, 2026 Q4 2025
Ritholtz Wealth Management

BUY
 -
16K
New
$290K - $296K
16K $292K
Jan 21, 2026 Q4 2025
Bip Wealth, LLC

Atlanta, GA
BUY
 -
15.5K
New
$281K - $287K
15.5K $284K
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
13K
+ 31.34%
$236K - $241K
54.6K $999K
Jan 21, 2026 Q4 2025
Kraematon Investment Advisors, Inc

BUY
 -
12.8K
+ 30.37%
$231K - $236K
54.8K $1M
Jan 21, 2026 Q4 2025
Country Trust Bank

BUY
 -
11.1K
+ 0.8%
$202K - $206K
1.4M $25.6M
Jan 14, 2026 Q4 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
11.1K
+ 2.24%
$201K - $205K
505K $9.24M
Jan 16, 2026 Q4 2025
Asl Financial, LLC

Los Gatos, CA
BUY
 -
11K
New
$200K - $204K
11K $201K
Jan 20, 2026 Q4 2025
Mbe Wealth Management, LLC

BUY
 -
10.1K
New
$183K - $186K
10.1K $184K
Jan 07, 2026 Q4 2025
Lake Street Financial LLC

BUY
 -
9.65K
+ 6.55%
$175K - $179K
157K $2.88M
Jan 20, 2026 Q4 2025
Toth Financial Advisory Corp

BUY
 -
6.6K
+ 3.34%
$120K - $122K
204K $3.74M
Jan 14, 2026 Q4 2025
Private Advisory Group LLC

Redmond, WA
BUY
 -
6.56K
+ 3.89%
$119K - $121K
175K $3.21M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.26K
+ 42.52%
$114K - $116K
21K $384K
Jan 21, 2026 Q4 2025
Newbridge Financial Services Group, Inc.

BUY
 -
5.87K
New
$106K - $109K
5.87K $107K
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
5.39K
+ 1.3%
$97.7K - $99.7K
419K $7.67M
Jan 12, 2026 Q4 2025
Horizon Financial Services, LLC

BUY
 -
4.39K
+ 3.32%
$79.6K - $81.3K
137K $2.5M
Jan 12, 2026 Q4 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
3.65K
+ 8.22%
$66.2K - $67.6K
48.1K $880K
Jan 12, 2026 Q4 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.99K
+ 10.96%
$54.3K - $55.4K
30.3K $554K
Jan 20, 2026 Q4 2025
Soa Wealth Advisors, Llc.

BUY
 -
2.96K
+ 5.79%
$53.6K - $54.7K
54K $989K
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
2.95K
+ 2.35%
$53.4K - $54.5K
128K $2.34M
Jan 07, 2026 Q4 2025
True Wealth Advisors, LLC

BUY
 -
2.71K
+ 4.61%
$49.2K - $50.2K
61.5K $1.13M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
2.58K
+ 18.63%
$46.8K - $47.8K
16.4K $301K
Jan 22, 2026 Q4 2025
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
2.21K
+ 1.63%
$40K - $40.9K
138K $2.52M
Jan 22, 2026 Q4 2025
Ti Trust, Inc

BUY
 -
1.83K
+ 5.54%
$33.1K - $33.8K
34.8K $637K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.09K
+ 4.42%
$19.7K - $20.1K
25.6K $469K
Jan 06, 2026 Q4 2025
Freedom Financial Partners LLC

Oakdale, MN
BUY
 -
989
+ 2.59%
$17.9K - $18.3K
39.2K $718K
Jan 21, 2026 Q4 2025
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
752
+ 42.85%
$13.6K - $13.9K
2.51K $45.9K
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
519
New
$9.41K - $9.61K
519 $9.5K
Jan 07, 2026 Q4 2025
Cooper Financial Group

BUY
 -
499
+ 1.4%
$9.05K - $9.24K
36.2K $663K
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
410
+ 0.94%
$7.44K - $7.59K
44K $806K
Jan 15, 2026 Q4 2025
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
401
+ 0.64%
$7.27K - $7.42K
63.2K $1.16M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
297
+ 1.39%
$5.39K - $5.5K
21.7K $396K
Jan 16, 2026 Q4 2025
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
275
+ 1.29%
$4.99K - $5.09K
21.6K $396K
Jan 20, 2026 Q4 2025
Bka Wealth Consulting, Inc.

BUY
 -
272
+ 0.69%
$4.93K - $5.03K
39.6K $725K
Jan 08, 2026 Q4 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
51
+ 0.69%
$925 - $944
7.48K $137K
Jan 20, 2026 Q4 2025
Partners Wealth Management, LLC

Carmel By The Sea, CA
BUY
 -
49
+ 0.43%
$889 - $907
11.3K $207K

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