Latest Institutional Transactions on First Tr Pfd Secs & Income ETF (FPE)
This table provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5K+ 37.88% |
$87.7K - $89.4K
|
18.2K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
23.6KNew |
$414K - $422K
|
23.6K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
136+ 2.42% |
$2.38K - $2.43K
|
5.75K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150K- 99.09% |
$2.64M - $2.69M
|
1.37K
$25.1K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-14.3K- 46.3% |
$251K - $256K
|
16.6K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18.9KNew |
$332K - $338K
|
18.9K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.5K- 84.01% |
$26.2K - $26.8K
|
285
$5.22K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-28- 7.39% |
$491 - $500
|
351
$6.42K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32New |
$561 - $572
|
32
$586
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 9.67% |
$80.8K - $82.3K
|
43.1K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
574New |
$10.1K - $10.3K
|
574
$10.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
740+ 1.31% |
$13K - $13.2K
|
57.2K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21K+ 21.66% |
$369K - $376K
|
118K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
14+ 0.34% |
$245 - $250
|
4.16K
$76.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
315+ 2.62% |
$5.52K - $5.63K
|
12.3K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
17K+ 7.22% |
$297K - $303K
|
252K
$4.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.2K- 50.33% |
$354K - $361K
|
19.9K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.49KNew |
$78.6K - $80.1K
|
4.49K
$82.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.36K- 11.59% |
$23.8K - $24.2K
|
10.4K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.16K- 99.06% |
$20.4K - $20.8K
|
11
$201
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53.9KNew |
$944K - $963K
|
53.9K
$986K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.24K+ 8.2% |
$74.4K - $75.8K
|
56K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-769- 7.12% |
$13.5K - $13.7K
|
10K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 2.08% |
$8.77K - $8.94K
|
23.5K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5K+ 1.62% |
$237K - $242K
|
850K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-812- 6.28% |
$14.2K - $14.5K
|
12.1K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.43K+ 11.84% |
$25.1K - $25.6K
|
13.5K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.9K+ 17.58% |
$85.9K - $87.6K
|
32.8K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$383K - $390K
|
21.8K
$400K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
900New |
$15.8K - $16.1K
|
900
$16.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
14K+ 48.26% |
$246K - $251K
|
43.1K
$790K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.9K
|
|
|
Jul 25, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
20.4KNew |
$361K - $372K
|
20.4K
$374K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
220New |
$3.88K - $4K
|
220
$4.03K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.3KNew |
$22.9K - $23.6K
|
1.3K
$23.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$88.3 - $90.9
|
5
$91.5
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-291- 1.88% |
$5.14K - $5.29K
|
15.2K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
3.39KNew |
$59.8K - $61.6K
|
3.39K
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.5KNew |
$574K - $591K
|
32.5K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
327KNew |
$5.77M - $5.94M
|
327K
$5.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
45.1KNew |
$795K - $819K
|
45.1K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.91K+ 11.27% |
$69K - $71K
|
38.6K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 1.96% |
$3.79K - $3.91K
|
10.7K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
106New |
$1.87K - $1.93K
|
106
$1.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
559New |
$9.87K - $10.2K
|
559
$10.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 88.27% |
$192K - $197K
|
23.1K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
18.5KNew |
$326K - $336K
|
18.5K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
307+ 0.86% |
$5.42K - $5.58K
|
36.2K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-712- 3.75% |
$12.6K - $12.9K
|
18.3K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$39.2K - $40.4K
|
2.22K
$40.6K
|
|