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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 2.42% |
$5.97M - $6.17M
|
14.2M
$260M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-34.9K- 64.94% |
$622K - $642K
|
18.9K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.1K+ 0.92% |
$359K - $370K
|
2.2M
$40.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2K- 12.35% |
$35.7K - $36.8K
|
14.2K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 1.7% |
$52.3K - $54K
|
176K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.83K+ 339.26% |
$32.6K - $33.7K
|
2.37K
$43.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
91.1K+ 4.36% |
$1.62M - $1.68M
|
2.18M
$40M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.95K+ 2.29% |
$52.6K - $54.3K
|
132K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-514- 2.91% |
$9.15K - $9.45K
|
17.2K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.13K+ 1.3% |
$55.8K - $57.6K
|
244K
$4.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-305- 1.19% |
$5.43K - $5.61K
|
25.2K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.03K- 2.53% |
$36.2K - $37.4K
|
78.4K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
518KNew |
$9.22M - $9.52M
|
518K
$9.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.2K+ 12.74% |
$217K - $224K
|
108K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 3.48% |
$194K - $200K
|
324K
$5.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
677+ 0.23% |
$12.1K - $12.5K
|
297K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.49K- 3.63% |
$62.2K - $64.2K
|
92.6K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.06K- 32.5% |
$90K - $93K
|
10.5K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.51K+ 5.85% |
$26.9K - $27.8K
|
27.3K
$499K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.7K+ 1.81% |
$48.1K - $49.7K
|
152K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
SELL
|
- |
-321K- 53.81% |
$5.71M - $5.9M
|
275K
$5.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
145K+ 17.22% |
$2.58M - $2.66M
|
985K
$18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.94K+ 469.66% |
$34.5K - $35.6K
|
2.35K
$43K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-51.2K- 17.88% |
$912K - $942K
|
235K
$4.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
468+ 1.28% |
$8.34K - $8.61K
|
37K
$677K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
20.3KNew |
$362K - $373K
|
20.3K
$372K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.21K- 2.68% |
$57.2K - $59K
|
116K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138K- 36.28% |
$2.46M - $2.54M
|
242K
$4.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40.8K+ 4.89% |
$726K - $750K
|
875K
$16M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.98K+ 4.96% |
$142K - $147K
|
169K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
187KNew |
$3.32M - $3.43M
|
187K
$3.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-4.63K- 19.62% |
$82.5K - $85.2K
|
19K
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-187- 1.27% |
$3.33K - $3.44K
|
14.6K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44.1K+ 7.54% |
$785K - $811K
|
629K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-8K- 23.76% |
$142K - $147K
|
25.7K
$470K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
34.1K+ 41.48% |
$607K - $626K
|
116K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
403KNew |
$7.18M - $7.41M
|
403K
$7.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
191K+ 12.07% |
$3.41M - $3.52M
|
1.78M
$32.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.11K- 2.64% |
$37.6K - $38.8K
|
77.9K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.26% |
$142 - $147
|
644
$11.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.87K+ 6.4% |
$158K - $163K
|
147K
$2.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
585+ 4.95% |
$10.4K - $10.8K
|
12.4K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-26.3K- 56.39% |
$468K - $484K
|
20.3K
$372K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
21.2K+ 9.31% |
$377K - $390K
|
249K
$4.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-390- 0.69% |
$6.95K - $7.17K
|
55.8K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-615- 1.39% |
$11K - $11.3K
|
43.6K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.9K- 74.27% |
$514K - $531K
|
10K
$183K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
30+ 0.28% |
$534 - $552
|
10.9K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.09K- 8.04% |
$19.4K - $20K
|
12.4K
$228K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-16.4K- 35.36% |
$292K - $302K
|
30K
$549K
|
|