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 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
489+ 3.36% |
$8.71K - $8.99K
|
15.1K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33.8K- 40.97% |
$601K - $621K
|
48.7K
$890K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-230K- 9.32% |
$4.1M - $4.23M
|
2.24M
$41M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 29.04% |
$422K - $436K
|
57.9K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
10.3KNew |
$183K - $189K
|
10.3K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-5.27K- 9.21% |
$93.8K - $96.8K
|
51.9K
$950K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.11K- 5.34% |
$37.5K - $38.8K
|
37.4K
$684K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.77K- 8.69% |
$31.6K - $32.6K
|
18.6K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$2.94K - $3.03K
|
165
$3.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
145+ 1.44% |
$2.58K - $2.67K
|
10.2K
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
104KNew |
$1.85M - $1.91M
|
104K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.2K+ 3.33% |
$699K - $721K
|
1.22M
$22.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 1.23% |
$142 - $147
|
661
$12.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.2K+ 4.12% |
$680K - $702K
|
964K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 4.42% |
$19.5K - $20.1K
|
25.8K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.3K+ 45.75% |
$200K - $207K
|
35.8K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111K+ 67.99% |
$1.98M - $2.04M
|
275K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.9K+ 3.03% |
$212K - $219K
|
405K
$7.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.8K+ 26.43% |
$834K - $861K
|
224K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22K- 18.69% |
$392K - $405K
|
95.8K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
33.1K+ 13.13% |
$589K - $608K
|
285K
$5.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.89K+ 22.27% |
$176K - $182K
|
54.3K
$994K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-752- 1.82% |
$13.4K - $13.8K
|
40.5K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.96K+ 18.56% |
$106K - $110K
|
38.1K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.5K- 52.66% |
$1.29M - $1.33M
|
65.2K
$1.19M
|
|
|
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
|
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 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
|
|