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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.5K+ 57.45% |
$205K - $212K
|
31.6K
$578K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.73K+ 10.2% |
$66.5K - $68.7K
|
40.4K
$739K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
257+ 0.26% |
$4.58K - $4.73K
|
98.6K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.1K+ 77.97% |
$286K - $296K
|
36.7K
$672K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14K+ 1.94% |
$249K - $257K
|
736K
$13.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.97K- 1.0% |
$52.9K - $54.7K
|
295K
$5.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
835New |
$14.9K - $15.4K
|
835
$15.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.5K+ 18.48% |
$1.31M - $1.35M
|
471K
$8.62M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-2.4K- 8.64% |
$42.7K - $44.1K
|
25.4K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.38K+ 3.37% |
$42.4K - $43.8K
|
73K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30.2K+ 8.42% |
$539K - $556K
|
389K
$7.12M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.36K- 10.68% |
$24.2K - $25K
|
11.4K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.25K+ 10.2% |
$40.1K - $41.4K
|
24.3K
$445K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
193+ 1.45% |
$3.44K - $3.55K
|
13.5K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
550+ 9.88% |
$9.8K - $10.1K
|
6.12K
$112K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
900New |
$16K - $16.6K
|
900
$16.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-9.44K- 39.08% |
$168K - $174K
|
14.7K
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39.8K+ 9.43% |
$709K - $732K
|
462K
$8.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
958+ 9.07% |
$17.1K - $17.6K
|
11.5K
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
12.1K+ 0.88% |
$216K - $223K
|
1.39M
$25.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
15.1K+ 2.26% |
$269K - $278K
|
683K
$12.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
37.2K+ 239.93% |
$662K - $684K
|
52.7K
$964K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-4.42K- 99.59% |
$78.7K - $81.2K
|
18
$329
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-362- 2.36% |
$6.45K - $6.66K
|
15K
$274K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.6KNew |
$349K - $360K
|
19.6K
$358K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-4.23K- 13.01% |
$75.3K - $77.8K
|
28.3K
$517K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.17K- 1.66% |
$38.6K - $39.8K
|
128K
$2.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.2K- 7.13% |
$1.59M - $1.64M
|
1.16M
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.88% |
$17.8 - $18.4
|
115
$2.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-86.2K- 39.22% |
$1.53M - $1.58M
|
134K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.61K+ 2.07% |
$136K - $140K
|
375K
$6.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.22K- 4.48% |
$21.7K - $22.4K
|
25.9K
$475K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.98K+ 0.86% |
$53K - $54.7K
|
349K
$6.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-10- 0.04% |
$178 - $184
|
25.7K
$470K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-674- 1.3% |
$12K - $12.4K
|
51.2K
$936K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.86K- 1.59% |
$104K - $108K
|
362K
$6.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
22K+ 69.43% |
$392K - $405K
|
53.8K
$984K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
90+ 0.27% |
$1.6K - $1.66K
|
33.9K
$621K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.99K- 2.24% |
$53.2K - $54.9K
|
130K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.33KNew |
$23.7K - $24.4K
|
1.33K
$24.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.75K+ 2.85% |
$49K - $50.6K
|
99.2K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
955+ 3.7% |
$17K - $17.6K
|
26.7K
$489K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
69+ 0.41% |
$1.23K - $1.27K
|
16.9K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.07K+ 5.26% |
$19K - $19.6K
|
21.4K
$391K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.91K+ 6.09% |
$159K - $164K
|
155K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
359K+ 44.15% |
$6.39M - $6.6M
|
1.17M
$21.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
70.1KNew |
$1.25M - $1.29M
|
70.1K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63+ 0.25% |
$1.12K - $1.16K
|
25.4K
$464K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-5.46K- 8.89% |
$97.3K - $100K
|
56K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-387- 1.81% |
$6.89K - $7.12K
|
21K
$385K
|
|