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 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
23.4K+ 6.11% |
$416K - $430K
|
406K
$7.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
14.3K+ 7.78% |
$254K - $262K
|
198K
$3.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147- 0.6% |
$2.62K - $2.7K
|
24.6K
$449K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
177KNew |
$3.16M - $3.26M
|
177K
$3.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
35.7KNew |
$636K - $657K
|
35.7K
$654K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.85K- 2.37% |
$32.9K - $33.9K
|
75.9K
$1.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.28K- 4.59% |
$40.7K - $42K
|
47.4K
$868K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.89K- 14.21% |
$51.4K - $53.1K
|
17.4K
$319K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-975- 8.14% |
$17.4K - $17.9K
|
11K
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.37K+ 1.31% |
$95.7K - $98.8K
|
414K
$7.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-4.52K- 7.21% |
$80.5K - $83.2K
|
58.2K
$1.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-841- 6.13% |
$15K - $15.5K
|
12.9K
$236K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 4.63% |
$72.5K - $74.9K
|
92K
$1.68M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
44.9K+ 4.71% |
$799K - $825K
|
998K
$18.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
676New |
$12K - $12.4K
|
676
$12.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-1.3K- 34.84% |
$23.2K - $23.9K
|
2.43K
$44.5K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-17.1K- 0.78% |
$305K - $315K
|
2.17M
$39.6M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.64M+ 26.82% |
$78.5M - $82.6M
|
21.9M
$401M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.07K- 9.12% |
$35K - $36.8K
|
20.6K
$377K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.28KNew |
$21.7K - $22.8K
|
1.28K
$23.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
390+ 3.77% |
$6.6K - $6.95K
|
10.7K
$197K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
672K+ 57.97% |
$11.4M - $12M
|
1.83M
$33.5M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.73K- 22.2% |
$63.1K - $66.4K
|
13.1K
$239K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 13.79% |
$6.77K - $7.12K
|
2.5K
$45.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14KNew |
$237K - $249K
|
14K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.1K+ 3.69% |
$306K - $322K
|
508K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.55KNew |
$94K - $98.9K
|
5.55K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$248K - $261K
|
14.7K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4KNew |
$244K - $256K
|
14.4K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.3% |
$46.6K - $49K
|
24K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
435+ 2.93% |
$7.36K - $7.75K
|
15.3K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14M+ 433.42% |
$19.3M - $20.3M
|
1.4M
$25.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
325New |
$5.5K - $5.79K
|
325
$5.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
363+ 3.1% |
$6.15K - $6.47K
|
12.1K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-285- 0.81% |
$4.83K - $5.08K
|
35K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.53KNew |
$128K - $134K
|
7.53K
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
634+ 0.92% |
$10.7K - $11.3K
|
69.3K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
11.8KNew |
$200K - $210K
|
11.8K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
216New |
$3.66K - $3.85K
|
216
$3.95K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-2.97K- 12.65% |
$50.2K - $52.9K
|
20.5K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-116- 33.14% |
$1.96K - $2.07K
|
234
$4.28K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 44.93% |
$20.7K - $21.8K
|
1.5K
$27.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.23K- 29.62% |
$139K - $147K
|
19.6K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.87KNew |
$31.6K - $33.3K
|
1.87K
$34.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-952- 6.67% |
$16.1K - $17K
|
13.3K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.9K+ 11.44% |
$1.08M - $1.14M
|
622K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
314New |
$5.32K - $5.59K
|
314
$5.75K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.92MNew |
$32.6M - $34.3M
|
1.92M
$35.2M
|
|