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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.3KNew |
$225K - $237K
|
13.3K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$188K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-84.3K- 87.67% |
$1.43M - $1.5M
|
11.9K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$135 - $142
|
8
$146
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 1.45% |
$322 - $338
|
1.33K
$24.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27+ 0.24% |
$457 - $481
|
11.1K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$52.7K - $55.5K
|
3.11K
$57K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.27KNew |
$55.3K - $58.2K
|
3.27K
$59.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.8K+ 108.82% |
$251K - $264K
|
28.4K
$520K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.08% |
$1.27K - $1.34K
|
95.3K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
299KNew |
$5.06M - $5.32M
|
299K
$5.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1K- 4.43% |
$16.9K - $17.8K
|
21.6K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
347New |
$5.87K - $6.18K
|
347
$6.35K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70K- 30.8% |
$1.19M - $1.25M
|
157K
$2.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
362+ 1.46% |
$6.13K - $6.45K
|
25.2K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-36.6K- 71.79% |
$620K - $652K
|
14.4K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
99+ 0.07% |
$1.68K - $1.76K
|
144K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-524- 2.87% |
$8.87K - $9.33K
|
17.7K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.14K+ 13.46% |
$87K - $91.6K
|
43.3K
$793K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.43K- 2.24% |
$24.1K - $25.4K
|
62.3K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
92+ 0.7% |
$1.56K - $1.64K
|
13.2K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.51K- 17.17% |
$25.6K - $26.9K
|
7.3K
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.39K- 2.65% |
$23.5K - $24.7K
|
51.1K
$935K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7KNew |
$180K - $190K
|
10.7K
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-537- 2.22% |
$9.09K - $9.56K
|
23.7K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.24K- 92.91% |
$88.7K - $93.3K
|
400
$7.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 1.44% |
$711 - $748
|
2.97K
$54.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
289+ 2.26% |
$4.89K - $5.15K
|
13.1K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
695+ 12.72% |
$11.8K - $12.4K
|
6.16K
$113K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.6K- 9.73% |
$28.1K - $28.6K
|
14.9K
$272K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3.11KNew |
$54.6K - $55.6K
|
3.11K
$57K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
562+ 14.97% |
$9.85K - $10K
|
4.32K
$79K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
323New |
$5.66K - $5.77K
|
323
$5.91K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
135KNew |
$2.37M - $2.42M
|
135K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9KNew |
$261K - $266K
|
14.9K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.68K- 29.45% |
$117K - $119K
|
16K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.3KNew |
$303K - $309K
|
17.3K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
272New |
$4.77K - $4.86K
|
272
$4.98K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 1.79% |
$3.51K - $3.57K
|
11.4K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-450- 3.69% |
$7.89K - $8.04K
|
11.7K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
29New |
$508 - $518
|
29
$531
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
54.5K+ 7.49% |
$955K - $973K
|
782K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.3K- 47.87% |
$163K - $166K
|
10.1K
$185K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.74KNew |
$136K - $138K
|
7.74K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.4KNew |
$217K - $221K
|
12.4K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.92K- 22.09% |
$51.1K - $52.1K
|
10.3K
$188K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.6K- 34.05% |
$256K - $261K
|
28.3K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.38K- 4.12% |
$24.2K - $24.7K
|
32.2K
$589K
|
|