Latest Institutional Purchases of First Tr Pfd Secs & Income ETF (FPE)
This list provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.57MNew |
$151M - $156M
|
8.57M
$152M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.08MNew |
$19.1M - $19.7M
|
1.08M
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
842KNew |
$14.9M - $15.3M
|
842K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
658KNew |
$11.6M - $12M
|
658K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
520K+ 144.83% |
$9.18M - $9.46M
|
879K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
416KNew |
$7.34M - $7.56M
|
416K
$7.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
401KNew |
$7.08M - $7.29M
|
401K
$7.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
397K+ 25.89% |
$7M - $7.21M
|
1.93M
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
219K+ 67.87% |
$3.86M - $3.98M
|
542K
$9.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
198K+ 8.7% |
$3.5M - $3.6M
|
2.48M
$44.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155K+ 5.63% |
$2.73M - $2.82M
|
2.91M
$51.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
144KNew |
$2.53M - $2.61M
|
144K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 87.67% |
$2.49M - $2.56M
|
302K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 9.26% |
$2.17M - $2.23M
|
1.45M
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
116K+ 18.73% |
$2.05M - $2.11M
|
735K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.1KNew |
$1.68M - $1.73M
|
95.1K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93.9KNew |
$1.66M - $1.71M
|
93.9K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
91.1K+ 56.54% |
$1.61M - $1.66M
|
252K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82.4K+ 18.58% |
$1.45M - $1.5M
|
526K
$9.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
78.8K+ 10.4% |
$1.39M - $1.43M
|
837K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78K+ 67.05% |
$1.38M - $1.42M
|
194K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
74.8K+ 21.16% |
$1.32M - $1.36M
|
429K
$7.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
63.5K+ 471.15% |
$1.12M - $1.15M
|
76.9K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
60.8KNew |
$1.07M - $1.11M
|
60.8K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
58.2K+ 609.23% |
$1.03M - $1.06M
|
67.8K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57.2K+ 4.01% |
$1.01M - $1.04M
|
1.48M
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
51.7KNew |
$913K - $941K
|
51.7K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
47K+ 11.64% |
$829K - $854K
|
451K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46.7K+ 3.51% |
$823K - $848K
|
1.38M
$24.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.8K+ 8.18% |
$808K - $832K
|
606K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 179.93% |
$742K - $765K
|
65.4K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
41.9KNew |
$740K - $762K
|
41.9K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
40.2KNew |
$709K - $730K
|
40.2K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 4.1% |
$680K - $700K
|
979K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
38.2KNew |
$675K - $695K
|
38.2K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
37.1K+ 6.7% |
$654K - $674K
|
590K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.5KNew |
$627K - $646K
|
35.5K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.4KNew |
$608K - $626K
|
34.4K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
33.1KNew |
$584K - $601K
|
33.1K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.2K+ 3.04% |
$569K - $586K
|
1.09M
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$547K - $563K
|
31K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 38.71% |
$545K - $561K
|
111K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28KNew |
$495K - $510K
|
28K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1KNew |
$477K - $492K
|
27.1K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$472K - $486K
|
26.7K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
24.7K+ 107.27% |
$435K - $449K
|
47.7K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.6K+ 21.78% |
$417K - $429K
|
132K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1K+ 14.1% |
$407K - $419K
|
187K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22.6K+ 15.97% |
$400K - $412K
|
164K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
22.6K+ 1.64% |
$399K - $411K
|
1.4M
$24.9M
|