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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.77M+ 88.14% |
$31.5M - $32.5M
|
3.78M
$69.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.04M+ 29.77% |
$18.6M - $19.2M
|
4.54M
$83.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
978K+ 84.7% |
$17.4M - $18M
|
2.13M
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
828K+ 53.18% |
$14.7M - $15.2M
|
2.38M
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
719K+ 1.4% |
$12.8M - $13.2M
|
52.1M
$954M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
661K+ 4.51% |
$11.8M - $12.1M
|
15.3M
$280M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
518KNew |
$9.22M - $9.52M
|
518K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
462K+ 72.92% |
$8.23M - $8.5M
|
1.1M
$20M
|
|
|
Nov 10, 2025
Q3 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
403KNew |
$7.18M - $7.41M
|
403K
$7.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 5.27% |
$6.79M - $7.01M
|
7.61M
$139M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
366K+ 12.63% |
$6.52M - $6.73M
|
3.26M
$59.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
359K+ 44.15% |
$6.39M - $6.6M
|
1.17M
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 2.42% |
$5.97M - $6.17M
|
14.2M
$260M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
272KNew |
$4.85M - $5.01M
|
272K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
209KNew |
$3.72M - $3.84M
|
209K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
194K+ 27.51% |
$3.45M - $3.57M
|
899K
$16.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
191K+ 12.07% |
$3.41M - $3.52M
|
1.78M
$32.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
187KNew |
$3.32M - $3.43M
|
187K
$3.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
177KNew |
$3.16M - $3.26M
|
177K
$3.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
154K+ 47.97% |
$2.74M - $2.83M
|
475K
$8.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
148K+ 1085.01% |
$2.63M - $2.72M
|
161K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
145K+ 1.66% |
$2.58M - $2.67M
|
8.89M
$163M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
145K+ 17.22% |
$2.58M - $2.66M
|
985K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
132K+ 428.6% |
$2.35M - $2.43M
|
163K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
124KNew |
$2.22M - $2.29M
|
124K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
119K+ 37.39% |
$2.12M - $2.19M
|
437K
$7.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
116KNew |
$2.07M - $2.14M
|
116K
$2.13M
|
|
|
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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
104KNew |
$1.85M - $1.91M
|
104K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
91.3K+ 15.37% |
$1.63M - $1.68M
|
685K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
91.1K+ 4.36% |
$1.62M - $1.68M
|
2.18M
$40M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
77K+ 6.42% |
$1.37M - $1.42M
|
1.28M
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.5K+ 18.48% |
$1.31M - $1.35M
|
471K
$8.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
70.1KNew |
$1.25M - $1.29M
|
70.1K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
66.4K+ 3.93% |
$1.18M - $1.22M
|
1.76M
$32.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.9K+ 6.51% |
$906K - $935K
|
833K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.8K+ 26.43% |
$834K - $861K
|
224K
$4.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
45.9K+ 24.05% |
$818K - $845K
|
237K
$4.34M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
44.9K+ 4.71% |
$799K - $825K
|
998K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44.1K+ 7.54% |
$785K - $811K
|
629K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
42.4K+ 10.73% |
$756K - $780K
|
438K
$8.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
42.2K+ 8.84% |
$751K - $775K
|
519K
$9.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40.8K+ 4.89% |
$726K - $750K
|
875K
$16M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.6K+ 12.04% |
$723K - $747K
|
378K
$6.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39.8K+ 9.43% |
$709K - $732K
|
462K
$8.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.2K+ 3.33% |
$699K - $721K
|
1.22M
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.6K+ 5.63% |
$687K - $710K
|
724K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.2K+ 4.12% |
$680K - $702K
|
964K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.3K+ 10.39% |
$665K - $687K
|
397K
$7.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
37.2K+ 239.93% |
$662K - $684K
|
52.7K
$964K
|
|