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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100K+ 106413.83% |
$1.75M - $1.79M
|
100K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
52.5KNew |
$920K - $938K
|
52.5K
$900K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43.7K+ 2.95% |
$765K - $780K
|
1.53M
$26.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
39.6K+ 2.88% |
$695K - $708K
|
1.41M
$24.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
31.1K+ 7.17% |
$546K - $557K
|
466K
$7.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
27.1K+ 7.22% |
$475K - $484K
|
403K
$6.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
25K+ 36.96% |
$439K - $448K
|
92.8K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$383K - $390K
|
21.8K
$375K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
17.1K+ 10.52% |
$300K - $306K
|
180K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$252K - $257K
|
14.4K
$247K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
14K+ 48.26% |
$246K - $251K
|
43.1K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5K+ 1.62% |
$237K - $242K
|
850K
$14.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
12.7K+ 3.93% |
$223K - $228K
|
337K
$5.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.8KNew |
$190K - $193K
|
10.8K
$186K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.31K+ 47.0% |
$163K - $166K
|
29.1K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 17.1% |
$152K - $155K
|
59.4K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.48K+ 17.85% |
$131K - $134K
|
49.4K
$848K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.34KNew |
$129K - $131K
|
7.34K
$126K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.96K+ 8.63% |
$122K - $124K
|
87.6K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.31K+ 1.48% |
$93K - $94.8K
|
363K
$6.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.9K+ 17.58% |
$85.9K - $87.6K
|
32.8K
$563K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.61K+ 2.78% |
$80.7K - $82.3K
|
170K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.52K+ 3.86% |
$79.3K - $80.8K
|
122K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.99K+ 191.64% |
$69.9K - $71.3K
|
6.07K
$104K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3K+ 1.84% |
$52.5K - $53.5K
|
166K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 34.31% |
$52K - $53K
|
11.6K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 11.54% |
$36K - $36.7K
|
19.8K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85K+ 2.99% |
$32.4K - $33.1K
|
63.7K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.62K+ 41.98% |
$28.3K - $28.9K
|
5.47K
$93.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.58K+ 11.2% |
$27.7K - $28.2K
|
15.7K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.43K+ 11.84% |
$25.1K - $25.6K
|
13.5K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.1K+ 2.3% |
$19.3K - $19.7K
|
48.9K
$840K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
900New |
$15.8K - $16.1K
|
900
$15.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
317+ 0.18% |
$5.56K - $5.66K
|
181K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
239+ 0.66% |
$4.19K - $4.27K
|
36.5K
$626K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
237+ 1.15% |
$4.15K - $4.24K
|
20.9K
$358K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.57MNew |
$151M - $156M
|
8.57M
$147M
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
2.1M+ 1097.57% |
$37M - $38.2M
|
2.29M
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.87M+ 3.83% |
$33M - $34M
|
50.6M
$869M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.54MNew |
$27.1M - $27.9M
|
1.54M
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.25MNew |
$22.1M - $22.8M
|
1.25M
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15M+ 9.69% |
$20.3M - $20.9M
|
13M
$224M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.08MNew |
$19.1M - $19.7M
|
1.08M
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 79.02% |
$19.1M - $19.6M
|
2.45M
$42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01M+ 7.89% |
$17.7M - $18.3M
|
13.7M
$236M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
842KNew |
$14.9M - $15.3M
|
842K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
658KNew |
$11.6M - $12M
|
658K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
520K+ 144.83% |
$9.18M - $9.46M
|
879K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
479KNew |
$8.46M - $8.71M
|
479K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
474K+ 92.93% |
$8.37M - $8.62M
|
985K
$16.9M
|
|