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
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
2.1M+ 1097.57% |
$37M - $38.2M
|
2.29M
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.25MNew |
$22.1M - $22.8M
|
1.25M
$22.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15M+ 9.69% |
$20.3M - $20.9M
|
13M
$232M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.08MNew |
$19.1M - $19.7M
|
1.08M
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01M+ 7.89% |
$17.7M - $18.3M
|
13.7M
$244M
|
|
|
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
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
479KNew |
$8.46M - $8.71M
|
479K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
474K+ 92.93% |
$8.37M - $8.62M
|
985K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
416KNew |
$7.34M - $7.56M
|
416K
$7.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
401KNew |
$7.08M - $7.29M
|
401K
$7.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
397K+ 25.89% |
$7M - $7.21M
|
1.93M
$34.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
358K+ 19.98% |
$6.33M - $6.52M
|
2.15M
$38.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
219K+ 13.51% |
$3.87M - $3.98M
|
1.84M
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
219K+ 67.87% |
$3.86M - $3.98M
|
542K
$9.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200K+ 55.35% |
$3.53M - $3.64M
|
562K
$9.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
198K+ 8.7% |
$3.5M - $3.6M
|
2.48M
$44M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 18.22% |
$3.18M - $3.28M
|
1.17M
$20.8M
|
|
|
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
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 87.67% |
$2.49M - $2.56M
|
302K
$5.37M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
106K+ 15.64% |
$1.87M - $1.92M
|
783K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102K+ 43.43% |
$1.8M - $1.85M
|
336K
$5.98M
|
|
|
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
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82.4K+ 18.58% |
$1.45M - $1.5M
|
526K
$9.34M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
76.3K+ 55.81% |
$1.35M - $1.39M
|
213K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
74.8K+ 21.16% |
$1.32M - $1.36M
|
429K
$7.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.3K+ 10.16% |
$1.28M - $1.31M
|
784K
$13.9M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60.8K+ 69.06% |
$1.07M - $1.11M
|
149K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
58.2K+ 609.23% |
$1.03M - $1.06M
|
67.8K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 210.29% |
$1.01M - $1.04M
|
84.7K
$1.51M
|
|
|
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
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
51.1K+ 7.56% |
$902K - $929K
|
727K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
47K+ 11.64% |
$829K - $854K
|
451K
$8.01M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
45.1KNew |
$795K - $819K
|
45.1K
$801K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.5K+ 10.19% |
$785K - $808K
|
481K
$8.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 179.93% |
$742K - $765K
|
65.4K
$1.16M
|