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 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
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.9K+ 10.91% |
$639K - $660K
|
365K
$6.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
34.1K+ 41.48% |
$607K - $626K
|
116K
$2.13M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
33.5KNew |
$596K - $616K
|
33.5K
$613K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
33.1K+ 13.13% |
$589K - $608K
|
285K
$5.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
33K+ 6.76% |
$587K - $606K
|
521K
$9.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
32.1K+ 14.79% |
$572K - $591K
|
249K
$4.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30.2K+ 8.42% |
$539K - $556K
|
389K
$7.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8KNew |
$530K - $547K
|
29.8K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.9K+ 1.41% |
$498K - $514K
|
2.01M
$36.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.6K+ 5.14% |
$492K - $508K
|
565K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
27.6KNew |
$492K - $508K
|
27.6K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.8K+ 20.99% |
$441K - $455K
|
143K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
23.9K+ 2.32% |
$426K - $439K
|
1.05M
$19.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
23.4K+ 6.11% |
$416K - $430K
|
406K
$7.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
22K+ 69.43% |
$392K - $405K
|
53.8K
$984K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
21.8KNew |
$388K - $400K
|
21.8K
$398K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
21.2K+ 9.31% |
$377K - $390K
|
249K
$4.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
21.1K+ 4.78% |
$376K - $388K
|
463K
$8.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20.7K+ 1.35% |
$369K - $381K
|
1.56M
$28.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
20.3KNew |
$362K - $373K
|
20.3K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.1K+ 0.92% |
$359K - $370K
|
2.2M
$40.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.6KNew |
$349K - $360K
|
19.6K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19K+ 3.28% |
$338K - $349K
|
597K
$10.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18.8K+ 21.33% |
$335K - $346K
|
107K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
18.6K+ 12.05% |
$330K - $341K
|
172K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$323K - $334K
|
18.1K
$332K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18K+ 4.77% |
$320K - $330K
|
395K
$7.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.4KNew |
$310K - $320K
|
17.4K
$318K
|
|