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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
35.7KNew |
$636K - $657K
|
35.7K
$654K
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
29.2K+ 18.18% |
$520K - $537K
|
190K
$3.47M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
20.1K+ 82.43% |
$358K - $369K
|
44.4K
$813K
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.1K+ 77.97% |
$286K - $296K
|
36.7K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
16K+ 3.66% |
$284K - $293K
|
452K
$8.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7K+ 9.43% |
$279K - $288K
|
182K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
15.3K+ 10.85% |
$273K - $282K
|
157K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.2KNew |
$270K - $279K
|
15.2K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
15.1K+ 2.26% |
$269K - $278K
|
683K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
15.1K+ 57.22% |
$269K - $277K
|
41.4K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
14.9K+ 2.69% |
$266K - $275K
|
570K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.7KNew |
$262K - $270K
|
14.7K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.3K+ 5.4% |
$254K - $262K
|
278K
$5.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
14.3K+ 7.78% |
$254K - $262K
|
198K
$3.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14K+ 1.94% |
$249K - $257K
|
736K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$247K - $255K
|
13.9K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.2K+ 12.74% |
$217K - $224K
|
108K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
12.1K+ 0.88% |
$216K - $223K
|
1.39M
$25.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.9K+ 3.03% |
$212K - $219K
|
405K
$7.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 3.05% |
$211K - $218K
|
401K
$7.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
11.8K+ 0.84% |
$211K - $217K
|
1.43M
$26.1M
|
|