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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.1KNew |
$323K - $334K
|
18.1K
$332K
|
|
|
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 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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.5K+ 57.45% |
$205K - $212K
|
31.6K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5K+ 1.9% |
$205K - $211K
|
615K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.3K+ 45.75% |
$200K - $207K
|
35.8K
$656K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1KNew |
$197K - $204K
|
11.1K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
10.9K+ 1.92% |
$195K - $201K
|
580K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.9KNew |
$194K - $200K
|
10.9K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 3.48% |
$194K - $200K
|
324K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7KNew |
$190K - $197K
|
10.7K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
10.3KNew |
$183K - $189K
|
10.3K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.2KNew |
$182K - $188K
|
10.2K
$187K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.1K+ 8.2% |
$180K - $186K
|
133K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.89K+ 22.27% |
$176K - $182K
|
54.3K
$994K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
9.8K+ 4.3% |
$175K - $180K
|
238K
$4.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.61K+ 3.66% |
$171K - $177K
|
272K
$4.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9.53K+ 7.58% |
$170K - $175K
|
135K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.96K+ 5.65% |
$160K - $165K
|
168K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.91K+ 6.09% |
$159K - $164K
|
155K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.44K+ 7.23% |
$150K - $155K
|
125K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.68K+ 3.96% |
$137K - $141K
|
201K
$3.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.61K+ 2.07% |
$136K - $140K
|
375K
$6.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
6.55K+ 24.78% |
$117K - $120K
|
33K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.54K+ 19.93% |
$116K - $120K
|
39.4K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.96K+ 18.56% |
$106K - $110K
|
38.1K
$697K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.81K+ 14.65% |
$103K - $107K
|
45.5K
$832K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.59K+ 0.32% |
$99.5K - $103K
|
1.74M
$31.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.44K+ 15.07% |
$97K - $100K
|
41.6K
$761K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.3K+ 2.51% |
$94.4K - $97.4K
|
216K
$3.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
4.77K+ 1.39% |
$84.9K - $87.6K
|
348K
$6.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.48K+ 595.88% |
$79.8K - $82.4K
|
5.23K
$95.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.15K+ 36.68% |
$73.8K - $76.2K
|
15.4K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 2.34% |
$73.7K - $76.1K
|
181K
$3.31M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.13K+ 233.05% |
$73.6K - $76K
|
5.91K
$108K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 4.63% |
$72.5K - $74.9K
|
92K
$1.68M
|
|