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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.49K+ 1.96% |
$169K - $174K
|
494K
$9.04M
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.87K+ 6.4% |
$158K - $163K
|
147K
$2.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.44K+ 7.23% |
$150K - $155K
|
125K
$2.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.98K+ 4.96% |
$142K - $147K
|
169K
$3.09M
|
|
|
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
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.37K+ 1.31% |
$95.7K - $98.8K
|
414K
$7.58M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 15.11% |
$66.9K - $69.1K
|
28.6K
$524K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.73K+ 10.2% |
$66.5K - $68.7K
|
40.4K
$739K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.57K+ 0.32% |
$63.7K - $65.7K
|
1.12M
$20.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.54K+ 2.3% |
$63K - $65.1K
|
157K
$2.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.41K+ 6.43% |
$60.7K - $62.6K
|
56.4K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.36KNew |
$59.8K - $61.7K
|
3.36K
$61.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.13K+ 1.3% |
$55.8K - $57.6K
|
244K
$4.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.98K+ 0.86% |
$53K - $54.7K
|
349K
$6.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.96K+ 16.4% |
$52.7K - $54.4K
|
21K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.95K+ 2.29% |
$52.6K - $54.3K
|
132K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 1.7% |
$52.3K - $54K
|
176K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
2.86K+ 5.84% |
$51K - $52.7K
|
51.9K
$949K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.85K+ 104.59% |
$50.8K - $52.4K
|
5.58K
$102K
|
|