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 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.75K+ 2.85% |
$49K - $50.6K
|
99.2K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.7K+ 1.81% |
$48.1K - $49.7K
|
152K
$2.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.64K+ 6.75% |
$47K - $48.5K
|
41.7K
$763K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
2.62K+ 1.77% |
$46.6K - $48.1K
|
150K
$2.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.55K+ 6.44% |
$45.4K - $46.9K
|
42.1K
$771K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.38K+ 3.37% |
$42.4K - $43.8K
|
73K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.27K+ 2.49% |
$40.4K - $41.7K
|
93.5K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.25K+ 10.2% |
$40.1K - $41.4K
|
24.3K
$445K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.19K+ 2.44% |
$38.9K - $40.2K
|
91.9K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 19.26% |
$36.3K - $37.5K
|
12.6K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
2K+ 26.8% |
$35.6K - $36.8K
|
9.46K
$173K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.94K+ 469.66% |
$34.5K - $35.6K
|
2.35K
$43K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.85K+ 14.37% |
$32.9K - $33.9K
|
14.7K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.84K+ 5.06% |
$32.8K - $33.9K
|
38.2K
$700K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.83K+ 339.26% |
$32.6K - $33.7K
|
2.37K
$43.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 9.64% |
$30.2K - $31.2K
|
19.3K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.67K+ 5.14% |
$29.7K - $30.7K
|
34.1K
$624K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.63K+ 13.62% |
$29K - $30K
|
13.6K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.55K+ 6.1% |
$27.6K - $28.5K
|
27K
$494K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.54K+ 12.28% |
$27.4K - $28.3K
|
14.1K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.51K+ 5.85% |
$26.9K - $27.8K
|
27.3K
$499K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.33KNew |
$23.7K - $24.4K
|
1.33K
$24.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.29K+ 3.64% |
$23K - $23.8K
|
36.8K
$674K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 4.42% |
$19.5K - $20.1K
|
25.8K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.07K+ 5.26% |
$19K - $19.6K
|
21.4K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
994+ 9.81% |
$17.7K - $18.3K
|
11.1K
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
958+ 9.07% |
$17.1K - $17.6K
|
11.5K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
955+ 3.7% |
$17K - $17.6K
|
26.7K
$489K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
943+ 0.61% |
$16.8K - $17.3K
|
156K
$2.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
900New |
$16K - $16.6K
|
900
$16.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
893+ 85.13% |
$15.9K - $16.4K
|
1.94K
$35.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
875+ 5.48% |
$15.6K - $16.1K
|
16.9K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
838+ 7.23% |
$14.9K - $15.4K
|
12.4K
$228K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
835New |
$14.9K - $15.4K
|
835
$15.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
810+ 7.34% |
$14.4K - $14.9K
|
11.8K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
700+ 4.74% |
$12.5K - $12.9K
|
15.5K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
677+ 0.23% |
$12.1K - $12.5K
|
297K
$5.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
653+ 0.76% |
$11.6K - $12K
|
86.6K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
648+ 0.79% |
$11.5K - $11.9K
|
82.4K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
639+ 1.03% |
$11.4K - $11.8K
|
62.8K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
607+ 0.19% |
$10.8K - $11.2K
|
326K
$5.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
588New |
$10.5K - $10.8K
|
588
$10.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
585+ 4.95% |
$10.4K - $10.8K
|
12.4K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
550+ 9.88% |
$9.8K - $10.1K
|
6.12K
$112K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
525+ 1.34% |
$9.35K - $9.65K
|
39.7K
$727K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
489+ 3.36% |
$8.71K - $8.99K
|
15.1K
$276K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
468+ 1.28% |
$8.34K - $8.61K
|
37K
$677K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
450+ 1.08% |
$8.01K - $8.28K
|
42K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
425New |
$7.57K - $7.82K
|
425
$7.78K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
414New |
$7.37K - $7.61K
|
414
$7.58K
|
|