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 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
300+ 2.77% |
$5.34K - $5.52K
|
11.1K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
257+ 0.26% |
$4.58K - $4.73K
|
98.6K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
245+ 1.16% |
$4.36K - $4.51K
|
21.4K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
241+ 1.11% |
$4.29K - $4.43K
|
21.9K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
241New |
$4.29K - $4.43K
|
241
$4.41K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
223+ 1.4% |
$3.97K - $4.1K
|
16.2K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
195+ 0.04% |
$3.47K - $3.59K
|
453K
$8.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
193+ 1.45% |
$3.44K - $3.55K
|
13.5K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$2.94K - $3.03K
|
165
$3.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
145+ 1.44% |
$2.58K - $2.67K
|
10.2K
$187K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
145+ 1.4% |
$2.58K - $2.67K
|
10.5K
$192K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
117+ 0.48% |
$2.08K - $2.15K
|
24.3K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
107+ 0.22% |
$1.91K - $1.97K
|
49.3K
$903K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
90+ 0.27% |
$1.6K - $1.66K
|
33.9K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
78New |
$1.39K - $1.43K
|
78
$1.43K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
70+ 0.21% |
$1.25K - $1.29K
|
32.9K
$602K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
69+ 0.41% |
$1.23K - $1.27K
|
16.9K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
67+ 100.0% |
$1.19K - $1.23K
|
134
$2.45K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63+ 0.25% |
$1.12K - $1.16K
|
25.4K
$464K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 0.17% |
$819 - $846
|
26.8K
$491K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 0.61% |
$801 - $828
|
7.43K
$136K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
34New |
$606 - $625
|
34
$622
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
30+ 0.28% |
$534 - $552
|
10.9K
$200K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 1.45% |
$445 - $460
|
1.76K
$32.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
21+ 0.13% |
$374 - $386
|
15.9K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
19+ 1.4% |
$338 - $349
|
1.38K
$25.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16+ 123.08% |
$285 - $294
|
29
$531
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
8+ 1.23% |
$142 - $147
|
661
$12.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.26% |
$142 - $147
|
644
$11.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
5+ 0.05% |
$89.1 - $92
|
10.5K
$193K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5+ 1.6% |
$89.1 - $92
|
318
$5.82K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.88% |
$17.8 - $18.4
|
115
$2.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.64M+ 26.82% |
$78.5M - $82.6M
|
21.9M
$401M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.92MNew |
$32.6M - $34.3M
|
1.92M
$35.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14M+ 433.42% |
$19.3M - $20.3M
|
1.4M
$25.7M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
672K+ 57.97% |
$11.4M - $12M
|
1.83M
$33.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
299KNew |
$5.06M - $5.32M
|
299K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.9K+ 11.44% |
$1.08M - $1.14M
|
622K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.1K+ 3.69% |
$306K - $322K
|
508K
$9.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.8K+ 108.82% |
$251K - $264K
|
28.4K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$248K - $261K
|
14.7K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4KNew |
$244K - $256K
|
14.4K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14KNew |
$237K - $249K
|
14K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.3KNew |
$225K - $237K
|
13.3K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
11.8KNew |
$200K - $210K
|
11.8K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7KNew |
$180K - $190K
|
10.7K
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$188K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.53KNew |
$128K - $134K
|
7.53K
$138K
|
|