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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.14K+ 13.46% |
$87K - $91.6K
|
43.3K
$793K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.27KNew |
$55.3K - $58.2K
|
3.27K
$59.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$52.7K - $55.5K
|
3.11K
$57K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.87KNew |
$31.6K - $33.3K
|
1.87K
$34.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.28KNew |
$21.7K - $22.8K
|
1.28K
$23.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
695+ 12.72% |
$11.8K - $12.4K
|
6.16K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
634+ 0.92% |
$10.7K - $11.3K
|
69.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
435+ 2.93% |
$7.36K - $7.75K
|
15.3K
$280K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
390+ 3.77% |
$6.6K - $6.95K
|
10.7K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
363+ 3.1% |
$6.15K - $6.47K
|
12.1K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
362+ 1.46% |
$6.13K - $6.45K
|
25.2K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
347New |
$5.87K - $6.18K
|
347
$6.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
325New |
$5.5K - $5.79K
|
325
$5.95K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
314New |
$5.32K - $5.59K
|
314
$5.75K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
289+ 2.26% |
$4.89K - $5.15K
|
13.1K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
216New |
$3.66K - $3.85K
|
216
$3.95K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
99+ 0.07% |
$1.68K - $1.76K
|
144K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
92+ 0.7% |
$1.56K - $1.64K
|
13.2K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.08% |
$1.27K - $1.34K
|
95.3K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 1.44% |
$711 - $748
|
2.97K
$54.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27+ 0.24% |
$457 - $481
|
11.1K
$203K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 1.45% |
$322 - $338
|
1.33K
$24.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$135 - $142
|
8
$146
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
135KNew |
$2.37M - $2.42M
|
135K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
54.5K+ 7.49% |
$955K - $973K
|
782K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53.9KNew |
$944K - $963K
|
53.9K
$986K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
23.6KNew |
$414K - $422K
|
23.6K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$383K - $390K
|
21.8K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21K+ 21.66% |
$369K - $376K
|
118K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18.9KNew |
$332K - $338K
|
18.9K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.3KNew |
$303K - $309K
|
17.3K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
17K+ 7.22% |
$297K - $303K
|
252K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9KNew |
$261K - $266K
|
14.9K
$272K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
14K+ 48.26% |
$246K - $251K
|
43.1K
$790K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5K+ 1.62% |
$237K - $242K
|
850K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.4KNew |
$217K - $221K
|
12.4K
$227K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.74KNew |
$136K - $138K
|
7.74K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5K+ 37.88% |
$87.7K - $89.4K
|
18.2K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.9K+ 17.58% |
$85.9K - $87.6K
|
32.8K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.49KNew |
$78.6K - $80.1K
|
4.49K
$82.1K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.24K+ 8.2% |
$74.4K - $75.8K
|
56K
$1.02M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3.11KNew |
$54.6K - $55.6K
|
3.11K
$57K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.43K+ 11.84% |
$25.1K - $25.6K
|
13.5K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
900New |
$15.8K - $16.1K
|
900
$16.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
740+ 1.31% |
$13K - $13.2K
|
57.2K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
574New |
$10.1K - $10.3K
|
574
$10.5K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
562+ 14.97% |
$9.85K - $10K
|
4.32K
$79K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
323New |
$5.66K - $5.77K
|
323
$5.91K
|
|