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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
323New |
$5.66K - $5.77K
|
323
$5.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
315+ 2.62% |
$5.52K - $5.63K
|
12.3K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
272New |
$4.77K - $4.86K
|
272
$4.98K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 1.79% |
$3.51K - $3.57K
|
11.4K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
136+ 2.42% |
$2.38K - $2.43K
|
5.75K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32New |
$561 - $572
|
32
$586
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
29New |
$508 - $518
|
29
$531
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
14+ 0.34% |
$245 - $250
|
4.16K
$76.1K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
842KNew |
$14.9M - $15.3M
|
842K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
327KNew |
$5.77M - $5.94M
|
327K
$5.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
45.1KNew |
$795K - $819K
|
45.1K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.5KNew |
$574K - $591K
|
32.5K
$595K
|
|
|
Jul 25, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
20.4KNew |
$361K - $372K
|
20.4K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
18.5KNew |
$326K - $336K
|
18.5K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1KNew |
$232K - $239K
|
13.1K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.8KNew |
$208K - $214K
|
11.8K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.3KNew |
$199K - $205K
|
11.3K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.1KNew |
$196K - $201K
|
11.1K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 88.27% |
$192K - $197K
|
23.1K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.3KNew |
$181K - $186K
|
10.3K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.91K+ 11.27% |
$69K - $71K
|
38.6K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
3.39KNew |
$59.8K - $61.6K
|
3.39K
$62K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5K+ 1655.63% |
$44.1K - $45.5K
|
2.65K
$48.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$39.2K - $40.4K
|
2.22K
$40.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$34.6K - $35.7K
|
1.96K
$35.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.4KNew |
$24.7K - $25.5K
|
1.4K
$25.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$24.2K - $25K
|
1.37K
$25.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.3KNew |
$22.9K - $23.6K
|
1.3K
$23.8K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.18KNew |
$20.8K - $21.4K
|
1.18K
$21.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
812New |
$14.3K - $14.8K
|
812
$14.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
700New |
$12.4K - $12.7K
|
700
$12.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
600New |
$10.6K - $10.9K
|
600
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
559New |
$9.87K - $10.2K
|
559
$10.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
307+ 0.86% |
$5.42K - $5.58K
|
36.2K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
285+ 1.88% |
$5.03K - $5.18K
|
15.5K
$283K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
220New |
$3.88K - $4K
|
220
$4.03K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
200+ 0.1% |
$3.53K - $3.64K
|
200K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
193+ 0.28% |
$3.41K - $3.51K
|
69.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
106New |
$1.87K - $1.93K
|
106
$1.94K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$88.3 - $90.9
|
5
$91.5
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
75.9K+ 20.31% |
$1.32M - $1.38M
|
450K
$8.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41.9KNew |
$727K - $763K
|
41.9K
$767K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.3K+ 141.85% |
$682K - $716K
|
67K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.7K+ 26.79% |
$602K - $632K
|
164K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
27.6K+ 71.8% |
$479K - $504K
|
66.1K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18.5KNew |
$321K - $337K
|
18.5K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12K+ 8.08% |
$207K - $218K
|
160K
$2.93M
|
|