Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-386K- 17.8% |
$6.99M - $7.14M
|
1.78M
$32.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-65.3K- 77.75% |
$1.18M - $1.21M
|
18.7K
$342K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
SELL
|
- |
-40.7K- 60.1% |
$738K - $753K
|
27K
$494K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.8K- 8.0% |
$341K - $348K
|
216K
$3.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.2K- 3.65% |
$257K - $262K
|
373K
$6.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.83K- 1.86% |
$124K - $126K
|
361K
$6.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.52K- 15.08% |
$118K - $121K
|
36.7K
$672K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.5K- 2.33% |
$118K - $120K
|
272K
$4.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-4.3K- 7.38% |
$77.9K - $79.5K
|
53.9K
$987K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.21K- 15.3% |
$58.3K - $59.5K
|
17.8K
$325K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.81K- 5.67% |
$50.9K - $51.9K
|
46.7K
$855K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.56K- 17.53% |
$46.3K - $47.3K
|
12K
$220K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.5K- 16.5% |
$45.4K - $46.3K
|
12.7K
$232K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.31K- 2.67% |
$41.9K - $42.8K
|
84.3K
$1.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.25K- 5.66% |
$40.8K - $41.6K
|
37.5K
$686K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.2K- 16.26% |
$39.8K - $40.6K
|
11.3K
$207K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-2K- 1.68% |
$36.3K - $37K
|
117K
$2.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-775- 0.98% |
$14.1K - $14.3K
|
78K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-630- 4.63% |
$11.4K - $11.7K
|
13K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-352- 1.67% |
$6.39K - $6.52K
|
20.7K
$378K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-298- 0.16% |
$5.41K - $5.52K
|
189K
$3.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-281- 0.07% |
$5.1K - $5.2K
|
395K
$7.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-199- 6.6% |
$3.61K - $3.68K
|
2.82K
$51.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-27- 49.09% |
$490 - $500
|
28
$512
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.62M- 98.48% |
$64.5M - $66.6M
|
56K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-920K- 84.59% |
$16.4M - $16.9M
|
168K
$3.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-602K- 59.3% |
$10.7M - $11.1M
|
413K
$7.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
SELL
|
- |
-321K- 53.81% |
$5.71M - $5.9M
|
275K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-311K- 3.05% |
$5.54M - $5.72M
|
9.9M
$181M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-230K- 9.32% |
$4.1M - $4.23M
|
2.24M
$41M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-179K- 17.97% |
$3.18M - $3.29M
|
816K
$14.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-138K- 36.28% |
$2.46M - $2.54M
|
242K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 8.91% |
$2.37M - $2.45M
|
1.36M
$24.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.2K- 7.13% |
$1.59M - $1.64M
|
1.16M
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-86.2K- 39.22% |
$1.53M - $1.58M
|
134K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-82.3K- 70.5% |
$1.47M - $1.51M
|
34.5K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.5K- 52.66% |
$1.29M - $1.33M
|
65.2K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59.6K- 12.54% |
$1.06M - $1.1M
|
416K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-59.2K- 95.6% |
$1.05M - $1.09M
|
2.73K
$49.9K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-53.4K- 27.21% |
$951K - $982K
|
143K
$2.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-49.4K- 10.18% |
$881K - $909K
|
436K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47K- 44.24% |
$838K - $865K
|
59.3K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-34.9K- 64.94% |
$622K - $642K
|
18.9K
$345K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33.8K- 40.97% |
$601K - $621K
|
48.7K
$890K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33K- 6.36% |
$588K - $607K
|
487K
$8.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.9K- 74.27% |
$514K - $531K
|
10K
$183K
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-26.3K- 56.39% |
$468K - $484K
|
20.3K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-25.2K- 10.71% |
$449K - $464K
|
210K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 29.04% |
$422K - $436K
|
57.9K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.6K- 1.15% |
$421K - $434K
|
2.03M
$37.2M
|
|