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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 6.77% |
$19.1K - $19.7K
|
14.7K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 1.7% |
$18.1K - $18.7K
|
58.8K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-975- 8.14% |
$17.4K - $17.9K
|
11K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-936- 1.94% |
$16.7K - $17.2K
|
47.3K
$866K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-841- 6.13% |
$15K - $15.5K
|
12.9K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-766- 5.34% |
$13.6K - $14.1K
|
13.6K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-752- 1.82% |
$13.4K - $13.8K
|
40.5K
$741K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-725- 5.01% |
$12.9K - $13.3K
|
13.7K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-689- 1.67% |
$12.3K - $12.7K
|
40.7K
$745K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-674- 1.3% |
$12K - $12.4K
|
51.2K
$936K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-615- 1.39% |
$11K - $11.3K
|
43.6K
$798K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-607- 4.01% |
$10.8K - $11.2K
|
14.5K
$266K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-525- 17.74% |
$9.35K - $9.65K
|
2.43K
$44.5K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-514- 2.91% |
$9.15K - $9.45K
|
17.2K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-495- 0.32% |
$8.82K - $9.1K
|
156K
$2.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-483- 1.41% |
$8.6K - $8.88K
|
33.7K
$616K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-449- 12.97% |
$8K - $8.26K
|
3.01K
$55.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-412- 0.94% |
$7.34K - $7.58K
|
43.2K
$791K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-390- 0.69% |
$6.95K - $7.17K
|
55.8K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-387- 1.81% |
$6.89K - $7.12K
|
21K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-362- 2.36% |
$6.45K - $6.66K
|
15K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-313- 2.8% |
$5.57K - $5.76K
|
10.9K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-305- 1.19% |
$5.43K - $5.61K
|
25.2K
$462K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-277- 3.74% |
$4.93K - $5.09K
|
7.12K
$130K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-241- 12.21% |
$4.29K - $4.43K
|
1.73K
$31.7K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-217- 1.09% |
$3.86K - $3.99K
|
19.7K
$360K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-212- 0.41% |
$3.78K - $3.9K
|
51.9K
$950K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-187- 1.27% |
$3.33K - $3.44K
|
14.6K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-147- 0.6% |
$2.62K - $2.7K
|
24.6K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-140- 2.71% |
$2.49K - $2.57K
|
5.02K
$91.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-74- 1.2% |
$1.32K - $1.36K
|
6.07K
$111K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-54- 0.39% |
$962 - $993
|
13.9K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 0.77% |
$695 - $717
|
5.01K
$91.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-10- 0.04% |
$178 - $184
|
25.7K
$470K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$17.8 - $18.4
|
50.1K
$917K
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-84.3K- 87.67% |
$1.43M - $1.5M
|
11.9K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70K- 30.8% |
$1.19M - $1.25M
|
157K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-36.6K- 71.79% |
$620K - $652K
|
14.4K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.23K- 29.62% |
$139K - $147K
|
19.6K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.24K- 92.91% |
$88.7K - $93.3K
|
400
$7.32K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.73K- 22.2% |
$63.1K - $66.4K
|
13.1K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-2.97K- 12.65% |
$50.2K - $52.9K
|
20.5K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.3% |
$46.6K - $49K
|
24K
$438K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.07K- 9.12% |
$35K - $36.8K
|
20.6K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.51K- 17.17% |
$25.6K - $26.9K
|
7.3K
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.43K- 2.24% |
$24.1K - $25.4K
|
62.3K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.39K- 2.65% |
$23.5K - $24.7K
|
51.1K
$935K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 44.93% |
$20.7K - $21.8K
|
1.5K
$27.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1K- 4.43% |
$16.9K - $17.8K
|
21.6K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-952- 6.67% |
$16.1K - $17K
|
13.3K
$244K
|
|