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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-537- 2.22% |
$9.09K - $9.56K
|
23.7K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-524- 2.87% |
$8.87K - $9.33K
|
17.7K
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 13.79% |
$6.77K - $7.12K
|
2.5K
$45.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-285- 0.81% |
$4.83K - $5.08K
|
35K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-116- 33.14% |
$1.96K - $2.07K
|
234
$4.28K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150K- 99.09% |
$2.64M - $2.69M
|
1.37K
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.2K- 50.33% |
$354K - $361K
|
19.9K
$365K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.6K- 34.05% |
$256K - $261K
|
28.3K
$518K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-14.3K- 46.3% |
$251K - $256K
|
16.6K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.3K- 47.87% |
$163K - $166K
|
10.1K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.68K- 29.45% |
$117K - $119K
|
16K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 9.67% |
$80.8K - $82.3K
|
43.1K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.92K- 22.09% |
$51.1K - $52.1K
|
10.3K
$188K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.6K- 9.73% |
$28.1K - $28.6K
|
14.9K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.5K- 84.01% |
$26.2K - $26.8K
|
285
$5.22K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.38K- 4.12% |
$24.2K - $24.7K
|
32.2K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.36K- 11.59% |
$23.8K - $24.2K
|
10.4K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.16K- 99.06% |
$20.4K - $20.8K
|
11
$201
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-812- 6.28% |
$14.2K - $14.5K
|
12.1K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-769- 7.12% |
$13.5K - $13.7K
|
10K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 2.08% |
$8.77K - $8.94K
|
23.5K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-450- 3.69% |
$7.89K - $8.04K
|
11.7K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-28- 7.39% |
$491 - $500
|
351
$6.42K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-278K- 92.28% |
$4.9M - $5.05M
|
23.3K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.19K- 33.68% |
$162K - $167K
|
18.1K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 50.92% |
$62.2K - $64K
|
3.4K
$62.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.8K- 4.76% |
$49.4K - $50.9K
|
56K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.14K- 7.14% |
$37.7K - $38.8K
|
27.8K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.98K- 0.35% |
$34.9K - $35.9K
|
565K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-712- 3.75% |
$12.6K - $12.9K
|
18.3K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-291- 1.88% |
$5.14K - $5.29K
|
15.2K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 1.96% |
$3.79K - $3.91K
|
10.7K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-40- 1.84% |
$706 - $727
|
2.13K
$39K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-30- 0.23% |
$530 - $545
|
12.9K
$236K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-329K- 9.96% |
$5.71M - $6M
|
2.98M
$54.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-265K- 67.84% |
$4.59M - $4.82M
|
125K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.4K- 0.67% |
$649K - $681K
|
5.52M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-11.5K- 4.35% |
$200K - $210K
|
254K
$4.64M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.53K- 3.78% |
$78.5K - $82.4K
|
115K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.22K- 23.74% |
$73.2K - $76.9K
|
13.6K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-996- 3.15% |
$17.3K - $18.1K
|
30.6K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-700- 50.0% |
$12.1K - $12.8K
|
700
$12.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-592- 5.11% |
$10.3K - $10.8K
|
11K
$201K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-207- 26.99% |
$3.59K - $3.77K
|
560
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 0.13% |
$694 - $729
|
29.9K
$547K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 0.42% |
$69.4 - $72.9
|
938
$17.2K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67K- 15.77% |
$1.14M - $1.17M
|
358K
$6.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-39.7K- 36.82% |
$674K - $693K
|
68.2K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-37.6K- 67.64% |
$638K - $656K
|
18K
$329K
|
|