Purchases and Sales Made in Q1 2025 in First Tr Pfd Secs & Income ETF (FPE)
This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR PFD SECS & INCOME ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2K+ 8.88% |
$232K - $236K
|
162K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
12.7K+ 3.93% |
$223K - $228K
|
337K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.4KNew |
$217K - $221K
|
12.4K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
12.4K+ 50.37% |
$217K - $221K
|
36.9K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.2K+ 0.66% |
$214K - $218K
|
1.85M
$32.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12K+ 3.02% |
$210K - $214K
|
409K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 7.34% |
$209K - $213K
|
175K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.7K+ 6.76% |
$206K - $210K
|
185K
$3.25M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.6KNew |
$203K - $207K
|
11.6K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.1KNew |
$194K - $198K
|
11.1K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.8KNew |
$190K - $193K
|
10.8K
$190K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6K+ 8.05% |
$186K - $190K
|
143K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.4KNew |
$182K - $185K
|
10.4K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$178K - $181K
|
10.1K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10K+ 7.55% |
$176K - $179K
|
143K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.96K+ 7.72% |
$175K - $178K
|
139K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.31K+ 47.0% |
$163K - $166K
|
29.1K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 17.1% |
$152K - $155K
|
59.4K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.24K+ 3.52% |
$145K - $147K
|
243K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.74KNew |
$136K - $138K
|
7.74K
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.48K+ 17.85% |
$131K - $134K
|
49.4K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.42K+ 5.51% |
$130K - $133K
|
142K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.34KNew |
$129K - $131K
|
7.34K
$129K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.96K+ 8.63% |
$122K - $124K
|
87.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.67K+ 2.02% |
$117K - $119K
|
337K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.25K+ 34.25% |
$110K - $112K
|
24.5K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.1K+ 5.62% |
$107K - $109K
|
115K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.85K+ 3.56% |
$103K - $105K
|
170K
$2.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.63K+ 0.82% |
$98.7K - $101K
|
694K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.6K+ 49.25% |
$98.2K - $100K
|
17K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.53K+ 16.94% |
$97K - $98.8K
|
38.2K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.51K+ 9.74% |
$96.6K - $98.5K
|
62.1K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.32K+ 13641.03% |
$93.3K - $95.1K
|
5.36K
$94.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.31K+ 1.48% |
$93K - $94.8K
|
363K
$6.37M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5K+ 37.88% |
$87.7K - $89.4K
|
18.2K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.92K+ 5.73% |
$86.2K - $87.9K
|
90.8K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.9K+ 17.58% |
$85.9K - $87.6K
|
32.8K
$576K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.8K+ 6.14% |
$84.1K - $85.8K
|
83K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.74K+ 8.83% |
$83.1K - $84.8K
|
58.5K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.61K+ 2.78% |
$80.7K - $82.3K
|
170K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.56K+ 13.73% |
$79.9K - $81.4K
|
37.7K
$663K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.52K+ 3.86% |
$79.3K - $80.8K
|
122K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.49KNew |
$78.6K - $80.1K
|
4.49K
$78.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.38K+ 29.3% |
$76.7K - $78.2K
|
19.3K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
4.24K+ 8.2% |
$74.4K - $75.8K
|
56K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.14K+ 5.3% |
$72.6K - $74K
|
82.2K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.99K+ 191.64% |
$69.9K - $71.3K
|
6.07K
$107K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.74K+ 14.67% |
$65.5K - $66.8K
|
29.2K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.71K+ 23.83% |
$65.1K - $66.4K
|
19.3K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 3.88% |
$57.7K - $58.8K
|
88K
$1.55M
|