Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.64M+ 26.82% |
$78.5M - $82.6M
|
21.9M
$404M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.47M+ 1719.95% |
$58.8M - $61.9M
|
3.68M
$67.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.92MNew |
$32.6M - $34.3M
|
1.92M
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14M+ 433.42% |
$19.3M - $20.3M
|
1.4M
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
834KNew |
$14.1M - $14.9M
|
834K
$15.4M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
672K+ 57.97% |
$11.4M - $12M
|
1.83M
$33.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
626K+ 135.61% |
$10.6M - $11.2M
|
1.09M
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
456K+ 554.1% |
$7.71M - $8.11M
|
538K
$9.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
453KNew |
$7.67M - $8.07M
|
453K
$8.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380K+ 87.63% |
$6.43M - $6.76M
|
813K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
321KNew |
$5.44M - $5.72M
|
321K
$5.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
299KNew |
$5.06M - $5.32M
|
299K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
279K+ 2.81% |
$4.73M - $4.98M
|
10.2M
$188M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
264KNew |
$4.47M - $4.7M
|
264K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
235K+ 50.04% |
$3.98M - $4.19M
|
705K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
179K+ 6.59% |
$3.03M - $3.19M
|
2.9M
$53.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
165K+ 10.81% |
$2.79M - $2.94M
|
1.69M
$31.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
156K+ 48.95% |
$2.65M - $2.78M
|
475K
$8.77M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
155KNew |
$2.63M - $2.77M
|
155K
$2.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
154KNew |
$2.61M - $2.74M
|
154K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
154KNew |
$2.6M - $2.74M
|
154K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
142K+ 885.36% |
$2.4M - $2.52M
|
158K
$2.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 8.2% |
$2M - $2.1M
|
1.56M
$28.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
91.9K+ 4.59% |
$1.56M - $1.64M
|
2.09M
$38.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.4K+ 1.17% |
$1.41M - $1.48M
|
7.23M
$133M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
80.7K+ 4.19% |
$1.37M - $1.44M
|
2.01M
$37M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
73.6K+ 297.34% |
$1.25M - $1.31M
|
98.3K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72.3K+ 12.88% |
$1.22M - $1.29M
|
634K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
71.2K+ 45.56% |
$1.21M - $1.27M
|
227K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.7K+ 3.06% |
$1.1M - $1.15M
|
2.18M
$40.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
64K+ 25.22% |
$1.08M - $1.14M
|
318K
$5.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.9K+ 11.44% |
$1.08M - $1.14M
|
622K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
60.5K+ 5.31% |
$1.02M - $1.08M
|
1.2M
$22.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 2.69% |
$933K - $982K
|
2.1M
$38.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55K+ 5.63% |
$930K - $979K
|
1.03M
$19M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.1K+ 42.39% |
$713K - $750K
|
141K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.7K+ 3.87% |
$706K - $742K
|
1.12M
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.4K+ 2.08% |
$683K - $719K
|
1.99M
$36.6M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
39.7K+ 178.26% |
$671K - $706K
|
61.9K
$1.14M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36.6KNew |
$620K - $652K
|
36.6K
$675K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
36.6K+ 254.54% |
$620K - $652K
|
51K
$940K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.1K+ 1.01% |
$594K - $625K
|
3.5M
$64.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.8K+ 9.59% |
$589K - $620K
|
398K
$7.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.5K+ 24.21% |
$585K - $615K
|
177K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
34.1K+ 336.51% |
$577K - $607K
|
44.2K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
32.5K+ 168.36% |
$551K - $579K
|
51.8K
$956K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30.6K+ 5.52% |
$518K - $545K
|
585K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 2.09% |
$517K - $544K
|
1.49M
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
30.2K+ 111.79% |
$511K - $538K
|
57.2K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28.7K+ 8.12% |
$486K - $512K
|
382K
$7.05M
|