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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380K+ 87.63% |
$6.43M - $6.76M
|
813K
$14.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
321KNew |
$5.44M - $5.72M
|
321K
$5.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
264KNew |
$4.47M - $4.7M
|
264K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
165K+ 10.81% |
$2.79M - $2.94M
|
1.69M
$30.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
156K+ 48.95% |
$2.65M - $2.78M
|
475K
$8.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
71.2K+ 45.56% |
$1.21M - $1.27M
|
227K
$4.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
60.5K+ 5.31% |
$1.02M - $1.08M
|
1.2M
$21.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55K+ 5.63% |
$930K - $979K
|
1.03M
$18.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.1K+ 42.39% |
$713K - $750K
|
141K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.7K+ 3.87% |
$706K - $742K
|
1.12M
$20M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
36.6K+ 254.54% |
$620K - $652K
|
51K
$912K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.8K+ 9.59% |
$589K - $620K
|
398K
$7.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
32.5K+ 168.36% |
$551K - $579K
|
51.8K
$927K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28.7K+ 8.12% |
$486K - $512K
|
382K
$6.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$446K - $469K
|
26.3K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 2.73% |
$429K - $452K
|
953K
$17M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 211.29% |
$415K - $437K
|
36.1K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.9K+ 4.7% |
$371K - $390K
|
488K
$8.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21.4KNew |
$362K - $381K
|
21.4K
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19K+ 12.77% |
$321K - $338K
|
168K
$3M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
18.8K+ 4.05% |
$319K - $336K
|
484K
$8.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14K+ 3.85% |
$237K - $249K
|
377K
$6.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.7KNew |
$232K - $245K
|
13.7K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4K+ 3.12% |
$227K - $238K
|
442K
$7.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.3K+ 7.85% |
$226K - $238K
|
183K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
13K+ 2.4% |
$220K - $232K
|
555K
$9.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7KNew |
$180K - $190K
|
10.7K
$191K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.65K+ 32.66% |
$163K - $172K
|
39.2K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.76K+ 73.86% |
$148K - $156K
|
20.6K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.62K+ 1.81% |
$146K - $153K
|
486K
$8.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.46K+ 9.65% |
$143K - $151K
|
96.1K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.67K+ 2.13% |
$130K - $137K
|
368K
$6.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.21K+ 6.2% |
$105K - $111K
|
106K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.09K+ 1.51% |
$103K - $108K
|
409K
$7.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.14K+ 13.46% |
$87K - $91.6K
|
43.3K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.86KNew |
$82.3K - $86.6K
|
4.86K
$86.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
4.32K+ 19.54% |
$73.1K - $76.9K
|
26.4K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 3.32% |
$68.4K - $71.9K
|
126K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.61K+ 12.35% |
$61.1K - $64.3K
|
32.8K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.01K+ 12.46% |
$50.9K - $53.6K
|
27.1K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 11.63% |
$45.3K - $47.7K
|
25.7K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.61K+ 8.94% |
$44.1K - $46.4K
|
31.7K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 19.02% |
$42.7K - $45K
|
15.8K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
2.4K+ 0.82% |
$40.6K - $42.8K
|
296K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.12K+ 1.85% |
$35.9K - $37.8K
|
117K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.03K+ 18.78% |
$34.4K - $36.2K
|
12.8K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 78.69% |
$20.3K - $21.4K
|
2.73K
$48.7K
|