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 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.2K+ 4.06% |
$477K - $502K
|
722K
$13.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$446K - $469K
|
26.3K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.6K+ 5.18% |
$433K - $456K
|
520K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.5K+ 13.74% |
$431K - $453K
|
211K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 2.73% |
$429K - $452K
|
953K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 211.29% |
$415K - $437K
|
36.1K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.2K+ 31.65% |
$392K - $413K
|
96.4K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.2K+ 3.82% |
$376K - $396K
|
604K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.9K+ 4.7% |
$371K - $390K
|
488K
$8.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21.4KNew |
$362K - $381K
|
21.4K
$395K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
21.3K+ 35.11% |
$361K - $380K
|
82.1K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.1K+ 3.68% |
$357K - $375K
|
594K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.1KNew |
$340K - $358K
|
20.1K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19K+ 12.77% |
$321K - $338K
|
168K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
18.8K+ 4.05% |
$319K - $336K
|
484K
$8.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
18.3K+ 10.62% |
$310K - $326K
|
191K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.3K+ 4.87% |
$309K - $325K
|
393K
$7.25M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.2K+ 13.11% |
$307K - $323K
|
157K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.1K+ 3.69% |
$306K - $322K
|
508K
$9.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.7K+ 12.42% |
$300K - $316K
|
161K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.6KNew |
$298K - $313K
|
17.6K
$325K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.9K+ 46.75% |
$286K - $301K
|
53K
$977K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.8K+ 108.82% |
$251K - $264K
|
28.4K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.8KNew |
$250K - $263K
|
14.8K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$248K - $261K
|
14.7K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4KNew |
$244K - $256K
|
14.4K
$265K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.3K+ 9.77% |
$242K - $255K
|
161K
$2.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14.2K+ 4.13% |
$241K - $254K
|
359K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14KNew |
$237K - $249K
|
14K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14K+ 3.85% |
$237K - $249K
|
377K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.9K+ 116.38% |
$235K - $247K
|
25.8K
$475K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.7KNew |
$232K - $245K
|
13.7K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4K+ 3.12% |
$227K - $238K
|
442K
$8.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.3K+ 7.85% |
$226K - $238K
|
183K
$3.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13.3KNew |
$225K - $237K
|
13.3K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
13K+ 2.4% |
$220K - $232K
|
555K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8K+ 6.25% |
$216K - $227K
|
217K
$4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.7K+ 4.02% |
$215K - $226K
|
329K
$6.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$203K - $213K
|
12K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
11.8KNew |
$200K - $210K
|
11.8K
$218K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 3.26% |
$192K - $202K
|
359K
$6.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.1K+ 2.69% |
$187K - $197K
|
422K
$7.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7KNew |
$180K - $190K
|
10.7K
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$179K - $189K
|
10.6K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
10.6KNew |
$179K - $188K
|
10.6K
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$189K
|