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 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
10.1KNew |
$171K - $180K
|
10.1K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$170K - $179K
|
10.1K
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.8K+ 0.57% |
$166K - $175K
|
1.73M
$31.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.65K+ 32.66% |
$163K - $172K
|
39.2K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.24K+ 2.55% |
$156K - $164K
|
372K
$6.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.76K+ 73.86% |
$148K - $156K
|
20.6K
$380K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.62K+ 1.81% |
$146K - $153K
|
486K
$8.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.46K+ 9.65% |
$143K - $151K
|
96.1K
$1.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.2K+ 5.46% |
$139K - $146K
|
159K
$2.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
7.76K+ 61.9% |
$131K - $138K
|
20.3K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.67K+ 2.13% |
$130K - $137K
|
368K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.53KNew |
$128K - $134K
|
7.53K
$139K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.23K+ 6.53% |
$122K - $129K
|
118K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.04K+ 26.23% |
$119K - $125K
|
33.9K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
6.47K+ 1.92% |
$110K - $115K
|
343K
$6.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.21K+ 6.2% |
$105K - $111K
|
106K
$1.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.09K+ 1.51% |
$103K - $108K
|
409K
$7.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6.06K+ 4.22% |
$103K - $108K
|
150K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.55KNew |
$94K - $98.9K
|
5.55K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.48K+ 5.97% |
$92.8K - $97.6K
|
97.3K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.14K+ 13.46% |
$87K - $91.6K
|
43.3K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98K+ 5.49% |
$84.3K - $88.7K
|
95.7K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.92K+ 0.87% |
$83.3K - $87.6K
|
570K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.86KNew |
$82.3K - $86.6K
|
4.86K
$89.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.32K+ 3.04% |
$73.2K - $77K
|
146K
$2.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
4.32K+ 19.54% |
$73.1K - $76.9K
|
26.4K
$487K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.25K+ 0.36% |
$72K - $75.8K
|
1.18M
$21.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.16K+ 23.22% |
$70.4K - $74.1K
|
22.1K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.16K+ 9.26% |
$70.3K - $74K
|
49K
$904K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.05K+ 2.14% |
$68.6K - $72.2K
|
194K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 3.32% |
$68.4K - $71.9K
|
126K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.77K+ 1.17% |
$63.7K - $67.1K
|
325K
$6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.75K+ 0.87% |
$63.5K - $66.8K
|
436K
$8.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.61K+ 12.35% |
$61.1K - $64.3K
|
32.8K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.53K+ 7.88% |
$59.7K - $62.8K
|
48.3K
$890K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.27KNew |
$55.3K - $58.2K
|
3.27K
$60.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.26K+ 7.51% |
$55.1K - $58K
|
46.6K
$859K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.11KNew |
$52.7K - $55.5K
|
3.11K
$57.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.09K+ 18.22% |
$52.3K - $55.1K
|
20.1K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.01K+ 12.46% |
$50.9K - $53.6K
|
27.1K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 11.63% |
$45.3K - $47.7K
|
25.7K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.65K+ 0.7% |
$44.8K - $47.2K
|
380K
$7.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.61K+ 8.94% |
$44.1K - $46.4K
|
31.7K
$585K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.55K+ 6.89% |
$43.2K - $45.5K
|
39.6K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 19.02% |
$42.7K - $45K
|
15.8K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.49K+ 3.14% |
$42.2K - $44.4K
|
81.8K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
2.4K+ 0.82% |
$40.6K - $42.8K
|
296K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.31K+ 2.97% |
$39K - $41.1K
|
79.9K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.27% |
$37.6K - $39.5K
|
177K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.12K+ 1.85% |
$35.9K - $37.8K
|
117K
$2.15M
|