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 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.03K+ 18.78% |
$34.4K - $36.2K
|
12.8K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.87KNew |
$31.6K - $33.3K
|
1.87K
$34.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 11.86% |
$27.9K - $29.4K
|
15.6K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.5K+ 0.92% |
$25.3K - $26.6K
|
164K
$3.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.49K+ 2.43% |
$25.2K - $26.5K
|
62.8K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.4K+ 3.51% |
$23.7K - $24.9K
|
41.3K
$761K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.28KNew |
$21.7K - $22.8K
|
1.28K
$23.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.2K+ 78.69% |
$20.3K - $21.4K
|
2.73K
$50.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 1.33% |
$18.7K - $19.7K
|
84.1K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.05K+ 0.54% |
$17.8K - $18.8K
|
196K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.05K+ 10.39% |
$17.8K - $18.7K
|
11.2K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$17.8K - $18.7K
|
1.05K
$19.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.03K+ 0.34% |
$17.4K - $18.3K
|
298K
$5.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.02K+ 2.88% |
$17.3K - $18.2K
|
36.5K
$674K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
961+ 0.79% |
$16.3K - $17.1K
|
123K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
874+ 7.98% |
$14.8K - $15.6K
|
11.8K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
850+ 3.46% |
$14.4K - $15.1K
|
25.4K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
809+ 0.17% |
$13.7K - $14.4K
|
477K
$8.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
732+ 7.24% |
$12.4K - $13K
|
10.8K
$200K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
695+ 12.72% |
$11.8K - $12.4K
|
6.16K
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
653New |
$11.1K - $11.6K
|
653
$12K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
636+ 1.03% |
$10.8K - $11.3K
|
62.2K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
634+ 0.92% |
$10.7K - $11.3K
|
69.3K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
505+ 385.5% |
$8.55K - $8.99K
|
636
$11.7K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
447+ 0.75% |
$7.57K - $7.96K
|
59.8K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
435+ 2.93% |
$7.36K - $7.75K
|
15.3K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
432+ 1.72% |
$7.31K - $7.69K
|
25.5K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
408+ 0.46% |
$6.91K - $7.27K
|
89.8K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
395+ 2.5% |
$6.69K - $7.03K
|
16.2K
$299K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
390+ 3.77% |
$6.6K - $6.95K
|
10.7K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
376+ 2.41% |
$6.37K - $6.7K
|
16K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
366+ 0.45% |
$6.2K - $6.52K
|
82.4K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
363+ 3.1% |
$6.15K - $6.47K
|
12.1K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
362+ 1.46% |
$6.13K - $6.45K
|
25.2K
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
347New |
$5.87K - $6.18K
|
347
$6.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
330+ 1.32% |
$5.59K - $5.88K
|
25.3K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
325New |
$5.5K - $5.79K
|
325
$5.99K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
314New |
$5.32K - $5.59K
|
314
$5.79K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
309+ 0.95% |
$5.23K - $5.5K
|
32.8K
$605K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
289+ 2.26% |
$4.89K - $5.15K
|
13.1K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
243+ 1.16% |
$4.11K - $4.33K
|
21.1K
$389K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
240+ 1.12% |
$4.06K - $4.27K
|
21.6K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
229+ 0.18% |
$3.88K - $4.08K
|
131K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
221+ 1.4% |
$3.74K - $3.94K
|
16K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
216New |
$3.66K - $3.85K
|
216
$3.98K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
206+ 37.73% |
$3.49K - $3.67K
|
752
$13.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
197+ 0.97% |
$3.34K - $3.51K
|
20.4K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
120+ 0.5% |
$2.03K - $2.14K
|
24.2K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
114New |
$1.93K - $2.03K
|
114
$2.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
113+ 0.04% |
$1.91K - $2.01K
|
262K
$4.84M
|