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 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
99+ 0.07% |
$1.68K - $1.76K
|
144K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
97+ 0.2% |
$1.64K - $1.73K
|
49.7K
$917K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
92+ 0.66% |
$1.56K - $1.64K
|
14K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
92+ 0.7% |
$1.56K - $1.64K
|
13.2K
$244K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
91+ 0.05% |
$1.54K - $1.62K
|
196K
$3.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88+ 0.36% |
$1.49K - $1.57K
|
24.6K
$454K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.08% |
$1.27K - $1.34K
|
95.3K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74+ 1.22% |
$1.25K - $1.32K
|
6.15K
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
69+ 0.41% |
$1.17K - $1.23K
|
16.9K
$311K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 0.61% |
$762 - $801
|
7.39K
$136K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 1.44% |
$711 - $748
|
2.97K
$54.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 0.22% |
$542 - $570
|
14.8K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27+ 0.24% |
$457 - $481
|
11.1K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 1.47% |
$423 - $445
|
1.73K
$31.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
23+ 52.27% |
$389 - $410
|
67
$1.24K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21+ 0.03% |
$356 - $374
|
80.8K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
20+ 1.49% |
$339 - $356
|
1.36K
$25.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 1.45% |
$322 - $338
|
1.33K
$24.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.04% |
$152 - $160
|
24.7K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$135 - $142
|
8
$148
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 0.01% |
$84.7 - $89.1
|
39K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.93% |
$84.7 - $89.1
|
540
$9.96K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
5+ 0.05% |
$84.7 - $89.1
|
10.5K
$194K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
4+ 1.29% |
$67.7 - $71.2
|
313
$5.77K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$50.8 - $53.4
|
50.1K
$924K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.28% |
$84.7 - $89.1
|
1.77K
$32.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.89% |
$847 - $890
|
5.57K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-89- 0.24% |
$1.51K - $1.59K
|
36.4K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-112- 89.6% |
$1.9K - $1.99K
|
13
$240
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-116- 33.14% |
$1.96K - $2.07K
|
234
$4.31K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.14% |
$2.03K - $2.14K
|
87.9K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-164- 0.33% |
$2.78K - $2.92K
|
49.2K
$908K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-254- 1.58% |
$4.3K - $4.52K
|
15.8K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-263- 2.27% |
$4.45K - $4.68K
|
11.3K
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-273- 0.16% |
$4.62K - $4.86K
|
166K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-285- 0.81% |
$4.83K - $5.08K
|
35K
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-308- 5.75% |
$5.21K - $5.49K
|
5.05K
$93.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-365- 0.92% |
$6.18K - $6.5K
|
39.5K
$728K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 13.79% |
$6.77K - $7.12K
|
2.5K
$46.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-524- 2.87% |
$8.87K - $9.33K
|
17.7K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-537- 2.22% |
$9.09K - $9.56K
|
23.7K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-565- 5.18% |
$9.57K - $10.1K
|
10.3K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-650- 0.79% |
$11K - $11.6K
|
81.6K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-747- 1.2% |
$12.6K - $13.3K
|
61.3K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-786- 0.31% |
$13.3K - $14K
|
252K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-790- 5.14% |
$13.4K - $14.1K
|
14.6K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-886- 4.78% |
$15K - $15.8K
|
17.7K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-898- 4.37% |
$15.2K - $16K
|
19.6K
$362K
|