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 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-952- 6.67% |
$16.1K - $17K
|
13.3K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-956- 3.78% |
$16.2K - $17K
|
24.4K
$449K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 0.77% |
$16.9K - $17.8K
|
128K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1K- 4.43% |
$16.9K - $17.8K
|
21.6K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 1.2% |
$17.6K - $18.5K
|
86K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.05K- 1.16% |
$17.8K - $18.8K
|
89.7K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.07K- 3.99% |
$18.1K - $19.1K
|
25.8K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.12K- 0.75% |
$18.9K - $19.9K
|
148K
$2.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 44.93% |
$20.7K - $21.8K
|
1.5K
$27.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.28K- 3.47% |
$21.6K - $22.7K
|
35.5K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.33K- 0.55% |
$22.6K - $23.7K
|
241K
$4.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.33K- 8.51% |
$22.6K - $23.8K
|
14.3K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.35K- 10.41% |
$22.8K - $24K
|
11.6K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.35K- 2.15% |
$22.9K - $24.1K
|
61.4K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.38K- 9.77% |
$23.4K - $24.6K
|
12.7K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.39K- 2.65% |
$23.5K - $24.7K
|
51.1K
$942K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.43K- 2.24% |
$24.1K - $25.4K
|
62.3K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.47K- 0.1% |
$24.9K - $26.2K
|
1.41M
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.48K- 11.95% |
$25K - $26.3K
|
10.9K
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.51K- 17.17% |
$25.6K - $26.9K
|
7.3K
$135K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.53K- 10.19% |
$26K - $27.3K
|
13.5K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.57K- 10.55% |
$26.6K - $27.9K
|
13.3K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.58K- 3.27% |
$26.7K - $28.1K
|
46.6K
$860K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.6K- 0.46% |
$27K - $28.4K
|
346K
$6.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 1.19% |
$32.3K - $33.9K
|
159K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.02K- 1.16% |
$34.2K - $36K
|
173K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.03K- 4.67% |
$34.3K - $36.1K
|
41.4K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.07K- 9.12% |
$35K - $36.8K
|
20.6K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.09K- 12.02% |
$35.4K - $37.3K
|
15.3K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.12K- 4.85% |
$35.8K - $37.7K
|
41.5K
$765K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-2.16K- 4.45% |
$36.6K - $38.5K
|
46.4K
$856K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.2K- 13.22% |
$37.3K - $39.3K
|
14.5K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.45K- 13.91% |
$41.4K - $43.6K
|
15.2K
$279K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.5K- 17.26% |
$42.3K - $44.5K
|
12K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.55K- 3.49% |
$43.2K - $45.5K
|
70.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.3% |
$46.6K - $49K
|
24K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.86K- 2.33% |
$48.4K - $50.9K
|
120K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.93K- 7.91% |
$49.7K - $52.3K
|
34.2K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.94K- 0.32% |
$49.8K - $52.4K
|
926K
$17.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-2.97K- 12.65% |
$50.2K - $52.9K
|
20.5K
$378K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.14K- 14.6% |
$53.1K - $55.9K
|
18.3K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.25K- 3.09% |
$55.1K - $58K
|
102K
$1.88M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.3K- 23.02% |
$55.9K - $58.8K
|
11K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.38K- 5.52% |
$57.2K - $60.2K
|
57.9K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.63K- 10.46% |
$61.5K - $64.7K
|
31.1K
$573K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.69K- 12.1% |
$62.4K - $65.6K
|
26.8K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.7K- 6.92% |
$62.6K - $65.8K
|
49.7K
$917K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.72K- 11.66% |
$63K - $66.2K
|
28.2K
$519K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.73K- 22.2% |
$63.1K - $66.4K
|
13.1K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.81K- 19.74% |
$64.5K - $67.9K
|
15.5K
$286K
|