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
|
Mjp Associates Inc
|
SELL
|
- |
-4.15K- 6.79% |
$70.3K - $73.9K
|
57K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-4.2K- 7.99% |
$71.1K - $74.8K
|
48.4K
$892K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.46K- 1.2% |
$75.6K - $79.5K
|
368K
$6.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.58K- 3.42% |
$77.5K - $81.6K
|
129K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.58K- 0.68% |
$77.6K - $81.6K
|
668K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-4.61K- 16.02% |
$78K - $82K
|
24.1K
$445K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.71K- 8.06% |
$79.8K - $83.9K
|
53.8K
$992K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.88K- 19.02% |
$82.6K - $86.9K
|
20.8K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.97K- 3.07% |
$84.1K - $88.4K
|
157K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5K- 13.35% |
$84.7K - $89.1K
|
32.4K
$598K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-5.21K- 11.6% |
$88.1K - $92.7K
|
39.7K
$731K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.24K- 92.91% |
$88.7K - $93.3K
|
400
$7.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-5.35K- 0.39% |
$90.6K - $95.3K
|
1.38M
$25.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.42K- 14.28% |
$91.7K - $96.4K
|
32.5K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.61K- 14.87% |
$95K - $99.9K
|
32.1K
$592K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-5.66K- 43.13% |
$95.8K - $101K
|
7.46K
$138K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-5.67K- 11.59% |
$96K - $101K
|
43.3K
$798K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-5.71K- 6.15% |
$96.7K - $102K
|
87.1K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-5.71K- 4.67% |
$96.7K - $102K
|
117K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.94K- 4.28% |
$101K - $106K
|
133K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-5.99K- 9.63% |
$101K - $107K
|
56.2K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-6K- 15.12% |
$102K - $107K
|
33.7K
$621K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 6.41% |
$106K - $111K
|
91.3K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-6.28K- 16.99% |
$106K - $112K
|
30.7K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.6K- 5.3% |
$112K - $118K
|
118K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.03K- 13.87% |
$119K - $125K
|
43.7K
$805K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-7.54K- 8.62% |
$128K - $134K
|
80K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.6K- 0.9% |
$129K - $135K
|
840K
$15.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.95K- 2.7% |
$135K - $142K
|
286K
$5.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.23K- 29.62% |
$139K - $147K
|
19.6K
$361K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8.49K- 4.69% |
$144K - $151K
|
173K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.3K- 0.53% |
$175K - $184K
|
1.95M
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.7K- 21.6% |
$181K - $191K
|
38.9K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.7K- 3.53% |
$182K - $191K
|
293K
$5.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.9K- 2.19% |
$219K - $231K
|
579K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-13.4K- 5.37% |
$226K - $238K
|
236K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.5K- 35.2% |
$229K - $241K
|
24.9K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.4K- 24.3% |
$244K - $256K
|
44.9K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 16.55% |
$261K - $275K
|
77.7K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.1K- 0.82% |
$290K - $305K
|
2.06M
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.2K- 35.86% |
$292K - $307K
|
30.8K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-17.3K- 72.7% |
$293K - $308K
|
6.5K
$120K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19.3K- 4.71% |
$326K - $343K
|
390K
$7.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-20.2K- 5.83% |
$343K - $361K
|
327K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-24.4K- 3.45% |
$414K - $435K
|
685K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-26.3K- 4.22% |
$445K - $468K
|
596K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-26.3K- 8.42% |
$446K - $469K
|
286K
$5.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.5K- 5.44% |
$517K - $544K
|
531K
$9.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-36.6K- 71.79% |
$620K - $652K
|
14.4K
$265K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-41.4K- 44.23% |
$700K - $736K
|
52.1K
$961K
|