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 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-41.4K- 22.99% |
$701K - $737K
|
139K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-49.3K- 11.08% |
$834K - $877K
|
395K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-57.1K- 41.52% |
$967K - $1.02M
|
80.4K
$1.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-64.5K- 13.96% |
$1.09M - $1.15M
|
397K
$7.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70K- 30.8% |
$1.19M - $1.25M
|
157K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-82.2K- 48.24% |
$1.39M - $1.46M
|
88.1K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-84.3K- 87.67% |
$1.43M - $1.5M
|
11.9K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-90.5K- 7.27% |
$1.53M - $1.61M
|
1.15M
$21.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-94.5K- 23.17% |
$1.6M - $1.68M
|
313K
$5.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-98K- 3.82% |
$1.66M - $1.74M
|
2.47M
$45.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109K- 44.28% |
$1.85M - $1.95M
|
138K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131K- 9.46% |
$2.21M - $2.33M
|
1.25M
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-139K- 1.56% |
$2.35M - $2.47M
|
8.74M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-149K- 16.01% |
$2.52M - $2.65M
|
782K
$14.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-172K- 93.21% |
$2.92M - $3.07M
|
12.5K
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-192K- 45.71% |
$3.25M - $3.42M
|
228K
$4.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-203K- 47.98% |
$3.43M - $3.61M
|
220K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246K- 10.72% |
$4.17M - $4.38M
|
2.05M
$37.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-317K- 17.12% |
$5.37M - $5.65M
|
1.54M
$28.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-347K- 13.7% |
$5.87M - $6.17M
|
2.18M
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-374K- 2.49% |
$6.33M - $6.66M
|
14.6M
$270M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-514K- 3.58% |
$8.7M - $9.16M
|
13.8M
$255M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-867K- 1.66% |
$14.7M - $15.4M
|
51.4M
$948M
|