Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-4.52K- 7.21% |
$80.5K - $83.2K
|
58.2K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.81K- 98.87% |
$85.6K - $88.4K
|
55
$1.01K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.14K- 38.92% |
$127K - $131K
|
11.2K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-9K- 7.02% |
$160K - $166K
|
119K
$2.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-11.8K- 19.28% |
$211K - $218K
|
49.5K
$913K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-17.1K- 0.78% |
$305K - $315K
|
2.17M
$39.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.5K- 6.3% |
$329K - $340K
|
275K
$5.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59.6K- 12.54% |
$1.06M - $1.1M
|
416K
$7.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-82.3K- 70.5% |
$1.47M - $1.51M
|
34.5K
$635K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84.4K- 48.92% |
$1.5M - $1.55M
|
88.2K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-602K- 59.3% |
$10.7M - $11.1M
|
413K
$7.61M
|