Latest Institutional Transactions on First Tr Pfd Secs & Income ETF (FPE)
This table provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380K+ 87.63% |
$6.43M - $6.76M
|
813K
$14.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-49.3K- 11.08% |
$834K - $877K
|
395K
$7.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
2.4K+ 0.82% |
$40.6K - $42.8K
|
296K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
309+ 0.95% |
$5.23K - $5.5K
|
32.8K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.88K- 19.02% |
$82.6K - $86.9K
|
20.8K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
4.32K+ 19.54% |
$73.1K - $76.9K
|
26.4K
$471K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
113+ 0.04% |
$1.91K - $2.01K
|
262K
$4.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 11.63% |
$45.3K - $47.7K
|
25.7K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
99+ 0.07% |
$1.68K - $1.76K
|
144K
$2.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$50.8 - $53.4
|
50.1K
$892K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-5.67K- 11.59% |
$96K - $101K
|
43.3K
$770K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-524- 2.87% |
$8.87K - $9.33K
|
17.7K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.03K- 4.67% |
$34.3K - $36.1K
|
41.4K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.76K+ 73.86% |
$148K - $156K
|
20.6K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-747- 1.2% |
$12.6K - $13.3K
|
61.3K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.14K+ 13.46% |
$87K - $91.6K
|
43.3K
$772K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.7K- 6.92% |
$62.6K - $65.8K
|
49.7K
$886K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.2K- 13.22% |
$37.3K - $39.3K
|
14.5K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.42K- 14.28% |
$91.7K - $96.4K
|
32.5K
$579K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.43K- 2.24% |
$24.1K - $25.4K
|
62.3K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
92+ 0.7% |
$1.56K - $1.64K
|
13.2K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.51K- 17.17% |
$25.6K - $26.9K
|
7.3K
$130K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
13K+ 2.4% |
$220K - $232K
|
555K
$9.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.93% |
$84.7 - $89.1
|
540
$9.62K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
321KNew |
$5.44M - $5.72M
|
321K
$5.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.4K- 24.3% |
$244K - $256K
|
44.9K
$799K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4K+ 3.12% |
$227K - $238K
|
442K
$7.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.7K+ 3.87% |
$706K - $742K
|
1.12M
$19.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.62K+ 1.81% |
$146K - $153K
|
486K
$8.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
36.6K+ 254.54% |
$620K - $652K
|
51K
$908K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
97+ 0.2% |
$1.64K - $1.73K
|
49.7K
$885K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55K+ 5.63% |
$930K - $979K
|
1.03M
$18.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$17.8K - $18.7K
|
1.05K
$18.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.39K- 2.65% |
$23.5K - $24.7K
|
51.1K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28.7K+ 8.12% |
$486K - $512K
|
382K
$6.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
32.5K+ 168.36% |
$551K - $579K
|
51.8K
$923K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131K- 9.46% |
$2.21M - $2.33M
|
1.25M
$22.3M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.12K- 0.75% |
$18.9K - $19.9K
|
148K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 0.77% |
$16.9K - $17.8K
|
128K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.7K- 3.53% |
$182K - $191K
|
293K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
330+ 1.32% |
$5.59K - $5.88K
|
25.3K
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
156K+ 48.95% |
$2.65M - $2.78M
|
475K
$8.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.03K- 13.87% |
$119K - $125K
|
43.7K
$777K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.07K- 3.99% |
$18.1K - $19.1K
|
25.8K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 1.47% |
$423 - $445
|
1.73K
$30.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21.4KNew |
$362K - $381K
|
21.4K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 2.73% |
$429K - $452K
|
953K
$17M
|