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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.9K+ 46.75% |
$286K - $301K
|
53K
$959K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-867K- 1.66% |
$14.7M - $15.4M
|
51.4M
$931M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 3.26% |
$192K - $202K
|
359K
$6.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
390+ 3.77% |
$6.6K - $6.95K
|
10.7K
$195K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.49K+ 2.43% |
$25.2K - $26.5K
|
62.8K
$1.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.55K+ 6.89% |
$43.2K - $45.5K
|
39.6K
$716K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
672K+ 57.97% |
$11.4M - $12M
|
1.83M
$33.2M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.73K- 22.2% |
$63.1K - $66.4K
|
13.1K
$237K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 13.79% |
$6.77K - $7.12K
|
2.5K
$45.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
809+ 0.17% |
$13.7K - $14.4K
|
477K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14KNew |
$237K - $249K
|
14K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
279K+ 2.81% |
$4.73M - $4.98M
|
10.2M
$185M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-24.4K- 3.45% |
$414K - $435K
|
685K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5K- 13.35% |
$84.7K - $89.1K
|
32.4K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.24K+ 2.55% |
$156K - $164K
|
372K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.6K+ 5.18% |
$433K - $456K
|
520K
$9.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.1K+ 3.69% |
$306K - $322K
|
508K
$9.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.55KNew |
$94K - $98.9K
|
5.55K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-374K- 2.49% |
$6.33M - $6.66M
|
14.6M
$265M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3KNew |
$174K - $183K
|
10.3K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
408+ 0.46% |
$6.91K - $7.27K
|
89.8K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-5.99K- 9.63% |
$101K - $107K
|
56.2K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.55K- 3.49% |
$43.2K - $45.5K
|
70.6K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
834KNew |
$14.1M - $14.9M
|
834K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8K+ 6.25% |
$216K - $227K
|
217K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.49K+ 3.14% |
$42.2K - $44.4K
|
81.8K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$248K - $261K
|
14.7K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.1K+ 1.01% |
$594K - $625K
|
3.5M
$63.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.27% |
$37.6K - $39.5K
|
177K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4KNew |
$244K - $256K
|
14.4K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.9K+ 116.38% |
$235K - $247K
|
25.8K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.7K+ 3.06% |
$1.1M - $1.15M
|
2.18M
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.97K- 3.07% |
$84.1K - $88.4K
|
157K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-112- 89.6% |
$1.9K - $1.99K
|
13
$235
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
114New |
$1.93K - $2.03K
|
114
$2.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.4K+ 1.17% |
$1.41M - $1.48M
|
7.23M
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.75K- 10.3% |
$46.6K - $49K
|
24K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
69+ 0.41% |
$1.17K - $1.23K
|
16.9K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.5K- 35.2% |
$229K - $241K
|
24.9K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.2K- 35.86% |
$292K - $307K
|
30.8K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.6K- 5.3% |
$112K - $118K
|
118K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
435+ 2.93% |
$7.36K - $7.75K
|
15.3K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.32K+ 3.04% |
$73.2K - $77K
|
146K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.4K+ 2.08% |
$683K - $719K
|
1.99M
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.64M+ 26.82% |
$78.5M - $82.6M
|
21.9M
$397M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-149K- 16.01% |
$2.52M - $2.65M
|
782K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.92K+ 0.87% |
$83.3K - $87.6K
|
570K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10KNew |
$169K - $178K
|
10K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.47M+ 1719.95% |
$58.8M - $61.9M
|
3.68M
$66.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.8KNew |
$250K - $263K
|
14.8K
$267K
|