Latest Institutional Purchases of First Tr Pfd Secs & Income ETF (FPE)
This list provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.47M+ 1719.95% |
$58.8M - $61.9M
|
3.68M
$66.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.92MNew |
$32.6M - $34.3M
|
1.92M
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14M+ 433.42% |
$19.3M - $20.3M
|
1.4M
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
834KNew |
$14.1M - $14.9M
|
834K
$15.1M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
672K+ 57.97% |
$11.4M - $12M
|
1.83M
$33.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
626K+ 135.61% |
$10.6M - $11.2M
|
1.09M
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
456K+ 554.1% |
$7.71M - $8.11M
|
538K
$9.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
453KNew |
$7.67M - $8.07M
|
453K
$8.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
321KNew |
$5.44M - $5.72M
|
321K
$5.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
299KNew |
$5.06M - $5.32M
|
299K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
279K+ 2.81% |
$4.73M - $4.98M
|
10.2M
$185M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
264KNew |
$4.47M - $4.7M
|
264K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
235K+ 50.04% |
$3.98M - $4.19M
|
705K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
179K+ 6.59% |
$3.03M - $3.19M
|
2.9M
$52.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
165K+ 10.81% |
$2.79M - $2.94M
|
1.69M
$30.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
156K+ 48.95% |
$2.65M - $2.78M
|
475K
$8.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
154KNew |
$2.61M - $2.74M
|
154K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
154KNew |
$2.6M - $2.74M
|
154K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
142K+ 885.36% |
$2.4M - $2.52M
|
158K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 8.2% |
$2M - $2.1M
|
1.56M
$28.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
91.9K+ 4.59% |
$1.56M - $1.64M
|
2.09M
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.4K+ 1.17% |
$1.41M - $1.48M
|
7.23M
$131M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
80.7K+ 4.19% |
$1.37M - $1.44M
|
2.01M
$36.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
73.6K+ 297.34% |
$1.25M - $1.31M
|
98.3K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72.3K+ 12.88% |
$1.22M - $1.29M
|
634K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
71.2K+ 45.56% |
$1.21M - $1.27M
|
227K
$4.12M
|
|
|
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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
64K+ 25.22% |
$1.08M - $1.14M
|
318K
$5.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.9K+ 11.44% |
$1.08M - $1.14M
|
622K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
60.5K+ 5.31% |
$1.02M - $1.08M
|
1.2M
$21.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55K+ 5.63% |
$930K - $979K
|
1.03M
$18.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.1K+ 42.39% |
$713K - $750K
|
141K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.7K+ 3.87% |
$706K - $742K
|
1.12M
$20.2M
|
|
|
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 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
39.7K+ 178.26% |
$671K - $706K
|
61.9K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.1K+ 1.01% |
$594K - $625K
|
3.5M
$63.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.8K+ 9.59% |
$589K - $620K
|
398K
$7.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.5K+ 24.21% |
$585K - $615K
|
177K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
34.1K+ 336.51% |
$577K - $607K
|
44.2K
$801K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
32.5K+ 168.36% |
$551K - $579K
|
51.8K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30.6K+ 5.52% |
$518K - $545K
|
585K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 2.09% |
$517K - $544K
|
1.49M
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
30.2K+ 111.79% |
$511K - $538K
|
57.2K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28.7K+ 8.12% |
$486K - $512K
|
382K
$6.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.2K+ 4.06% |
$477K - $502K
|
722K
$13.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$446K - $469K
|
26.3K
$477K
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.5K+ 13.74% |
$431K - $453K
|
211K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 2.73% |
$429K - $452K
|
953K
$17.2M
|