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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380K+ 87.63% |
$6.43M - $6.76M
|
813K
$14.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
321KNew |
$5.44M - $5.72M
|
321K
$5.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
264KNew |
$4.47M - $4.7M
|
264K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
165K+ 10.81% |
$2.79M - $2.94M
|
1.69M
$30.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
156K+ 48.95% |
$2.65M - $2.78M
|
475K
$8.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
71.2K+ 45.56% |
$1.21M - $1.27M
|
227K
$4.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
60.5K+ 5.31% |
$1.02M - $1.08M
|
1.2M
$21.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55K+ 5.63% |
$930K - $979K
|
1.03M
$18.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.1K+ 42.39% |
$713K - $750K
|
141K
$2.52M
|
|
|
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 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
32.5K+ 168.36% |
$551K - $579K
|
51.8K
$923K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28.7K+ 8.12% |
$486K - $512K
|
382K
$6.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$446K - $469K
|
26.3K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 2.73% |
$429K - $452K
|
953K
$17M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 211.29% |
$415K - $437K
|
36.1K
$643K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.9K+ 4.7% |
$371K - $390K
|
488K
$8.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21.4KNew |
$362K - $381K
|
21.4K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
18.8K+ 4.05% |
$319K - $336K
|
484K
$8.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14K+ 3.85% |
$237K - $249K
|
377K
$6.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.7KNew |
$232K - $245K
|
13.7K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4K+ 3.12% |
$227K - $238K
|
442K
$7.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.3K+ 7.85% |
$226K - $238K
|
183K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
13K+ 2.4% |
$220K - $232K
|
555K
$9.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.7KNew |
$180K - $190K
|
10.7K
$190K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.65K+ 32.66% |
$163K - $172K
|
39.2K
$698K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.76K+ 73.86% |
$148K - $156K
|
20.6K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.62K+ 1.81% |
$146K - $153K
|
486K
$8.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.46K+ 9.65% |
$143K - $151K
|
96.1K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.67K+ 2.13% |
$130K - $137K
|
368K
$6.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.21K+ 6.2% |
$105K - $111K
|
106K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.09K+ 1.51% |
$103K - $108K
|
409K
$7.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.14K+ 13.46% |
$87K - $91.6K
|
43.3K
$772K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.86KNew |
$82.3K - $86.6K
|
4.86K
$86.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
4.32K+ 19.54% |
$73.1K - $76.9K
|
26.4K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 3.32% |
$68.4K - $71.9K
|
126K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.61K+ 12.35% |
$61.1K - $64.3K
|
32.8K
$584K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
3.01K+ 12.46% |
$50.9K - $53.6K
|
27.1K
$484K
|
|
|
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 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.61K+ 8.94% |
$44.1K - $46.4K
|
31.7K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 19.02% |
$42.7K - $45K
|
15.8K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
2.4K+ 0.82% |
$40.6K - $42.8K
|
296K
$5.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.12K+ 1.85% |
$35.9K - $37.8K
|
117K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.03K+ 18.78% |
$34.4K - $36.2K
|
12.8K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$17.8K - $18.7K
|
1.05K
$18.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
695+ 12.72% |
$11.8K - $12.4K
|
6.16K
$110K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
447+ 0.75% |
$7.57K - $7.96K
|
59.8K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
376+ 2.41% |
$6.37K - $6.7K
|
16K
$285K
|