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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
42.7K+ 26.47% |
$774K - $790K
|
204K
$3.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
27K+ 30.58% |
$489K - $499K
|
115K
$2.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24.4K+ 1.39% |
$443K - $452K
|
1.78M
$32.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22KNew |
$399K - $407K
|
22K
$402K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.65K+ 6.55% |
$175K - $179K
|
157K
$2.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.39K+ 1.3% |
$97.7K - $99.7K
|
419K
$7.67M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 4.61% |
$49.2K - $50.2K
|
61.5K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
989+ 2.59% |
$17.9K - $18.3K
|
39.2K
$718K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
499+ 1.4% |
$9.05K - $9.24K
|
36.2K
$663K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
51+ 0.69% |
$925 - $944
|
7.48K
$137K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 1.48% |
$181 - $185
|
686
$12.6K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.77M+ 88.14% |
$31.5M - $32.5M
|
3.78M
$69.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.04M+ 29.77% |
$18.6M - $19.2M
|
4.54M
$83.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
978K+ 84.7% |
$17.4M - $18M
|
2.13M
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
828K+ 53.18% |
$14.7M - $15.2M
|
2.38M
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
719K+ 1.4% |
$12.8M - $13.2M
|
52.1M
$954M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
661K+ 4.51% |
$11.8M - $12.1M
|
15.3M
$280M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
518KNew |
$9.22M - $9.52M
|
518K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
462K+ 72.92% |
$8.23M - $8.5M
|
1.1M
$20M
|
|
|
Nov 10, 2025
Q3 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
403KNew |
$7.18M - $7.41M
|
403K
$7.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 5.27% |
$6.79M - $7.01M
|
7.61M
$139M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
366K+ 12.63% |
$6.52M - $6.73M
|
3.26M
$59.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
359K+ 44.15% |
$6.39M - $6.6M
|
1.17M
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 2.42% |
$5.97M - $6.17M
|
14.2M
$260M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
272KNew |
$4.85M - $5.01M
|
272K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
209KNew |
$3.72M - $3.84M
|
209K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
194K+ 27.51% |
$3.45M - $3.57M
|
899K
$16.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
191K+ 12.07% |
$3.41M - $3.52M
|
1.78M
$32.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
187KNew |
$3.32M - $3.43M
|
187K
$3.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
177KNew |
$3.16M - $3.26M
|
177K
$3.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
154K+ 47.97% |
$2.74M - $2.83M
|
475K
$8.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
145K+ 1.66% |
$2.58M - $2.67M
|
8.89M
$163M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
145K+ 17.22% |
$2.58M - $2.66M
|
985K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
132K+ 428.6% |
$2.35M - $2.43M
|
163K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
124KNew |
$2.22M - $2.29M
|
124K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
119K+ 37.39% |
$2.12M - $2.19M
|
437K
$7.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
116KNew |
$2.07M - $2.14M
|
116K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111K+ 67.99% |
$1.98M - $2.04M
|
275K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
104KNew |
$1.85M - $1.91M
|
104K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
91.3K+ 15.37% |
$1.63M - $1.68M
|
685K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
91.1K+ 4.36% |
$1.62M - $1.68M
|
2.18M
$40M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
77K+ 6.42% |
$1.37M - $1.42M
|
1.28M
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.5K+ 18.48% |
$1.31M - $1.35M
|
471K
$8.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
70.1KNew |
$1.25M - $1.29M
|
70.1K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.9K+ 6.51% |
$906K - $935K
|
833K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.8K+ 26.43% |
$834K - $861K
|
224K
$4.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
45.9K+ 24.05% |
$818K - $845K
|
237K
$4.34M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
44.9K+ 4.71% |
$799K - $825K
|
998K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44.1K+ 7.54% |
$785K - $811K
|
629K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
42.4K+ 10.73% |
$756K - $780K
|
438K
$8.01M
|
|