Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-867K- 1.66% |
$14.7M - $15.4M
|
51.4M
$931M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-514K- 3.58% |
$8.7M - $9.16M
|
13.8M
$251M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-374K- 2.49% |
$6.33M - $6.66M
|
14.6M
$265M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-347K- 13.7% |
$5.87M - $6.17M
|
2.18M
$39.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-317K- 17.12% |
$5.37M - $5.65M
|
1.54M
$27.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-246K- 10.72% |
$4.17M - $4.38M
|
2.05M
$37.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-203K- 47.98% |
$3.43M - $3.61M
|
220K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-192K- 45.71% |
$3.25M - $3.42M
|
228K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-172K- 93.21% |
$2.92M - $3.07M
|
12.5K
$227K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-139K- 1.56% |
$2.35M - $2.47M
|
8.74M
$158M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131K- 9.46% |
$2.21M - $2.33M
|
1.25M
$22.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109K- 44.28% |
$1.85M - $1.95M
|
138K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-98K- 3.82% |
$1.66M - $1.74M
|
2.47M
$44.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-94.5K- 23.17% |
$1.6M - $1.68M
|
313K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-90.5K- 7.27% |
$1.53M - $1.61M
|
1.15M
$20.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-84.3K- 87.67% |
$1.43M - $1.5M
|
11.9K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-82.2K- 48.24% |
$1.39M - $1.46M
|
88.1K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70K- 30.8% |
$1.19M - $1.25M
|
157K
$2.85M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-64.5K- 13.96% |
$1.09M - $1.15M
|
397K
$7.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-57.1K- 41.52% |
$967K - $1.02M
|
80.4K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-49.3K- 11.08% |
$834K - $877K
|
395K
$7.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-41.4K- 22.99% |
$701K - $737K
|
139K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-36.6K- 71.79% |
$620K - $652K
|
14.4K
$260K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.5K- 5.44% |
$517K - $544K
|
531K
$9.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-26.3K- 8.42% |
$446K - $469K
|
286K
$5.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-26.3K- 4.22% |
$445K - $468K
|
596K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-24.4K- 3.45% |
$414K - $435K
|
685K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-20.2K- 5.83% |
$343K - $361K
|
327K
$5.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-19.3K- 4.71% |
$326K - $343K
|
390K
$7.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-17.3K- 72.7% |
$293K - $308K
|
6.5K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.2K- 35.86% |
$292K - $307K
|
30.8K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.1K- 0.82% |
$290K - $305K
|
2.06M
$37.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 16.55% |
$261K - $275K
|
77.7K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.4K- 24.3% |
$244K - $256K
|
44.9K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.5K- 35.2% |
$229K - $241K
|
24.9K
$450K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-13.4K- 5.37% |
$226K - $238K
|
236K
$4.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.9K- 2.19% |
$219K - $231K
|
579K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.7K- 3.53% |
$182K - $191K
|
293K
$5.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.7K- 21.6% |
$181K - $191K
|
38.9K
$703K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8.49K- 4.69% |
$144K - $151K
|
173K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.23K- 29.62% |
$139K - $147K
|
19.6K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.95K- 2.7% |
$135K - $142K
|
286K
$5.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.6K- 0.9% |
$129K - $135K
|
840K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-7.54K- 8.62% |
$128K - $134K
|
80K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.03K- 13.87% |
$119K - $125K
|
43.7K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.6K- 5.3% |
$112K - $118K
|
118K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-6.28K- 16.99% |
$106K - $112K
|
30.7K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 6.41% |
$106K - $111K
|
91.3K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-6K- 15.12% |
$102K - $107K
|
33.7K
$609K
|