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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-347K- 13.7% |
$5.87M - $6.17M
|
2.18M
$38.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131K- 9.46% |
$2.21M - $2.33M
|
1.25M
$22.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-64.5K- 13.96% |
$1.09M - $1.15M
|
397K
$7.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-49.3K- 11.08% |
$834K - $877K
|
395K
$7.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-36.6K- 71.79% |
$620K - $652K
|
14.4K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.5K- 5.44% |
$517K - $544K
|
531K
$9.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-26.3K- 8.42% |
$446K - $469K
|
286K
$5.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-20.2K- 5.83% |
$343K - $361K
|
327K
$5.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 16.55% |
$261K - $275K
|
77.7K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.4K- 24.3% |
$244K - $256K
|
44.9K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10.7K- 3.53% |
$182K - $191K
|
293K
$5.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8.49K- 4.69% |
$144K - $151K
|
173K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7.03K- 13.87% |
$119K - $125K
|
43.7K
$777K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-5.71K- 6.15% |
$96.7K - $102K
|
87.1K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-5.67K- 11.59% |
$96K - $101K
|
43.3K
$770K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-5.66K- 43.13% |
$95.8K - $101K
|
7.46K
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.42K- 14.28% |
$91.7K - $96.4K
|
32.5K
$579K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.24K- 92.91% |
$88.7K - $93.3K
|
400
$7.12K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.88K- 19.02% |
$82.6K - $86.9K
|
20.8K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.72K- 11.66% |
$63K - $66.2K
|
28.2K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.7K- 6.92% |
$62.6K - $65.8K
|
49.7K
$886K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.2K- 13.22% |
$37.3K - $39.3K
|
14.5K
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.07K- 9.12% |
$35K - $36.8K
|
20.6K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.03K- 4.67% |
$34.3K - $36.1K
|
41.4K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.51K- 17.17% |
$25.6K - $26.9K
|
7.3K
$130K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.47K- 0.1% |
$24.9K - $26.2K
|
1.41M
$25.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.43K- 2.24% |
$24.1K - $25.4K
|
62.3K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.39K- 2.65% |
$23.5K - $24.7K
|
51.1K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.12K- 0.75% |
$18.9K - $19.9K
|
148K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.07K- 3.99% |
$18.1K - $19.1K
|
25.8K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 1.2% |
$17.6K - $18.5K
|
86K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 0.77% |
$16.9K - $17.8K
|
128K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-956- 3.78% |
$16.2K - $17K
|
24.4K
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-786- 0.31% |
$13.3K - $14K
|
252K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-747- 1.2% |
$12.6K - $13.3K
|
61.3K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-565- 5.18% |
$9.57K - $10.1K
|
10.3K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-537- 2.22% |
$9.09K - $9.56K
|
23.7K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-524- 2.87% |
$8.87K - $9.33K
|
17.7K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.89% |
$847 - $890
|
5.57K
$99.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$50.8 - $53.4
|
50.1K
$892K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.14M- 94.31% |
$37.6M - $38.3M
|
129K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-1.83M- 79.83% |
$32M - $32.7M
|
462K
$8.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-493K- 32.69% |
$8.64M - $8.8M
|
1.01M
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-471K- 53.61% |
$8.26M - $8.42M
|
408K
$7.26M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-290K- 36.98% |
$5.08M - $5.18M
|
494K
$8.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-251K- 17.57% |
$4.39M - $4.48M
|
1.18M
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-188K- 6.48% |
$3.3M - $3.37M
|
2.72M
$48.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-175K- 14.99% |
$3.07M - $3.13M
|
995K
$17.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-150K- 37.83% |
$2.64M - $2.69M
|
247K
$4.4M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150K- 99.09% |
$2.64M - $2.69M
|
1.37K
$24.5K
|
|