Purchases and Sales Made in Q1 2025 in First Tr Pfd Secs & Income ETF (FPE)
This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR PFD SECS & INCOME ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.27MNew |
$39.8M - $40.6M
|
2.27M
$39.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2MNew |
$35.1M - $35.7M
|
2M
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.66M+ 3.27% |
$29M - $29.6M
|
52.3M
$908M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.44MNew |
$25.2M - $25.7M
|
1.44M
$25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 10.24% |
$23.4M - $23.9M
|
14.4M
$249M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27M+ 9.27% |
$22.3M - $22.8M
|
15M
$261M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.02M+ 41.52% |
$17.8M - $18.2M
|
3.46M
$60.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
917K+ 66.56% |
$16.1M - $16.4M
|
2.3M
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
681K+ 142.03% |
$11.9M - $12.2M
|
1.16M
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
495K+ 2.95% |
$8.68M - $8.85M
|
17.3M
$300M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
490KNew |
$8.59M - $8.75M
|
490K
$8.51M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
470KNew |
$8.23M - $8.39M
|
470K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
409K+ 4.29% |
$7.17M - $7.31M
|
9.93M
$173M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
319KNew |
$5.6M - $5.7M
|
319K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
312K+ 3.64% |
$5.47M - $5.58M
|
8.88M
$154M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294K+ 111.35% |
$5.16M - $5.26M
|
559K
$9.7M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
223K+ 65.5% |
$3.92M - $3.99M
|
565K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
202KNew |
$3.54M - $3.61M
|
202K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
175K+ 101.49% |
$3.07M - $3.13M
|
348K
$6.04M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
174K+ 1551.15% |
$3.04M - $3.1M
|
185K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
151K+ 160.55% |
$2.64M - $2.7M
|
245K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
135KNew |
$2.37M - $2.42M
|
135K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
123K+ 6.73% |
$2.16M - $2.2M
|
1.96M
$34M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
121K+ 60.59% |
$2.13M - $2.17M
|
321K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
120K+ 33.54% |
$2.1M - $2.14M
|
476K
$8.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100K+ 106413.83% |
$1.75M - $1.79M
|
100K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.1K+ 53.01% |
$1.6M - $1.63M
|
263K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
89.7K+ 3.62% |
$1.57M - $1.6M
|
2.57M
$44.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
82.4K+ 13.97% |
$1.44M - $1.47M
|
672K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
80.8KNew |
$1.42M - $1.44M
|
80.8K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.2K+ 16.68% |
$1.41M - $1.43M
|
561K
$9.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
76.2K+ 8.95% |
$1.34M - $1.36M
|
927K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
75KNew |
$1.31M - $1.34M
|
75K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
71.7K+ 4.35% |
$1.26M - $1.28M
|
1.72M
$29.9M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
66.4K+ 22.64% |
$1.16M - $1.19M
|
360K
$6.25M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
65.1K+ 8.32% |
$1.14M - $1.16M
|
848K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
61.2KNew |
$1.07M - $1.09M
|
61.2K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
60.9K+ 20.17% |
$1.07M - $1.09M
|
363K
$6.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
55.5K+ 5.12% |
$973K - $992K
|
1.14M
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
54.5K+ 7.49% |
$955K - $973K
|
782K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53.9KNew |
$944K - $963K
|
53.9K
$936K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
52.5KNew |
$920K - $938K
|
52.5K
$911K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.2K+ 60.56% |
$915K - $933K
|
138K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50K+ 0.7% |
$876K - $893K
|
7.14M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
49.3K+ 3.21% |
$864K - $880K
|
1.59M
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
48.5K+ 11.3% |
$849K - $866K
|
477K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
44.9KNew |
$787K - $802K
|
44.9K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.9K+ 6.6% |
$770K - $785K
|
709K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43.7K+ 2.95% |
$765K - $780K
|
1.53M
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
43.1K+ 8.44% |
$756K - $771K
|
554K
$9.62M
|