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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.6K+ 21.75% |
$712K - $725K
|
227K
$3.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
39.6K+ 2.88% |
$695K - $708K
|
1.41M
$24.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
39KNew |
$684K - $697K
|
39K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35.3KNew |
$619K - $631K
|
35.3K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
33.2K+ 93.79% |
$583K - $594K
|
68.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.4K+ 188.32% |
$551K - $561K
|
48.1K
$835K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
31.1K+ 7.17% |
$546K - $557K
|
466K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
31.1K+ 5.75% |
$546K - $556K
|
573K
$9.95M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9K+ 5.32% |
$524K - $534K
|
591K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
29.6K+ 18.5% |
$519K - $529K
|
190K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
28.9K+ 6.94% |
$506K - $516K
|
445K
$7.72M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
28.6K+ 8.97% |
$501K - $511K
|
347K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.8K+ 1.33% |
$487K - $497K
|
2.11M
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.7K+ 15.68% |
$486K - $495K
|
204K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
27.5K+ 6.85% |
$481K - $491K
|
428K
$7.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
27.1K+ 7.22% |
$475K - $484K
|
403K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$468K - $477K
|
26.7K
$464K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.3K+ 7.83% |
$462K - $470K
|
363K
$6.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
25K+ 36.96% |
$439K - $448K
|
92.8K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.2K+ 7.47% |
$424K - $432K
|
348K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
23.6KNew |
$414K - $422K
|
23.6K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23.6K+ 144.83% |
$413K - $421K
|
39.8K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
23.1K+ 30.31% |
$405K - $413K
|
99.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
23.1K+ 4.45% |
$404K - $412K
|
542K
$9.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$383K - $390K
|
21.8K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
21K+ 21.66% |
$369K - $376K
|
118K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.6K+ 29.32% |
$361K - $368K
|
90.7K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.3K+ 5.05% |
$356K - $363K
|
422K
$7.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
19.3K+ 4.81% |
$338K - $345K
|
420K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 107.66% |
$337K - $343K
|
37K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18.9KNew |
$332K - $338K
|
18.9K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.4K+ 5.15% |
$322K - $328K
|
375K
$6.52M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
18.1K+ 431.46% |
$317K - $323K
|
22.2K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 11.22% |
$309K - $315K
|
175K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.5K+ 50.86% |
$307K - $313K
|
51.9K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.3KNew |
$303K - $309K
|
17.3K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
17.1K+ 10.52% |
$300K - $306K
|
180K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17K+ 5.04% |
$298K - $303K
|
354K
$6.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
17K+ 7.22% |
$297K - $303K
|
252K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 25.4% |
$291K - $297K
|
82.1K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15.1K+ 3.36% |
$265K - $270K
|
466K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9KNew |
$261K - $266K
|
14.9K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.5K+ 18.78% |
$255K - $259K
|
91.8K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.4K+ 3.63% |
$253K - $258K
|
411K
$7.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$252K - $257K
|
14.4K
$250K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
14K+ 48.26% |
$246K - $251K
|
43.1K
$749K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 0.96% |
$243K - $247K
|
1.46M
$25.4M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
13.6KNew |
$238K - $243K
|
13.6K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5K+ 1.62% |
$237K - $242K
|
850K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2K+ 8.88% |
$232K - $236K
|
162K
$2.81M
|