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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 34.31% |
$52K - $53K
|
11.6K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.85K+ 1.85% |
$49.9K - $50.9K
|
156K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.68K+ 4.62% |
$47K - $47.9K
|
60.8K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.63K+ 8.59% |
$46.2K - $47.1K
|
33.3K
$578K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.59K+ 3.66% |
$45.4K - $46.2K
|
73.3K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.5K+ 9.24% |
$43.8K - $44.7K
|
29.6K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.29K+ 5.57% |
$40.1K - $40.9K
|
43.3K
$753K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.08K+ 1.44% |
$36.5K - $37.2K
|
146K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 11.54% |
$36K - $36.7K
|
19.8K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85K+ 2.99% |
$32.4K - $33.1K
|
63.7K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
1.77K+ 0.61% |
$31K - $31.6K
|
294K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.68K+ 1.05% |
$29.5K - $30.1K
|
162K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
1.63K+ 7.96% |
$28.6K - $29.1K
|
22.1K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.62K+ 41.98% |
$28.3K - $28.9K
|
5.47K
$94.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.6K+ 0.42% |
$28K - $28.5K
|
378K
$6.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.58K+ 11.2% |
$27.7K - $28.2K
|
15.7K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.56K+ 4.4% |
$27.4K - $27.9K
|
37.1K
$644K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.53KNew |
$26.7K - $27.3K
|
1.53K
$26.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.51K+ 20.72% |
$26.5K - $27K
|
8.81K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.43K+ 11.84% |
$25.1K - $25.6K
|
13.5K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.21K+ 10.13% |
$21.2K - $21.6K
|
13.1K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 0.85% |
$19.9K - $20.3K
|
134K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.1K+ 2.3% |
$19.3K - $19.7K
|
48.9K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 9.47% |
$19K - $19.4K
|
12.5K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.08K+ 1.13% |
$18.9K - $19.2K
|
96.2K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 1.18% |
$17.8K - $18.2K
|
87K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
968+ 0.37% |
$17K - $17.3K
|
262K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
909+ 7.35% |
$15.9K - $16.2K
|
13.3K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
900New |
$15.8K - $16.1K
|
900
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
864+ 4.97% |
$15.1K - $15.4K
|
18.3K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
825+ 2.16% |
$14.5K - $14.7K
|
39K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
746+ 0.25% |
$13.1K - $13.3K
|
304K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
740+ 1.31% |
$13K - $13.2K
|
57.2K
$994K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
667+ 2.84% |
$11.7K - $11.9K
|
24.1K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
574New |
$10.1K - $10.3K
|
574
$9.97K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
562+ 14.97% |
$9.85K - $10K
|
4.32K
$75K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
550+ 2.29% |
$9.64K - $9.83K
|
24.6K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
546New |
$9.57K - $9.76K
|
546
$9.48K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
421+ 0.69% |
$7.38K - $7.52K
|
61.3K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
420+ 0.71% |
$7.36K - $7.51K
|
59.3K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
412New |
$7.22K - $7.36K
|
412
$7.16K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
323New |
$5.66K - $5.77K
|
323
$5.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
317+ 0.18% |
$5.56K - $5.66K
|
181K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
315+ 2.62% |
$5.52K - $5.63K
|
12.3K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
315+ 1.05% |
$5.52K - $5.63K
|
30.5K
$529K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
308+ 0.21% |
$5.4K - $5.5K
|
144K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
295+ 1.11% |
$5.17K - $5.27K
|
26.8K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
294+ 1.86% |
$5.15K - $5.25K
|
16.1K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
272New |
$4.77K - $4.86K
|
272
$4.72K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
256+ 0.81% |
$4.49K - $4.57K
|
31.9K
$554K
|