Purchases and Sales Made in Q1 2025 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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 10, 2025 Q1 2025
Freedom Financial Partners LLC

Oakdale, MN
BUY
 -
239
+ 0.66%
$4.19K - $4.27K
36.5K $634K
Apr 10, 2025 Q1 2025
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
237
+ 1.15%
$4.15K - $4.24K
20.9K $363K
May 15, 2025 Q1 2025
True Private Wealth Advisors

BUY
 -
233
+ 1.1%
$4.08K - $4.16K
21.4K $372K
May 08, 2025 Q1 2025
Helium Advisors LLC

Everett, WA
BUY
 -
217
+ 1.43%
$3.8K - $3.88K
15.4K $267K
Apr 23, 2025 Q1 2025
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
214
+ 1.38%
$3.75K - $3.82K
15.7K $273K
Apr 22, 2025 Q1 2025
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
211
+ 1.44%
$3.7K - $3.77K
14.9K $258K
Apr 28, 2025 Q1 2025
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
206
+ 0.83%
$3.61K - $3.68K
25K $434K
May 15, 2025 Q1 2025
Chiron Capital Management, LLC

BUY
 -
200
+ 1.79%
$3.51K - $3.57K
11.4K $198K
May 15, 2025 Q1 2025
Investmark Advisory Group LLC

BUY
 -
170
+ 1.02%
$2.98K - $3.04K
16.8K $292K
Apr 16, 2025 Q1 2025
Morey & Quinn Wealth Partners, LLC

Omaha, NE
BUY
 -
168
+ 0.74%
$2.95K - $3K
23K $400K
May 07, 2025 Q1 2025
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
136
+ 2.42%
$2.38K - $2.43K
5.75K $99.9K
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

BUY
 -
131
New
$2.3K - $2.34K
131 $2.28K
May 16, 2025 Q1 2025
Prostatis Group LLC

Hanover, MD
BUY
 -
128
+ 0.09%
$2.24K - $2.29K
149K $2.58M
Apr 16, 2025 Q1 2025
Tudor Financial Inc.

Dayton, OH
BUY
 -
124
+ 0.52%
$2.17K - $2.22K
24K $418K
May 07, 2025 Q1 2025
Hb Wealth Management, LLC

BUY
 -
117
+ 0.44%
$2.05K - $2.09K
26.9K $467K
Apr 25, 2025 Q1 2025
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
101
+ 0.23%
$1.77K - $1.8K
43.6K $758K
May 13, 2025 Q1 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
77
+ 0.46%
$1.35K - $1.38K
16.7K $290K
May 06, 2025 Q1 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
74
+ 0.74%
$1.3K - $1.32K
10.1K $176K
Apr 22, 2025 Q1 2025
Moser Wealth Advisors, LLC

BUY
 -
73
+ 0.08%
$1.28K - $1.3K
95.3K $1.65M
May 13, 2025 Q1 2025
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
73
+ 0.46%
$1.28K - $1.3K
15.8K $275K
Apr 30, 2025 Q1 2025
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
40
+ 0.32%
$701 - $715
12.4K $215K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
32
New
$561 - $572
32 $556
May 08, 2025 Q1 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
31
+ 0.21%
$543 - $554
14.7K $256K
May 14, 2025 Q1 2025
Gkv Capital Management Co., Inc.

Walnut Creek, CA
BUY
 -
29
New
$508 - $518
29 $504
Apr 29, 2025 Q1 2025
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
24
+ 1.43%
$421 - $429
1.71K $29.6K
May 01, 2025 Q1 2025
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
24
+ 0.14%
$421 - $429
17.6K $306K
Apr 28, 2025 Q1 2025
First Horizon Advisors, Inc.

BUY
 -
19
+ 1.47%
$333 - $340
1.31K $22.8K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
18
+ 0.67%
$316 - $322
2.72K $47.3K
Apr 29, 2025 Q1 2025
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
14
+ 0.34%
$245 - $250
4.16K $72.2K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
7
+ 0.4%
$123 - $125
1.78K $30.9K
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
6
+ 1.13%
$105 - $107
535 $9.29K
May 06, 2025 Q1 2025
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
5
+ 0.05%
$87.7 - $89.4
10.5K $183K
May 09, 2025 Q1 2025
Vision Financial Markets LLC

Stamford, CT
BUY
 -
5
+ 1.64%
$87.7 - $89.4
309 $5.37K
May 14, 2025 Q1 2025
Oak Harvest Investment Services

BUY
 -
3
+ 0.02%
$52.6 - $53.6
14.3K $248K
Apr 17, 2025 Q1 2025
Stockman Wealth Management, Inc.

BUY
 -
2
+ 0.01%
$35.1 - $35.7
24.2K $421K
May 13, 2025 Q1 2025
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
1
+ 0.0%
$17.5 - $17.9
39.7K $689K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2025 Q1 2025
1 North Wealth Services LLC

Annapolis, MD
BUY
 -
0
New
$0 - $0
0 $0
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
SELL
 -
-1
- 2.22%
$17.5 - $17.9
44 $764
Apr 22, 2025 Q1 2025
Country Trust Bank

SELL
 -
-20
- -0.0%
$351 - $357
1.4M $24.3M
May 01, 2025 Q1 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
SELL
 -
-28
- 7.39%
$491 - $500
351 $6.1K
Apr 17, 2025 Q1 2025
Nbt Bank N A

SELL
 -
-53
- 1.18%
$929 - $947
4.44K $77K
May 15, 2025 Q1 2025
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-55
- 0.25%
$964 - $983
21.6K $375K
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

SELL
 -
-80
- 1.4%
$1.4K - $1.43K
5.64K $98K
Apr 17, 2025 Q1 2025
Good Life Advisors, LLC

SELL
 -
-81
- 0.29%
$1.42K - $1.45K
27.8K $483K
May 15, 2025 Q1 2025
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-89
- 49.17%
$1.56K - $1.59K
92 $1.6K
May 13, 2025 Q1 2025
Keystone Financial Group

SELL
 -
-159
- 1.34%
$2.79K - $2.84K
11.7K $203K
May 08, 2025 Q1 2025
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-194
- 1.6%
$3.4K - $3.47K
11.9K $207K
Apr 22, 2025 Q1 2025
Nilsine Partners, LLC

Greenwood Village, CO
SELL
 -
-200
- 1.36%
$3.51K - $3.57K
14.5K $252K

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