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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-207- 1.14% |
$3.63K - $3.7K
|
17.9K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-213- 1.21% |
$3.73K - $3.81K
|
17.4K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-245- 4.18% |
$4.29K - $4.38K
|
5.62K
$97.6K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-250- 0.89% |
$4.38K - $4.47K
|
27.8K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-259- 0.72% |
$4.54K - $4.63K
|
35.5K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-318- 0.62% |
$5.57K - $5.68K
|
50.7K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-371- 2.6% |
$6.5K - $6.63K
|
13.9K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-390- 2.44% |
$6.84K - $6.97K
|
15.6K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-450- 3.69% |
$7.89K - $8.04K
|
11.7K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-454- 4.3% |
$7.96K - $8.11K
|
10.1K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-495- 2.14% |
$8.68K - $8.85K
|
22.7K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 2.08% |
$8.77K - $8.94K
|
23.5K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-545- 2.11% |
$9.55K - $9.74K
|
25.3K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-546- 0.66% |
$9.57K - $9.76K
|
82.2K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-565- 1.71% |
$9.9K - $10.1K
|
32.5K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-674- 2.65% |
$11.8K - $12K
|
24.8K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-769- 7.12% |
$13.5K - $13.7K
|
10K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-809- 6.88% |
$14.2K - $14.5K
|
10.9K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-812- 6.28% |
$14.2K - $14.5K
|
12.1K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-911- 1.44% |
$16K - $16.3K
|
62.2K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-940- 24.33% |
$16.5K - $16.8K
|
2.92K
$50.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-947- 3.56% |
$16.6K - $16.9K
|
25.6K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 0.77% |
$17.5K - $17.9K
|
129K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.01K- 2.66% |
$17.6K - $18K
|
36.8K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.11K- 0.3% |
$19.4K - $19.7K
|
372K
$6.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.16K- 99.06% |
$20.4K - $20.8K
|
11
$191
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.21K- 1.33% |
$21.1K - $21.5K
|
89.4K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.21K- 10.01% |
$21.3K - $21.7K
|
10.9K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.35K- 1.36% |
$23.6K - $24.1K
|
97.5K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.36K- 11.59% |
$23.8K - $24.2K
|
10.4K
$180K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.37K- 6.89% |
$24.1K - $24.5K
|
18.6K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.38K- 4.12% |
$24.2K - $24.7K
|
32.2K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.43K- 0.15% |
$25.1K - $25.5K
|
929K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.5K- 84.01% |
$26.2K - $26.8K
|
285
$4.95K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.5K- 1.0% |
$26.3K - $26.8K
|
149K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.54K- 2.97% |
$26.9K - $27.4K
|
50.1K
$870K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.58K- 2.46% |
$27.7K - $28.3K
|
62.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.6K- 5.27% |
$28K - $28.6K
|
28.8K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.69K- 1.89% |
$29.6K - $30.1K
|
87.5K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.74K- 3.45% |
$30.5K - $31.1K
|
48.6K
$844K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.85K- 9.3% |
$32.4K - $33.1K
|
18K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.86K- 7.98% |
$32.7K - $33.3K
|
21.5K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2.02K- 13.63% |
$35.4K - $36.1K
|
12.8K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.24K- 5.57% |
$39.2K - $40K
|
37.9K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.26K- 14.84% |
$39.5K - $40.3K
|
12.9K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.54K- 1.73% |
$44.4K - $45.3K
|
144K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.56K- 0.13% |
$44.8K - $45.7K
|
1.93M
$33.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.88K- 0.91% |
$50.5K - $51.5K
|
313K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.92K- 22.09% |
$51.1K - $52.1K
|
10.3K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 2.39% |
$52.6K - $53.6K
|
123K
$2.13M
|