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 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.26K- 6.16% |
$57.1K - $58.2K
|
49.6K
$862K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.31K- 0.34% |
$58K - $59.1K
|
976K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 90.84% |
$60.8K - $62K
|
350
$6.08K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.5K- 5.41% |
$61.4K - $62.6K
|
61.2K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-3.54K- 1.4% |
$62K - $63.2K
|
249K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.76K- 1.88% |
$65.9K - $67.1K
|
196K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.93K- 16.28% |
$68.9K - $70.2K
|
20.2K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.02K- 5.21% |
$70.5K - $71.9K
|
73.2K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.31K- 2.79% |
$75.5K - $77K
|
150K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 9.67% |
$80.8K - $82.3K
|
43.1K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.69K- 24.65% |
$82.2K - $83.8K
|
14.3K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.74K- 7.15% |
$83K - $84.6K
|
61.5K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.98K- 1.66% |
$87.3K - $89K
|
294K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.23K- 10.54% |
$91.7K - $93.5K
|
44.4K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.27K- 10.83% |
$92.5K - $94.2K
|
43.4K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.76K- 13.04% |
$101K - $103K
|
38.4K
$667K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.96K- 4.64% |
$104K - $107K
|
122K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6K- 19.54% |
$105K - $107K
|
24.7K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.68K- 29.45% |
$117K - $119K
|
16K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.06K- 11.67% |
$124K - $126K
|
53.4K
$928K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-7.28K- 13.96% |
$128K - $130K
|
44.9K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.45K- 26.62% |
$131K - $133K
|
20.5K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.56K- 33.42% |
$133K - $135K
|
15.1K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.14K- 5.59% |
$143K - $145K
|
138K
$2.39M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.24K- 40.98% |
$144K - $147K
|
11.9K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.3K- 47.87% |
$163K - $166K
|
10.1K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.92K- 41.63% |
$174K - $177K
|
13.9K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-10.8K- 1.7% |
$188K - $192K
|
622K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-11.5K- 10.98% |
$201K - $205K
|
93.1K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-11.6K- 4.4% |
$204K - $208K
|
253K
$4.39M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-12.4K- 34.35% |
$217K - $221K
|
23.6K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12.8K- 13.93% |
$225K - $229K
|
79.3K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-14.3K- 46.3% |
$251K - $256K
|
16.6K
$289K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.6K- 34.05% |
$256K - $261K
|
28.3K
$492K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.7K- 22.91% |
$258K - $263K
|
49.6K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.8K- 10.61% |
$259K - $264K
|
125K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.8K- 26.12% |
$277K - $283K
|
44.8K
$777K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.8K- 30.47% |
$277K - $283K
|
36.1K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-16.1K- 25.01% |
$282K - $287K
|
48.2K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.3K- 9.22% |
$286K - $291K
|
160K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.8K- 50.03% |
$295K - $301K
|
16.8K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-17.5K- 1.6% |
$306K - $312K
|
1.08M
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-18.8K- 1.34% |
$329K - $335K
|
1.38M
$24M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.9K- 43.24% |
$330K - $337K
|
24.7K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-19.9K- 17.1% |
$348K - $355K
|
96.3K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-20K- 6.3% |
$350K - $357K
|
297K
$5.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-20.2K- 50.33% |
$354K - $361K
|
19.9K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-20.7K- 28.25% |
$363K - $370K
|
52.6K
$913K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-26.4K- 43.21% |
$463K - $472K
|
34.7K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-28.1K- 14.01% |
$493K - $503K
|
173K
$3M
|