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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.3K- 4.95% |
$531K - $541K
|
582K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-35.9K- 15.54% |
$630K - $642K
|
195K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38.4K- 10.83% |
$673K - $686K
|
316K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54K- 5.48% |
$946K - $965K
|
931K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-56K- 30.07% |
$982K - $1M
|
130K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-58.8K- 11.98% |
$1.03M - $1.05M
|
432K
$7.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-63.8K- 12.13% |
$1.12M - $1.14M
|
462K
$8.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.1K- 11.8% |
$1.32M - $1.34M
|
561K
$9.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76.9K- 3.57% |
$1.35M - $1.37M
|
2.08M
$36M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-101K- 51.91% |
$1.77M - $1.8M
|
93.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-120K- 56.13% |
$2.1M - $2.14M
|
93.5K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-122K- 49.99% |
$2.15M - $2.19M
|
122K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150K- 99.09% |
$2.64M - $2.69M
|
1.37K
$23.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-150K- 37.83% |
$2.64M - $2.69M
|
247K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-175K- 14.99% |
$3.07M - $3.13M
|
995K
$17.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-184K- 6.78% |
$3.22M - $3.29M
|
2.53M
$43.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-188K- 6.48% |
$3.3M - $3.37M
|
2.72M
$47.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247K- 15.17% |
$4.33M - $4.42M
|
1.38M
$24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-251K- 17.57% |
$4.39M - $4.48M
|
1.18M
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-290K- 36.98% |
$5.08M - $5.18M
|
494K
$8.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-302K- 41.08% |
$5.29M - $5.4M
|
433K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-471K- 53.61% |
$8.26M - $8.42M
|
408K
$7.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-493K- 32.69% |
$8.64M - $8.8M
|
1.01M
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-1.83M- 79.83% |
$32M - $32.7M
|
462K
$8.02M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.14M- 94.31% |
$37.6M - $38.3M
|
129K
$2.24M
|