Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42.1K+ 42.39% |
$713K - $750K
|
141K
$2.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
26.3KNew |
$446K - $469K
|
26.3K
$470K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 211.29% |
$415K - $437K
|
36.1K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
18.8K+ 4.05% |
$319K - $336K
|
484K
$8.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.7KNew |
$232K - $245K
|
13.7K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9.65K+ 32.66% |
$163K - $172K
|
39.2K
$699K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.46K+ 9.65% |
$143K - $151K
|
96.1K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.21K+ 6.2% |
$105K - $111K
|
106K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.09K+ 1.51% |
$103K - $108K
|
409K
$7.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.86KNew |
$82.3K - $86.6K
|
4.86K
$86.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.03K+ 18.78% |
$34.4K - $36.2K
|
12.8K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
695+ 12.72% |
$11.8K - $12.4K
|
6.16K
$110K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
447+ 0.75% |
$7.57K - $7.96K
|
59.8K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
289+ 2.26% |
$4.89K - $5.15K
|
13.1K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
243+ 1.16% |
$4.11K - $4.33K
|
21.1K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45+ 0.61% |
$762 - $801
|
7.39K
$132K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 1.44% |
$711 - $748
|
2.97K
$52.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21+ 0.03% |
$356 - $374
|
80.8K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.04% |
$152 - $160
|
24.7K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-50- 0.89% |
$847 - $890
|
5.57K
$99.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-956- 3.78% |
$16.2K - $17K
|
24.4K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.04K- 1.2% |
$17.6K - $18.5K
|
86K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.07K- 9.12% |
$35K - $36.8K
|
20.6K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.72K- 11.66% |
$63K - $66.2K
|
28.2K
$502K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-5.66K- 43.13% |
$95.8K - $101K
|
7.46K
$133K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-8.49K- 4.69% |
$144K - $151K
|
173K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 16.55% |
$261K - $275K
|
77.7K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.5K- 5.44% |
$517K - $544K
|
531K
$9.46M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-64.5K- 13.96% |
$1.09M - $1.15M
|
397K
$7.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-347K- 13.7% |
$5.87M - $6.17M
|
2.18M
$38.9M
|