Latest Institutional Transactions on First Tr Pfd Secs & Income ETF (FPE)
This table provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-207- 26.99% |
$3.59K - $3.77K
|
560
$9.97K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
69.7KNew |
$1.21M - $1.27M
|
69.7K
$1.24M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
22.5KNew |
$390K - $410K
|
22.5K
$401K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.76K+ 8.97% |
$47.9K - $50.3K
|
33.6K
$598K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.31K+ 1.14% |
$22.7K - $23.8K
|
116K
$2.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156+ 7.7% |
$2.71K - $2.84K
|
2.18K
$38.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 2.69% |
$323K - $339K
|
712K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
426+ 0.13% |
$7.39K - $7.76K
|
333K
$5.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
709KNew |
$12.3M - $12.9M
|
709K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
829+ 5.3% |
$14.4K - $15.1K
|
16.5K
$293K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.13K- 29.11% |
$158K - $166K
|
22.2K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.6K+ 54.63% |
$999K - $1.05M
|
163K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 5.02% |
$2.28M - $2.4M
|
2.75M
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.7K+ 198.1% |
$741K - $778K
|
64.3K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.2K- 6.82% |
$298K - $313K
|
234K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.96K+ 6.45% |
$34K - $35.7K
|
32.4K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.62K- 1.51% |
$80.2K - $84.2K
|
301K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
879K+ 180.03% |
$15.3M - $16M
|
1.37M
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
341K+ 19.9% |
$5.92M - $6.22M
|
2.06M
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
521+ 1.61% |
$9.04K - $9.49K
|
32.9K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
188K+ 409.83% |
$3.26M - $3.42M
|
233K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800K+ 619.45% |
$13.9M - $14.6M
|
929K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
69+ 0.31% |
$1.2K - $1.26K
|
22K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3KNew |
$213K - $224K
|
12.3K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-136- 0.54% |
$2.36K - $2.48K
|
25K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 0.6% |
$69.2K - $72.6K
|
658K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.3K- 9.41% |
$92K - $96.6K
|
51.1K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.02M- 9.55% |
$17.8M - $18.7M
|
9.7M
$173M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 1.19% |
$375K - $394K
|
1.84M
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 0.78% |
$21.5K - $22.6K
|
157K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200KNew |
$3.46M - $3.64M
|
200K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.58K- 9.68% |
$62.2K - $65.3K
|
33.4K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.2KNew |
$317K - $332K
|
18.2K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17M- 38.41% |
$37.6M - $39.5M
|
3.47M
$61.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.62M+ 3.44% |
$28.2M - $29.6M
|
48.8M
$868M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-150- 4.35% |
$2.6K - $2.73K
|
3.3K
$58.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-10.6K- 3.02% |
$184K - $194K
|
341K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 11.06% |
$23.6K - $24.8K
|
11K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9KNew |
$466K - $489K
|
26.9K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
207+ 1.85% |
$3.59K - $3.77K
|
11.4K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-11.5K- 4.35% |
$200K - $210K
|
254K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 9.64% |
$334K - $351K
|
181K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
104K+ 175.43% |
$1.8M - $1.89M
|
163K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53K- 20.63% |
$920K - $966K
|
204K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1KNew |
$176K - $185K
|
10.1K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 0.61% |
$1.74M - $1.82M
|
16.5M
$294M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 26.47% |
$314K - $329K
|
50.2K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
120KNew |
$2.08M - $2.19M
|
120K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.6KNew |
$253K - $265K
|
14.6K
$259K
|