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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-35.9K- 33.78% |
$609K - $626K
|
70.4K
$1.27M
|
|
|
Sep 05, 2024
Q2 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
45.9K+ 25.13% |
$778K - $800K
|
228K
$4.11M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.4KNew |
$345K - $355K
|
20.4K
$366K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
475New |
$8.06K - $8.28K
|
475
$8.54K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 0.09% |
$17.4K - $17.9K
|
1.14M
$20.6M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
331K+ 150.3% |
$5.62M - $5.78M
|
552K
$9.92M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.4K- 2.97% |
$498K - $512K
|
959K
$17.2M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
25.3K+ 10.01% |
$430K - $442K
|
278K
$5.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.36K- 39.66% |
$125K - $128K
|
11.2K
$201K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
15.9K+ 3.76% |
$269K - $277K
|
438K
$7.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 0.79% |
$1.7K - $1.74K
|
12.5K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22M- 75.88% |
$20.6M - $21.2M
|
387K
$6.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
207+ 36.96% |
$3.51K - $3.61K
|
767
$13.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-550- 13.75% |
$9.33K - $9.59K
|
3.45K
$62K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.15% |
$50.9 - $52.3
|
2.03K
$36.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-101K- 23.41% |
$1.72M - $1.77M
|
331K
$5.96M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.4K- 21.63% |
$1.18M - $1.21M
|
252K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9.18K- 23.43% |
$156K - $160K
|
30K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.5K+ 21.64% |
$314K - $323K
|
104K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
467K+ 2154.79% |
$7.91M - $8.14M
|
488K
$8.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-856- 2.58% |
$14.5K - $14.9K
|
32.4K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
107New |
$1.81K - $1.87K
|
107
$1.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 4.84% |
$4.41M - $4.54M
|
5.64M
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22.1K+ 2.32% |
$374K - $385K
|
972K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 4.91% |
$1.78M - $1.83M
|
2.24M
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.8K+ 143.03% |
$675K - $694K
|
67.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
29.9KNew |
$507K - $522K
|
29.9K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 0.9% |
$20.8K - $21.4K
|
137K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22.4K- 10.34% |
$379K - $390K
|
194K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.74K+ 52.85% |
$148K - $152K
|
25.3K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.2K+ 11.4% |
$427K - $439K
|
246K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.81K- 1.31% |
$149K - $154K
|
661K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.27K- 8.48% |
$89.4K - $91.9K
|
56.9K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-915- 0.57% |
$15.5K - $16K
|
158K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
207+ 0.83% |
$3.51K - $3.61K
|
25.2K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16.4K+ 10.75% |
$278K - $286K
|
169K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
960+ 4.4% |
$16.3K - $16.7K
|
22.8K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-456- 1.5% |
$7.73K - $7.95K
|
29.9K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-340- 0.32% |
$5.77K - $5.93K
|
105K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.64K- 30.01% |
$95.7K - $98.4K
|
13.2K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-13.3K- 15.49% |
$225K - $232K
|
72.4K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-100- 1.29% |
$1.7K - $1.74K
|
7.66K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.58K- 44.13% |
$26.8K - $27.6K
|
2K
$36K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.76K- 1.2% |
$80.7K - $83K
|
390K
$7.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$234K - $241K
|
13.8K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 10.29% |
$389K - $400K
|
200K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
106K+ 70.59% |
$1.8M - $1.86M
|
257K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6K+ 11.93% |
$180K - $185K
|
99.3K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
162K+ 156.74% |
$2.74M - $2.82M
|
265K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-356- 2.25% |
$6.04K - $6.21K
|
15.5K
$279K
|