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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
15.1KNew |
$267K - $275K
|
15.1K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-412- 18.87% |
$7.27K - $7.49K
|
1.77K
$31.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.06K+ 14.11% |
$36.3K - $37.4K
|
16.6K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.9K+ 8.54% |
$33.5K - $34.5K
|
24.1K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
5.1K+ 1.59% |
$90K - $92.7K
|
327K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
104+ 0.26% |
$1.84K - $1.89K
|
39.7K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-169K- 1.75% |
$2.99M - $3.08M
|
9.53M
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.6K+ 1.51% |
$434K - $447K
|
1.65M
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.85K- 5.52% |
$50.2K - $51.7K
|
48.7K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.4K- 2.7% |
$183K - $188K
|
373K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
3.39KNew |
$59.8K - $61.6K
|
3.39K
$60.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.7K+ 10.04% |
$224K - $231K
|
139K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
115+ 0.78% |
$2.03K - $2.09K
|
14.8K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.85K+ 2.01% |
$50.3K - $51.8K
|
144K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.47K- 4.18% |
$43.5K - $44.9K
|
56.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
59.6K+ 59.34% |
$1.05M - $1.08M
|
160K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.7K+ 8.38% |
$241K - $248K
|
177K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
123K+ 52.81% |
$2.18M - $2.24M
|
357K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.2K- 2.28% |
$586K - $604K
|
1.43M
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 0.11% |
$2.97K - $3.05K
|
157K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
276+ 1.44% |
$4.87K - $5.02K
|
19.4K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.99K+ 1.22% |
$141K - $145K
|
665K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.62M+ 104.31% |
$63.9M - $65.8M
|
7.09M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-291- 1.88% |
$5.14K - $5.29K
|
15.2K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
21K+ 30.1% |
$370K - $381K
|
90.6K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.54MNew |
$27.1M - $27.9M
|
1.54M
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 7.85% |
$124K - $128K
|
82.7K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.16KNew |
$91.1K - $93.9K
|
5.16K
$92.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.99K- 4.91% |
$70.4K - $72.5K
|
77.2K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.7KNew |
$294K - $303K
|
16.7K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.2K+ 89.23% |
$180K - $185K
|
21.6K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 15.76% |
$568K - $585K
|
172K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.64K- 11.9% |
$28.9K - $29.8K
|
12.1K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
327KNew |
$5.77M - $5.94M
|
327K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.28K- 37.08% |
$164K - $169K
|
15.8K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.54K- 16.28% |
$115K - $119K
|
33.6K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.55K+ 7.07% |
$62.7K - $64.6K
|
53.7K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 2.4% |
$5.3K - $5.45K
|
12.2K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
53K+ 12.1% |
$935K - $963K
|
491K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.87M+ 3.83% |
$33M - $34M
|
50.6M
$905M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.6K+ 12.18% |
$258K - $266K
|
135K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
286K+ 1.73% |
$5.05M - $5.2M
|
16.8M
$300M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 79.02% |
$19.1M - $19.6M
|
2.45M
$43.7M
|
|
|
Feb 14, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-1.78K- 8.0% |
$31.4K - $32.3K
|
20.4K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
162K+ 1088.86% |
$2.86M - $2.94M
|
177K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.05K- 3.9% |
$124K - $128K
|
174K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
488+ 0.24% |
$8.61K - $8.87K
|
200K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.92K- 1.79% |
$51.6K - $53.1K
|
160K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.02% |
$70.6 - $72.7
|
23.2K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.5KNew |
$574K - $591K
|
32.5K
$581K
|