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 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.32K+ 6.49% |
$20.4K - $22.4K
|
21.7K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.61K- 25.72% |
$55.8K - $61.1K
|
10.4K
$188K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
1.2MNew |
$18.6M - $20.4M
|
1.2M
$21.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-20.9K- 3.01% |
$323K - $354K
|
674K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.08K- 17.21% |
$47.6K - $52.1K
|
14.8K
$267K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-79.3K- 85.56% |
$1.23M - $1.34M
|
13.4K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-8.17K- 18.3% |
$126K - $138K
|
36.5K
$657K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.9K+ 5505.98% |
$199K - $218K
|
13.1K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
972+ 4.89% |
$15K - $16.4K
|
20.9K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32New |
$495 - $541
|
32
$576
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.4KNew |
$239K - $261K
|
15.4K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 28.55% |
$63.6K - $69.6K
|
10.3K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
266New |
$4.11K - $4.5K
|
266
$4.79K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-397- 11.21% |
$6.14K - $6.72K
|
3.14K
$56.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-94K- 84.96% |
$1.45M - $1.59M
|
16.6K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
19.2KNew |
$297K - $325K
|
19.2K
$346K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
8.91K+ 178.2% |
$138K - $151K
|
13.9K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$3.79K - $4.15K
|
245
$4.41K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.76K+ 17.98% |
$27.3K - $29.8K
|
11.6K
$208K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41New |
$634 - $694
|
41
$738
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-205Closed |
$3.26K - $3.34K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
534New |
$8.48K - $8.69K
|
534
$9.62K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.18KNew |
$82.3K - $84.3K
|
5.18K
$93.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.1K+ 9.44% |
$256K - $263K
|
187K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-186K- 82.13% |
$2.96M - $3.03M
|
40.5K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10.2KNew |
$162K - $166K
|
10.2K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
950New |
$15.1K - $15.5K
|
950
$17.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.45KNew |
$23K - $23.5K
|
1.45K
$26K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-111K- 80.44% |
$1.77M - $1.81M
|
27.1K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74.8K+ 38.15% |
$1.19M - $1.22M
|
271K
$4.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-378- 2.64% |
$6K - $6.15K
|
13.9K
$251K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-17.1K- 28.23% |
$271K - $278K
|
43.4K
$782K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 59.52% |
$7.94K - $8.14K
|
1.34K
$24.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.77K- 4.28% |
$44K - $45.1K
|
61.9K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.78K+ 9.12% |
$28.2K - $28.9K
|
21.3K
$383K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
350New |
$5.56K - $5.7K
|
350
$6.3K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9KNew |
$189K - $194K
|
11.9K
$214K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.47K- 69.18% |
$55.1K - $56.5K
|
1.55K
$27.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.67K- 18.55% |
$90K - $92.3K
|
24.9K
$448K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.52K- 11.97% |
$40K - $41K
|
18.5K
$333K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-456- 3.97% |
$7.24K - $7.42K
|
11K
$199K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-650- 5.62% |
$10.3K - $10.6K
|
10.9K
$197K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.7K- 17.78% |
$42.9K - $44K
|
12.5K
$225K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
26+ 0.23% |
$413 - $423
|
11.4K
$206K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 1.99% |
$7.94K - $8.14K
|
24.7K
$445K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1.2KNew |
$19.1K - $19.5K
|
1.2K
$21.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-21.8K- 54.63% |
$347K - $355K
|
18.1K
$326K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.72% |
$30.1K - $30.9K
|
67.7K
$1.22M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250Closed |
$3.89K - $4.04K
|
0
$0
|
|