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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
11.6KNew |
$189K - $199K
|
11.6K
$207K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
62.4KNew |
$1.02M - $1.07M
|
62.4K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-48- 0.27% |
$782 - $824
|
17.7K
$315K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-14.3K- 15.33% |
$233K - $245K
|
78.9K
$1.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.23K+ 10.4% |
$36.4K - $38.3K
|
23.7K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
59.5K+ 40.86% |
$969K - $1.02M
|
205K
$3.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.6KNew |
$238K - $250K
|
14.6K
$260K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$32.6K - $34.3K
|
2K
$35.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-61.3K- 55.17% |
$999K - $1.05M
|
49.8K
$887K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.73K- 3.41% |
$77.1K - $81.2K
|
134K
$2.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$190K - $200K
|
11.7K
$208K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
969New |
$15.8K - $16.6K
|
969
$17.3K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-4.23K- 80.97% |
$68.9K - $72.6K
|
994
$17.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
580+ 1.71% |
$9.45K - $9.95K
|
34.5K
$615K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.22K- 32.68% |
$118K - $124K
|
14.9K
$265K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
970New |
$15.8K - $16.6K
|
970
$17.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
61New |
$994 - $1.05K
|
61
$1.09K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3K- 22.06% |
$48.9K - $51.5K
|
10.6K
$189K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.58KClosed |
$26.2K - $28.9K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$1.68K - $1.85K
|
101
$1.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-166K- 88.88% |
$2.77M - $3.05M
|
20.8K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$3.33K - $3.66K
|
200
$3.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-296- 2.26% |
$4.93K - $5.42K
|
12.8K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.7K+ 11.25% |
$211K - $232K
|
125K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.15% |
$283 - $311
|
11.7K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.1KNew |
$168K - $185K
|
10.1K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-41.2K- 73.63% |
$686K - $754K
|
14.7K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-260Closed |
$4.33K - $4.76K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.9K- 47.6% |
$81.6K - $89.8K
|
5.39K
$96.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
37.4KNew |
$623K - $685K
|
37.4K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
288New |
$4.8K - $5.28K
|
288
$5.13K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.88K+ 21.17% |
$64.7K - $71.2K
|
22.2K
$396K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
11.4KNew |
$190K - $208K
|
11.4K
$203K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.95K+ 1.42% |
$65.9K - $72.4K
|
282K
$5.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.9K- 28.96% |
$549K - $603K
|
80.8K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-9.41K- 3.41% |
$157K - $172K
|
267K
$4.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-9.9K- 99.81% |
$165K - $181K
|
19
$338
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-103- 0.87% |
$1.72K - $1.89K
|
11.7K
$208K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.08KNew |
$34.7K - $38.2K
|
2.08K
$37.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
206New |
$3.43K - $3.77K
|
206
$3.67K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
401New |
$6.68K - $7.35K
|
401
$7.14K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-8.79K- 1.71% |
$146K - $161K
|
504K
$8.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
14+ 1.38% |
$233 - $256
|
1.03K
$18.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.2KNew |
$20K - $22K
|
1.2K
$21.4K
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
13.8K+ 5.05% |
$230K - $252K
|
287K
$5.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-21.5K- 50.41% |
$358K - $394K
|
21.1K
$377K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-10.3KClosed |
$178K - $197K
|
0
$0
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 18.87% |
$40.8K - $45.2K
|
14.9K
$266K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-38.5KClosed |
$664K - $735K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.77KClosed |
$47.8K - $52.9K
|
0
$0
|
|