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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
34.5KNew |
$595K - $659K
|
34.5K
$615K
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-26.4KClosed |
$454K - $503K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-490KClosed |
$8.44M - $9.35M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
215+ 0.2% |
$3.7K - $4.1K
|
110K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-200- 0.17% |
$3.45K - $3.82K
|
116K
$2.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.06KClosed |
$18.2K - $20.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.3KClosed |
$212K - $235K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.15KClosed |
$123K - $136K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.2KNew |
$193K - $214K
|
11.2K
$200K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
13KNew |
$224K - $248K
|
13K
$231K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 3.86% |
$190 - $210
|
274
$4.88K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.97KClosed |
$51.1K - $56.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-10.2KClosed |
$176K - $194K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-562KClosed |
$9.68M - $10.7M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.58K+ 27.15% |
$27.2K - $30.1K
|
7.4K
$132K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.35KClosed |
$23.3K - $25.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.59K- 3.74% |
$27.5K - $30.4K
|
41K
$731K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 28.57% |
$1.72K - $1.91K
|
250
$4.45K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
201+ 4.06% |
$3.46K - $3.84K
|
5.15K
$91.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5KClosed |
$25.8K - $28.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.56KClosed |
$44.1K - $48.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7KNew |
$357K - $395K
|
20.7K
$369K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.2KClosed |
$245K - $271K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.2KClosed |
$245K - $271K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21KClosed |
$363K - $402K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-585- 11.88% |
$10.1K - $11.2K
|
4.34K
$77.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-300Closed |
$5.17K - $5.72K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-300Closed |
$5.17K - $5.72K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
100New |
$1.72K - $1.91K
|
100
$1.78K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-7.54K- 97.05% |
$130K - $144K
|
229
$4.08K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
495+ 3.48% |
$8.53K - $9.44K
|
14.7K
$262K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-78.2KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
31New |
$534 - $591
|
31
$552
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-12KClosed |
$207K - $229K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$45.4K - $50.3K
|
2.64K
$47K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
23.7KNew |
$409K - $453K
|
23.7K
$423K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-72.6KClosed |
$1.25M - $1.39M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-160- 0.14% |
$2.76K - $3.05K
|
117K
$2.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-125KClosed |
$2.16M - $2.39M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-10.7KClosed |
$184K - $204K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.33% |
$17.2K - $19.1K
|
29K
$517K
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-203K- 86.44% |
$3.5M - $3.88M
|
31.9K
$568K
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-26KClosed |
$447K - $495K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
186New |
$3.2K - $3.55K
|
186
$3.31K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.84K+ 87.54% |
$170K - $188K
|
21.1K
$375K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-15.6K- 52.83% |
$268K - $297K
|
13.9K
$247K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.3KClosed |
$74.1K - $82K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.76KNew |
$47.6K - $52.7K
|
2.76K
$49.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 74.49% |
$30.2K - $33.4K
|
600
$10.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-29.5KClosed |
$508K - $563K
|
0
$0
|