Latest Institutional Transactions on First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-1K
- 3.33%
$17.2K - $19.1K
29K $515K
Jul 20, 2022 Q2 2022
Financial Futures LTD Liability Co.

SELL
 -
-26K
Closed
$447K - $495K
0 $0
Jul 20, 2022 Q2 2022
Reitz Capital Advisors LLC

SELL
 -
-203K
- 86.44%
$3.5M - $3.88M
31.9K $566K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
186
New
$3.2K - $3.55K
186 $3.3K
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

BUY
 -
9.84K
+ 87.54%
$170K - $188K
21.1K $374K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-4.3K
Closed
$74.1K - $82K
0 $0
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

SELL
 -
-15.6K
- 52.83%
$268K - $297K
13.9K $246K
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

BUY
 -
2.76K
New
$47.6K - $52.7K
2.76K $49K
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-1.75K
- 74.49%
$30.2K - $33.4K
600 $10.6K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-1.5K
Closed
$25.9K - $28.7K
0 $0
Jul 13, 2022 Q2 2022
Youngs Advisory Group, Inc.

SELL
 -
-18.5K
Closed
$320K - $354K
0 $0
Jul 13, 2022 Q2 2022
Hamilton Wealth, LLC

SELL
 -
-29.5K
Closed
$508K - $563K
0 $0
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-42K
Closed
$724K - $802K
0 $0
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
10.4K
New
$179K - $198K
10.4K $184K
Jul 08, 2022 Q2 2022
First Community Trust Na

SELL
 -
-1.14K
- 20.94%
$19.6K - $21.7K
4.3K $76.3K
Jul 05, 2022 Q2 2022
Future Financial Wealth Managment LLC

SELL
 -
-3K
Closed
$51.7K - $57.2K
0 $0
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-24.2K
Closed
$453K - $493K
0 $0
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-58
Closed
$1.08K - $1.18K
0 $0
May 16, 2022 Q1 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
27
New
$504 - $549
27 $479
May 16, 2022 Q1 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-14.8K
Closed
$276K - $300K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-31.4K
Closed
$586K - $637K
0 $0
May 13, 2022 Q1 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
10K
New
$187K - $203K
10K $177K
May 13, 2022 Q1 2022
Ignite Planners, LLC

SELL
 -
-49.9K
Closed
$932K - $1.01M
0 $0
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-82.2K
Closed
$1.53M - $1.67M
0 $0
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-24.6K
Closed
$459K - $500K
0 $0
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-10.4K
Closed
$194K - $211K
0 $0
May 04, 2022 Q1 2022
O Donnell Financial Services, LLC

SELL
 -
-96K
Closed
$1.79M - $1.95M
0 $0
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

SELL
 -
-100
- 50.0%
$1.87K - $2.03K
100 $1.77K
May 02, 2022 Q1 2022
Howard Capital Management Inc.

SELL
 -
-255K
Closed
$4.76M - $5.18M
0 $0
Apr 29, 2022 Q1 2022
Sg Americas Securities, LLC

SELL
 -
-269K
Closed
$5.02M - $5.46M
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
33.7K
New
$628K - $684K
33.7K $597K
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-14.7K
Closed
$274K - $299K
0 $0
Apr 22, 2022 Q1 2022
Wendell David Associates Inc

SELL
 -
-6.5K
- 25.0%
$121K - $132K
19.5K $346K
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

SELL
 -
-200K
Closed
$3.73M - $4.06M
0 $0
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-767
Closed
$14.3K - $15.6K
0 $0
Apr 18, 2022 Q1 2022
Elk River Wealth Management, LLC

SELL
 -
-23.5K
Closed
$439K - $477K
0 $0
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

SELL
 -
-485K
Closed
$9.06M - $9.86M
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-1.38K
Closed
$25.8K - $28.1K
0 $0
Apr 05, 2022 Q1 2022
Wedmont Private Capital

BUY
 -
23.2K
New
$434K - $472K
23.2K $412K
Q4 2021
Jan 12, 2024 Q4 2021
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-10.8K
- 2.19%
$217K - $221K
479K $8.5M
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-10.8K
- 49.15%
$217K - $221K
11.1K $197K
Feb 22, 2022 Q4 2021
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1.9K
New
$38.3K - $39.1K
1.9K $33.7K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-2.41K
Closed
$48.5K - $49.5K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 11, 2022 Q4 2021
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-805
- 3.56%
$16.2K - $16.6K
21.8K $387K
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-73
Closed
$1.47K - $1.5K
0 $0
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-487
Closed
$9.81K - $10K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
291
New
$5.86K - $5.98K
291 $5.16K
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-150
Closed
$3.02K - $3.08K
0 $0

Track Institutional and Insider Activities on FPE

Follow FIRST TR PFD SECS & INCOME ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPE shares.

Notify only if

Insider Trading

Get notified when an First Tr Pfd Secs & Income ETF insider buys or sells FPE shares.

Notify only if

News

Receive news related to FIRST TR PFD SECS & INCOME ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FPE