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 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
162K+ 1088.86% |
$2.86M - $2.94M
|
177K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.05K- 3.9% |
$124K - $128K
|
174K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
488+ 0.24% |
$8.61K - $8.87K
|
200K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.92K- 1.79% |
$51.6K - $53.1K
|
160K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.87M+ 3.83% |
$33M - $34M
|
50.6M
$900M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$383K - $395K
|
21.7K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.5KNew |
$574K - $591K
|
32.5K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.02% |
$70.6 - $72.7
|
23.2K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 210.29% |
$1.01M - $1.04M
|
84.7K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.7K+ 3.53% |
$207K - $214K
|
345K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
28+ 0.14% |
$494 - $509
|
20.1K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
219K+ 13.51% |
$3.87M - $3.98M
|
1.84M
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.08K+ 5.97% |
$125K - $129K
|
126K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20K- 12.09% |
$354K - $364K
|
146K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
700+ 6.67% |
$12.4K - $12.7K
|
11.2K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
226+ 1.08% |
$3.99K - $4.11K
|
21.2K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 13.45% |
$324K - $333K
|
155K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
76.3K+ 55.81% |
$1.35M - $1.39M
|
213K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-18.8K- 34.29% |
$331K - $341K
|
36K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.15K+ 2.2% |
$55.6K - $57.2K
|
146K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-19.2K- 57.4% |
$339K - $349K
|
14.2K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200K+ 55.35% |
$3.53M - $3.64M
|
562K
$9.98M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102K+ 43.43% |
$1.8M - $1.85M
|
336K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.13K- 10.93% |
$143K - $148K
|
66.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.73K+ 6.64% |
$101K - $104K
|
92.1K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34.9K+ 7.33% |
$616K - $634K
|
511K
$9.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 1.44% |
$523K - $538K
|
2.09M
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.36K- 17.94% |
$41.7K - $42.9K
|
10.8K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
26.1KNew |
$461K - $475K
|
26.1K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.78KNew |
$31.5K - $32.4K
|
1.78K
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
379New |
$6.69K - $6.89K
|
379
$6.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.4K+ 3.63% |
$60K - $61.8K
|
97.1K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35.4KNew |
$625K - $644K
|
35.4K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.25MNew |
$22.1M - $22.8M
|
1.25M
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
474K+ 92.93% |
$8.37M - $8.62M
|
985K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
479KNew |
$8.46M - $8.71M
|
479K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.8KNew |
$420K - $433K
|
23.8K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-351K- 96.91% |
$6.2M - $6.38M
|
11.2K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.91K- 0.43% |
$140K - $144K
|
1.83M
$32.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
139+ 0.39% |
$2.45K - $2.53K
|
35.8K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
51.1K+ 7.56% |
$902K - $929K
|
727K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60.8K+ 69.06% |
$1.07M - $1.11M
|
149K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.3K+ 10.16% |
$1.28M - $1.31M
|
784K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
181New |
$3.19K - $3.29K
|
181
$3.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.2K- 19.06% |
$74.1K - $76.3K
|
17.8K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
11K+ 3.92% |
$195K - $200K
|
292K
$5.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.8K+ 7.59% |
$403K - $415K
|
324K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
106K+ 15.64% |
$1.87M - $1.92M
|
783K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
36.2KNew |
$640K - $659K
|
36.2K
$644K
|