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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
793+ 2.04% |
$13.8K - $14.4K
|
39.6K
$713K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-996- 3.15% |
$17.3K - $18.1K
|
30.6K
$551K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.64K- 2.26% |
$28.5K - $29.9K
|
71K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 21.59% |
$427K - $448K
|
139K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 3.72% |
$274K - $288K
|
441K
$7.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 4.06% |
$1.74K - $1.82K
|
2.56K
$46.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
41.1KNew |
$714K - $749K
|
41.1K
$741K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.9K- 24.56% |
$190K - $199K
|
33.6K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.21K+ 0.77% |
$90.5K - $95K
|
681K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
17.8K+ 23.38% |
$308K - $323K
|
93.7K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.66K- 44.29% |
$28.7K - $30.2K
|
2.08K
$37.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.19K- 3.97% |
$20.6K - $21.6K
|
28.7K
$517K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 8.9% |
$69K - $72.5K
|
48.7K
$877K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.2K- 2.29% |
$663K - $696K
|
1.63M
$29.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 1.24% |
$2.67K - $2.81K
|
12.5K
$226K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.6K+ 3.09% |
$184K - $193K
|
354K
$6.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.68K- 2.63% |
$151K - $158K
|
321K
$5.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.5KNew |
$183K - $192K
|
10.5K
$190K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6K- 19.97% |
$104K - $109K
|
24.1K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 11.67% |
$2.64M - $2.78M
|
1.46M
$26.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.05K- 1.96% |
$53K - $55.6K
|
153K
$2.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
93+ 0.57% |
$1.61K - $1.69K
|
16.5K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 3.06% |
$8.68K - $9.11K
|
15.8K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11.3K+ 7.01% |
$197K - $207K
|
173K
$3.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 3.04% |
$194K - $203K
|
378K
$6.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
559+ 5.81% |
$9.7K - $10.2K
|
10.2K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 0.26% |
$1.08K - $1.13K
|
24.3K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
593+ 1.18% |
$10.3K - $10.8K
|
51K
$918K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
316+ 0.45% |
$5.48K - $5.76K
|
70.7K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48.6K+ 155.69% |
$843K - $885K
|
79.8K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 5.79% |
$46.3K - $48.6K
|
48.8K
$878K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180+ 3.17% |
$3.12K - $3.28K
|
5.86K
$106K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-242- 1.77% |
$4.2K - $4.41K
|
13.4K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 3.05% |
$19.3K - $20.3K
|
37.6K
$678K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.86K+ 17.89% |
$49.6K - $52.1K
|
18.9K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.9K+ 1.87% |
$85.1K - $89.4K
|
267K
$4.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.02K+ 2.85% |
$157K - $164K
|
326K
$5.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.15K+ 7.3% |
$72K - $75.6K
|
61K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-25.5K- 57.46% |
$443K - $465K
|
18.9K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.9K+ 111.04% |
$223K - $234K
|
24.4K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-4.52K- 16.43% |
$78.5K - $82.4K
|
23K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-700- 50.0% |
$12.1K - $12.8K
|
700
$12.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.9K- 2.91% |
$32.9K - $34.5K
|
63.2K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-431- 0.63% |
$7.48K - $7.85K
|
67.5K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.99K- 14.0% |
$51.8K - $54.4K
|
18.3K
$330K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41.9KNew |
$727K - $763K
|
41.9K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.51K- 6.12% |
$26.2K - $27.5K
|
23.2K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
198+ 0.87% |
$3.44K - $3.61K
|
23K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.08K- 4.61% |
$53.5K - $56.2K
|
63.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.3K+ 141.85% |
$682K - $716K
|
67K
$1.21M
|