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 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
30+ 0.02% |
$509 - $523
|
135K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-204K- 21.08% |
$3.47M - $3.56M
|
765K
$13.8M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.82K- 5.48% |
$30.8K - $31.7K
|
31.4K
$567K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.74K- 8.27% |
$46.5K - $47.8K
|
30.4K
$550K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$3.39K - $3.49K
|
200
$3.62K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.1K- 36.79% |
$238K - $245K
|
24.2K
$437K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-851- 1.26% |
$14.4K - $14.8K
|
66.9K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.8KNew |
$589K - $606K
|
34.8K
$629K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67.5K+ 20.37% |
$1.14M - $1.18M
|
399K
$7.21M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6K+ 1.29% |
$231K - $238K
|
1.07M
$19.4M
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.07K+ 7.99% |
$69K - $71K
|
55K
$996K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.96K+ 16.97% |
$50.1K - $51.6K
|
20.4K
$369K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.55K+ 5.94% |
$77.2K - $79.4K
|
81.2K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-818K- 52.46% |
$13.9M - $14.3M
|
742K
$13.4M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.6KNew |
$366K - $376K
|
21.6K
$390K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.75K+ 2639.44% |
$63.6K - $65.4K
|
3.89K
$70.4K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11K- 7.84% |
$186K - $191K
|
129K
$2.33M
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$178K - $183K
|
10.5K
$190K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.76K- 9.64% |
$165K - $170K
|
91.4K
$1.65M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
41.2K+ 56.57% |
$699K - $718K
|
114K
$2.06M
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.82K- 9.43% |
$64.8K - $66.6K
|
36.7K
$663K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-39.7K- 36.82% |
$674K - $693K
|
68.2K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.71K- 5.17% |
$62.9K - $64.7K
|
67.9K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 0.37% |
$104K - $107K
|
1.66M
$30M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.69K- 16.63% |
$79.6K - $81.8K
|
23.5K
$426K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.09K+ 3.04% |
$52.4K - $53.9K
|
105K
$1.89M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
362K+ 3.45% |
$6.14M - $6.31M
|
10.8M
$196M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.3K+ 10.57% |
$735K - $756K
|
453K
$8.2M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.4K+ 9.11% |
$566K - $582K
|
400K
$7.23M
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-54- 0.04% |
$916 - $942
|
133K
$2.4M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
10.6K+ 6.98% |
$179K - $184K
|
162K
$2.93M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-204- 1.23% |
$3.46K - $3.56K
|
16.3K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15.1KNew |
$256K - $263K
|
15.1K
$273K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36.4K+ 2.54% |
$618K - $635K
|
1.47M
$26.6M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.5K- 3.08% |
$364K - $374K
|
675K
$12.2M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.53K- 5.71% |
$128K - $131K
|
124K
$2.25M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.51K+ 2.79% |
$25.7K - $26.4K
|
55.7K
$1.01M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
191K+ 172.23% |
$3.23M - $3.32M
|
301K
$5.45M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
27.7K+ 28.02% |
$470K - $484K
|
127K
$2.29M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.14KNew |
$155K - $159K
|
9.14K
$165K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
62+ 0.36% |
$1.05K - $1.08K
|
17.2K
$310K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.48K- 0.74% |
$110K - $113K
|
875K
$15.8M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.05% |
$729 - $750
|
92.3K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
110K+ 242.66% |
$1.87M - $1.92M
|
156K
$2.82M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 0.44% |
$2.51K - $2.58K
|
33.4K
$604K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 24.81% |
$218K - $224K
|
38.9K
$704K
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.21% |
$509 - $523
|
14.6K
$265K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.7K- 17.41% |
$216K - $222K
|
60.4K
$1.09M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-258K- 51.61% |
$4.38M - $4.51M
|
242K
$4.38M
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67K- 15.77% |
$1.14M - $1.17M
|
358K
$6.47M
|