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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31K+ 58.18% |
$538K - $565K
|
84.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
316KNew |
$5.48M - $5.75M
|
316K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-312K- 89.69% |
$5.41M - $5.68M
|
35.8K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-290K- 96.24% |
$5.03M - $5.28M
|
11.3K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.1KNew |
$348K - $366K
|
20.1K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 11.32% |
$22.4K - $23.5K
|
12.7K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
27KNew |
$468K - $492K
|
27K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
470KNew |
$8.16M - $8.57M
|
470K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.64% |
$295 - $310
|
2.69K
$47.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.13K- 4.93% |
$106K - $112K
|
118K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.01K- 2.76% |
$17.6K - $18.4K
|
35.6K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.7K+ 72.02% |
$845K - $888K
|
116K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.37K- 9.05% |
$23.8K - $24.9K
|
13.8K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.34K- 9.4% |
$92.7K - $97.3K
|
51.5K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
351K+ 3009.03% |
$6.08M - $6.39M
|
362K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.06K+ 9.12% |
$157K - $165K
|
108K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12K+ 0.8% |
$208K - $219K
|
1.51M
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-40K- 31.55% |
$693K - $728K
|
86.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-265K- 67.84% |
$4.59M - $4.82M
|
125K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-5.55K- 13.48% |
$96.3K - $101K
|
35.7K
$635K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.28K- 9.82% |
$56.9K - $59.8K
|
30.1K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.53K- 3.78% |
$78.5K - $82.4K
|
115K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19.1KNew |
$331K - $348K
|
19.1K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
533+ 0.25% |
$9.25K - $9.71K
|
217K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
18.7K+ 3.41% |
$324K - $341K
|
567K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
225K+ 29.37% |
$3.9M - $4.09M
|
990K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.07K- 8.55% |
$35.8K - $37.6K
|
22.1K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
34.7KNew |
$601K - $632K
|
34.7K
$617K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46KNew |
$60.1K - $63.1K
|
3.46K
$61.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.85K+ 5.04% |
$136K - $143K
|
164K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
109+ 1.42% |
$1.89K - $1.99K
|
7.77K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 2.0% |
$434 - $456
|
1.27K
$22.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.36K- 6.7% |
$23.7K - $24.9K
|
19K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 14.01% |
$197K - $207K
|
92.6K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
710New |
$12.3K - $12.9K
|
710
$12.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$18.5K - $19.4K
|
1.07K
$19K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28.1K- 14.51% |
$488K - $513K
|
166K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-350- 0.98% |
$6.07K - $6.38K
|
35.3K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 9.55% |
$18M - $18.9M
|
11.9M
$212M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.39K+ 230.2% |
$163K - $171K
|
13.5K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 12.91% |
$29.4K - $30.9K
|
14.8K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$177K - $186K
|
10.2K
$182K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 0.42% |
$69.4 - $72.9
|
938
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
221K+ 15.75% |
$3.83M - $4.02M
|
1.62M
$28.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-73.7K- 21.87% |
$1.28M - $1.34M
|
263K
$4.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.75K- 96.35% |
$65K - $68.3K
|
142
$2.53K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-432- 0.36% |
$7.5K - $7.87K
|
118K
$2.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.9K- 6.79% |
$328K - $344K
|
260K
$4.62M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.02K+ 1.02% |
$35K - $36.7K
|
200K
$3.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59.9K+ 4.07% |
$1.04M - $1.09M
|
1.53M
$27.3M
|