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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 8.28% |
$2.38M - $2.5M
|
1.79M
$31.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$52.1 - $54.7
|
3
$53.4
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-440- 2.16% |
$7.63K - $8.02K
|
19.9K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.96K- 29.59% |
$121K - $127K
|
16.6K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
313K+ 3428.12% |
$5.44M - $5.71M
|
323K
$5.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15K- 8.21% |
$261K - $274K
|
168K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.22K- 0.56% |
$38.5K - $40.4K
|
397K
$7.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 1.46% |
$23.4K - $24.5K
|
93.6K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$447K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
125+ 0.31% |
$2.17K - $2.28K
|
40.2K
$715K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.66K+ 4.84% |
$46.2K - $48.5K
|
57.7K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.44K- 25.59% |
$77.1K - $81K
|
12.9K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-705- 2.13% |
$12.2K - $12.8K
|
32.4K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.7KNew |
$359K - $377K
|
20.7K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.89K+ 5.67% |
$137K - $144K
|
147K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
898+ 4.96% |
$15.6K - $16.4K
|
19K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.45K+ 2.55% |
$147K - $154K
|
340K
$6.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
461K+ 1087.6% |
$7.99M - $8.39M
|
503K
$8.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-79- 0.33% |
$1.37K - $1.44K
|
23.5K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 0.59% |
$37.1K - $39K
|
366K
$6.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20KNew |
$347K - $365K
|
20K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.34K+ 13.97% |
$58K - $60.9K
|
27.3K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
83+ 0.18% |
$1.44K - $1.51K
|
45.5K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.76K+ 13.34% |
$152K - $160K
|
74.4K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 6.37% |
$17.9K - $18.8K
|
15.2K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.25K+ 57.35% |
$126K - $132K
|
19.9K
$354K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.79K+ 2.27% |
$135K - $142K
|
351K
$6.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-889- 60.56% |
$15.4K - $16.2K
|
579
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 10.69% |
$604K - $634K
|
360K
$6.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.74K+ 4.53% |
$82.3K - $86.4K
|
109K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18.5KNew |
$321K - $337K
|
18.5K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
75.9K+ 20.31% |
$1.32M - $1.38M
|
450K
$8.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.5K+ 45.8% |
$877K - $921K
|
161K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-8.97K- 15.29% |
$156K - $163K
|
49.7K
$885K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-446K- 45.93% |
$7.75M - $8.14M
|
526K
$9.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.63K- 0.9% |
$167K - $175K
|
1.06M
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
64+ 0.63% |
$1.11K - $1.17K
|
10.3K
$183K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
24.8KNew |
$431K - $452K
|
24.8K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
793+ 2.04% |
$13.8K - $14.4K
|
39.6K
$705K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.48K+ 4.01% |
$95.1K - $99.9K
|
142K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-996- 3.15% |
$17.3K - $18.1K
|
30.6K
$545K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.64K- 2.26% |
$28.5K - $29.9K
|
71K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 21.59% |
$427K - $448K
|
139K
$2.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 3.72% |
$274K - $288K
|
441K
$7.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 4.06% |
$1.74K - $1.82K
|
2.56K
$45.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
41.1KNew |
$714K - $749K
|
41.1K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.9K- 24.56% |
$190K - $199K
|
33.6K
$598K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.21K+ 0.77% |
$90.5K - $95K
|
681K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
17.8K+ 23.38% |
$308K - $323K
|
93.7K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.66K- 44.29% |
$28.7K - $30.2K
|
2.08K
$37.1K
|