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 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.24K+ 2.12% |
$38.8K - $40.8K
|
108K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100KNew |
$1.74M - $1.83M
|
100K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.72K- 27.58% |
$99.3K - $104K
|
15K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 3.27% |
$27.7K - $29.1K
|
47.3K
$852K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.6K+ 18.93% |
$271K - $285K
|
98.1K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.22K- 23.74% |
$73.2K - $76.9K
|
13.6K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69.5K- 15.33% |
$1.21M - $1.27M
|
384K
$6.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
37.8K+ 5.25% |
$656K - $689K
|
758K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
917+ 4.08% |
$15.9K - $16.7K
|
23.4K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.16K- 5.95% |
$54.8K - $57.5K
|
49.9K
$898K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35K+ 2.52% |
$607K - $638K
|
1.43M
$25.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.16% |
$868 - $911
|
30.5K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.53K- 6.04% |
$26.5K - $27.9K
|
23.8K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
31.5KNew |
$546K - $573K
|
31.5K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.61K- 41.32% |
$80K - $84K
|
6.55K
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.7K+ 8.06% |
$463K - $486K
|
358K
$6.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
690+ 93.12% |
$12K - $12.6K
|
1.43K
$25.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 552.34% |
$69.6K - $73.1K
|
4.74K
$85.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.98K- 7.52% |
$51.8K - $54.4K
|
36.7K
$661K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67K+ 32.76% |
$63.7K - $66.8K
|
14.9K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.1K- 74.45% |
$36.3K - $38.2K
|
719
$12.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22.2K- 1.65% |
$386K - $405K
|
1.33M
$23.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
165New |
$2.86K - $3.01K
|
165
$2.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$156 - $164
|
57.7K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.32K+ 3.26% |
$162K - $170K
|
295K
$5.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.1K+ 0.81% |
$123K - $129K
|
882K
$15.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.39K+ 9.57% |
$24K - $25.2K
|
15.9K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
142KNew |
$2.46M - $2.58M
|
142K
$2.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17.8K- 4.16% |
$309K - $325K
|
411K
$7.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$178K - $187K
|
10.3K
$185K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.3K- 18.0% |
$39.9K - $41.9K
|
10.5K
$189K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-6.39K- 0.46% |
$111K - $116K
|
1.38M
$24.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-836- 1.07% |
$14.5K - $15.2K
|
77.3K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.65K+ 10.92% |
$28.6K - $30K
|
16.7K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.69K+ 5.01% |
$98.6K - $104K
|
119K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-5.8K- 3.51% |
$101K - $106K
|
159K
$2.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-21.7K- 14.34% |
$376K - $395K
|
129K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
9.56KNew |
$166K - $174K
|
9.56K
$172K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-245- 3.42% |
$4.25K - $4.46K
|
6.92K
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.19K- 2.59% |
$90K - $94.5K
|
195K
$3.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90.7K+ 25.73% |
$1.57M - $1.65M
|
443K
$7.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.7KNew |
$376K - $395K
|
21.7K
$390K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-140- 0.24% |
$2.43K - $2.55K
|
58.4K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.37K+ 1.47% |
$75.7K - $79.5K
|
301K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
13.5K+ 19.64% |
$235K - $247K
|
82.5K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
16.5K+ 5.6% |
$287K - $301K
|
312K
$5.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$179K - $188K
|
10.3K
$186K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.1K+ 23.64% |
$279K - $293K
|
84.2K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-4.7K- 23.65% |
$81.5K - $85.6K
|
15.2K
$273K
|