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 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
15.4KNew |
$268K - $281K
|
15.4K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.46M+ 1642.31% |
$25.3M - $26.5M
|
1.54M
$27.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.82K- 31.31% |
$31.6K - $33.2K
|
4K
$71.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
14+ 0.12% |
$243 - $255
|
11.7K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.87K+ 1.81% |
$49.9K - $52.4K
|
162K
$2.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
590K+ 1990.32% |
$10.2M - $10.7M
|
619K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$885 - $929
|
25.3K
$450K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
136New |
$2.36K - $2.48K
|
136
$2.42K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
855New |
$14.8K - $15.6K
|
855
$15.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$175K - $184K
|
10.1K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 75.87% |
$28.6K - $30K
|
3.82K
$68K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-138K- 9.42% |
$2.39M - $2.51M
|
1.33M
$23.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-329K- 9.96% |
$5.71M - $6M
|
2.98M
$53M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.85K+ 40.86% |
$119K - $125K
|
23.6K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.4K- 0.67% |
$649K - $681K
|
5.52M
$98.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
395+ 2.67% |
$6.85K - $7.2K
|
15.2K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
647New |
$11.2K - $11.8K
|
647
$11.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.9K+ 4.32% |
$206K - $216K
|
286K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-3.2K- 4.73% |
$55.5K - $58.3K
|
64.5K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.7K+ 26.79% |
$602K - $632K
|
164K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-26.3K- 15.1% |
$456K - $479K
|
148K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.5% |
$1.74K - $1.82K
|
19.9K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.55K- 6.39% |
$96.2K - $101K
|
81.2K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-592- 5.11% |
$10.3K - $10.8K
|
11K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-524- 2.92% |
$9.09K - $9.55K
|
17.4K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119K- 22.07% |
$2.06M - $2.16M
|
419K
$7.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.95K+ 11.23% |
$33.8K - $35.5K
|
19.3K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.54K- 2.51% |
$26.6K - $28K
|
59.6K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
42.9K+ 11.89% |
$744K - $782K
|
404K
$7.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.14K+ 13.48% |
$54.5K - $57.2K
|
26.4K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.8K- 48.26% |
$499K - $524K
|
30.8K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.83K+ 1.13% |
$83.8K - $88K
|
431K
$7.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-592- 3.66% |
$10.3K - $10.8K
|
15.6K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
65.9K+ 35.62% |
$1.14M - $1.2M
|
251K
$4.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 7.19% |
$179K - $188K
|
154K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.65K- 10.75% |
$28.7K - $30.1K
|
13.7K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-511- 0.91% |
$8.87K - $9.31K
|
55.6K
$991K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.55K+ 0.56% |
$26.9K - $28.3K
|
281K
$5.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.24K+ 2.12% |
$38.8K - $40.8K
|
108K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100KNew |
$1.74M - $1.83M
|
100K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.72K- 27.58% |
$99.3K - $104K
|
15K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 3.27% |
$27.7K - $29.1K
|
47.3K
$843K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$330 - $346
|
15.8K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.6K+ 18.93% |
$271K - $285K
|
98.1K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
37.8K+ 5.25% |
$656K - $689K
|
758K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
917+ 4.08% |
$15.9K - $16.7K
|
23.4K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.16K- 5.95% |
$54.8K - $57.5K
|
49.9K
$888K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35K+ 2.52% |
$607K - $638K
|
1.43M
$25.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.16% |
$868 - $911
|
30.5K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.53K- 6.04% |
$26.5K - $27.9K
|
23.8K
$424K
|