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
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
196+ 0.06% |
$3.32K - $3.42K
|
333K
$5.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.1K- 36.79% |
$238K - $245K
|
24.2K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.82K- 5.48% |
$30.8K - $31.7K
|
31.4K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.74K- 8.27% |
$46.5K - $47.8K
|
30.4K
$548K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$3.39K - $3.49K
|
200
$3.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.8KNew |
$589K - $606K
|
34.8K
$626K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.55K+ 5.94% |
$77.2K - $79.4K
|
81.2K
$1.46M
|
|
|
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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67.5K+ 20.37% |
$1.14M - $1.18M
|
399K
$7.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.6KNew |
$366K - $376K
|
21.6K
$388K
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11K- 7.84% |
$186K - $191K
|
129K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$178K - $183K
|
10.5K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.76K- 9.64% |
$165K - $170K
|
91.4K
$1.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.82K- 9.43% |
$64.8K - $66.6K
|
36.7K
$660K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
362K+ 3.45% |
$6.14M - $6.31M
|
10.8M
$195M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.51K+ 2.79% |
$25.7K - $26.4K
|
55.7K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.53K- 5.71% |
$128K - $131K
|
124K
$2.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-54- 0.04% |
$916 - $942
|
133K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
191K+ 172.23% |
$3.23M - $3.32M
|
301K
$5.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
27.7K+ 28.02% |
$470K - $484K
|
127K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 0.44% |
$2.51K - $2.58K
|
33.4K
$602K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
62+ 0.36% |
$1.05K - $1.08K
|
17.2K
$309K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67K- 15.77% |
$1.14M - $1.17M
|
358K
$6.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-258K- 51.61% |
$4.38M - $4.51M
|
242K
$4.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.21% |
$509 - $523
|
14.6K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 4.67% |
$18.2K - $18.8K
|
22K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.23K+ 4.55% |
$20.9K - $21.5K
|
28.3K
$510K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
237+ 1.45% |
$4.02K - $4.13K
|
16.5K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.44K+ 117.06% |
$24.4K - $25.1K
|
2.67K
$48.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-6K- 33.33% |
$102K - $105K
|
12K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25.6K+ 4.89% |
$434K - $446K
|
549K
$9.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-9.39K- 7.56% |
$159K - $164K
|
115K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.27K- 10.53% |
$106K - $109K
|
53.3K
$960K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.1K- 49.32% |
$188K - $193K
|
11.4K
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5K+ 4.76% |
$179K - $184K
|
232K
$4.18M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.6K- 10.89% |
$44.1K - $45.3K
|
21.3K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.66K- 2.46% |
$62K - $63.7K
|
145K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$6.26K - $6.44K
|
369
$6.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.06K- 2.17% |
$51.9K - $53.3K
|
138K
$2.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.81K+ 0.84% |
$30.7K - $31.6K
|
217K
$3.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-8.36K- 18.99% |
$142K - $146K
|
35.7K
$642K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.44K- 8.21% |
$58.4K - $60K
|
38.5K
$693K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.1K+ 4.0% |
$137K - $141K
|
211K
$3.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-28.9K- 37.28% |
$490K - $504K
|
48.7K
$876K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.7KNew |
$860K - $884K
|
50.7K
$913K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.43K- 7.25% |
$24.2K - $24.9K
|
18.2K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.18K- 7.25% |
$20K - $20.6K
|
15.1K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.32K- 4.82% |
$39.3K - $40.5K
|
45.8K
$825K
|