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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
151KNew |
$2.56M - $2.64M
|
151K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2.77K- 6.01% |
$47K - $48.3K
|
43.3K
$771K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.48KNew |
$25K - $25.7K
|
1.48K
$26.3K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
85KNew |
$1.42M - $1.48M
|
85K
$1.51M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-420- 23.86% |
$7.03K - $7.32K
|
1.34K
$23.9K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
69.4KNew |
$1.16M - $1.21M
|
69.4K
$1.24M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
149K+ 673.42% |
$2.5M - $2.6M
|
171K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
182+ 0.49% |
$3.05K - $3.17K
|
37.4K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
352New |
$5.89K - $6.14K
|
352
$6.27K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.6KNew |
$244K - $254K
|
14.6K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126New |
$2.11K - $2.2K
|
126
$2.24K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$1.67K - $1.74K
|
100
$1.78K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
220K+ 733.33% |
$3.68M - $3.83M
|
250K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.43K- 99.54% |
$141K - $147K
|
39
$695
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.7KNew |
$179K - $187K
|
10.7K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.5K+ 17.2% |
$1.53M - $1.6M
|
624K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
242K+ 188.23% |
$4.06M - $4.23M
|
371K
$6.61M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
850New |
$14.2K - $14.8K
|
850
$15.1K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
32.8KNew |
$548K - $571K
|
32.8K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
127New |
$2.13K - $2.21K
|
127
$2.26K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
53KNew |
$886K - $923K
|
53K
$943K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.2KNew |
$874K - $910K
|
52.2K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27+ 1.96% |
$452 - $471
|
1.4K
$25K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$19.5K - $20.3K
|
1.17K
$20.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264New |
$4.42K - $4.6K
|
264
$4.7K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25K- 57.87% |
$418K - $436K
|
18.2K
$324K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
229KNew |
$3.84M - $4M
|
229K
$4.09M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.62K- 25.67% |
$77.3K - $80.5K
|
13.4K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$28.3K - $29.4K
|
1.69K
$30.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.63% |
$1.24K - $1.29K
|
11.8K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.57K+ 1.88% |
$59.8K - $62.2K
|
194K
$3.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.85KNew |
$148K - $154K
|
8.85K
$158K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
220New |
$3.68K - $3.83K
|
220
$3.92K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
931New |
$15.6K - $16.2K
|
931
$16.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.05KNew |
$34.3K - $35.7K
|
2.05K
$36.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-850- 3.63% |
$14.2K - $14.8K
|
22.6K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-20.6K- 4.04% |
$345K - $360K
|
490K
$8.73M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 20.62% |
$57.5K - $59.9K
|
13.2K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-475- 17.97% |
$7.95K - $8.28K
|
2.17K
$38.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.9K- 27.68% |
$116K - $120K
|
18K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.55KNew |
$42.6K - $44.4K
|
2.55K
$45.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$17.9K - $18.7K
|
1.07K
$19.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
3.08K+ 1.22% |
$51.6K - $53.7K
|
255K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-42- 0.37% |
$703 - $732
|
11.4K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.4KNew |
$291K - $303K
|
17.4K
$310K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.12K- 9.97% |
$18.7K - $19.5K
|
10.1K
$179K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
296+ 111.28% |
$4.96K - $5.16K
|
562
$10K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.85KNew |
$106K - $116K
|
6.85K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 15.66% |
$735K - $804K
|
256K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11.4KNew |
$176K - $193K
|
11.4K
$203K
|
|