Latest Institutional Purchases of First Tr Pfd Secs & Income ETF (FPE)
This list provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
995K+ 677.2% |
$16.7M - $17.3M
|
1.14M
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
828K+ 8.46% |
$13.9M - $14.4M
|
10.6M
$183M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
702K+ 6.63% |
$11.8M - $12.2M
|
11.3M
$195M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
670KNew |
$11.2M - $11.7M
|
670K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
615K+ 69.8% |
$10.3M - $10.7M
|
1.5M
$25.8M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
519KNew |
$8.69M - $9.04M
|
519K
$8.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
425KNew |
$7.11M - $7.41M
|
425K
$7.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
393K+ 7.85% |
$6.57M - $6.84M
|
5.39M
$93.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
340K+ 3.36% |
$5.7M - $5.93M
|
10.5M
$181M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333K+ 0.71% |
$5.58M - $5.81M
|
47.5M
$819M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
323K+ 22.03% |
$5.41M - $5.64M
|
1.79M
$30.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
293K+ 43.35% |
$4.91M - $5.11M
|
969K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
292KNew |
$4.89M - $5.09M
|
292K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
262K+ 17.89% |
$4.39M - $4.57M
|
1.73M
$29.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
242K+ 188.23% |
$4.06M - $4.23M
|
371K
$6.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
235K+ 32.84% |
$3.93M - $4.09M
|
950K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
232K+ 7.49% |
$3.89M - $4.05M
|
3.33M
$57.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
229KNew |
$3.84M - $4M
|
229K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
220K+ 733.33% |
$3.68M - $3.83M
|
250K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
204K+ 17.59% |
$3.42M - $3.56M
|
1.37M
$23.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
165K+ 455.28% |
$2.75M - $2.87M
|
201K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
162K+ 131.09% |
$2.72M - $2.83M
|
286K
$4.94M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
149K+ 673.42% |
$2.5M - $2.6M
|
171K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
136K+ 24.21% |
$2.27M - $2.37M
|
697K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
131KNew |
$2.19M - $2.28M
|
131K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
108K+ 27.53% |
$1.81M - $1.88M
|
501K
$8.64M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 5.73% |
$1.77M - $1.84M
|
1.95M
$33.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
100K+ 4.94% |
$1.68M - $1.75M
|
2.13M
$36.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.5K+ 17.2% |
$1.53M - $1.6M
|
624K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
86.2K+ 33.25% |
$1.44M - $1.5M
|
345K
$5.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
84.4K+ 12.06% |
$1.41M - $1.47M
|
784K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.7K+ 6.12% |
$1.25M - $1.3M
|
1.3M
$22.4M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
74K+ 39.3% |
$1.24M - $1.29M
|
262K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
72.8KNew |
$1.22M - $1.27M
|
72.8K
$1.26M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
71.8K+ 219.48% |
$1.2M - $1.25M
|
104K
$1.8M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
69.4KNew |
$1.16M - $1.21M
|
69.4K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66.4K+ 4.32% |
$1.11M - $1.16M
|
1.6M
$27.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57.1K+ 9.4% |
$956K - $996K
|
665K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
55.6KNew |
$930K - $969K
|
55.6K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55.1K+ 3.99% |
$922K - $960K
|
1.44M
$24.8M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
53.5K+ 46.51% |
$895K - $932K
|
168K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53.3K+ 112.19% |
$892K - $929K
|
101K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
53KNew |
$886K - $923K
|
53K
$913K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.2KNew |
$874K - $910K
|
52.2K
$900K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.1K+ 25.95% |
$855K - $891K
|
248K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.4KNew |
$845K - $879K
|
50.4K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.1K+ 146.11% |
$788K - $821K
|
79.3K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46K+ 20.57% |
$771K - $803K
|
270K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45.2K+ 14.07% |
$756K - $787K
|
366K
$6.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.1K+ 8.49% |
$687K - $716K
|
525K
$9.05M
|
|