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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
658KNew |
$11.6M - $12M
|
658K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
401KNew |
$7.08M - $7.29M
|
401K
$7.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
91.1K+ 56.54% |
$1.61M - $1.66M
|
252K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82.4K+ 18.58% |
$1.45M - $1.5M
|
526K
$9.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
78.8K+ 10.4% |
$1.39M - $1.43M
|
837K
$14.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
58.2K+ 609.23% |
$1.03M - $1.06M
|
67.8K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57.2K+ 4.01% |
$1.01M - $1.04M
|
1.48M
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
51.7KNew |
$913K - $941K
|
51.7K
$919K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.8K+ 8.18% |
$808K - $832K
|
606K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
41.9KNew |
$740K - $762K
|
41.9K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1KNew |
$477K - $492K
|
27.1K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$472K - $486K
|
26.7K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.6K+ 11.37% |
$239K - $246K
|
133K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1KNew |
$232K - $239K
|
13.1K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
12.4K+ 3.98% |
$219K - $226K
|
324K
$5.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.3KNew |
$218K - $224K
|
12.3K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
12.2K+ 34.17% |
$215K - $221K
|
47.8K
$850K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
12K+ 10.15% |
$212K - $218K
|
130K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.1KNew |
$196K - $201K
|
11.1K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.3KNew |
$181K - $186K
|
10.3K
$182K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.74K+ 52.23% |
$154K - $159K
|
25.5K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.91K+ 66.43% |
$140K - $144K
|
19.8K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.55K+ 33.94% |
$116K - $119K
|
25.9K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.24K+ 3.32% |
$92.5K - $95.2K
|
163K
$2.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.72K+ 2.68% |
$83.3K - $85.8K
|
181K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.66K+ 0.85% |
$64.6K - $66.5K
|
434K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.13K+ 435.33% |
$55.2K - $56.9K
|
3.85K
$68.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5K+ 1655.63% |
$44.1K - $45.5K
|
2.65K
$47.1K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 4.21% |
$36.2K - $37.3K
|
50.7K
$901K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.47K+ 5.55% |
$25.9K - $26.7K
|
27.9K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.42K+ 6.32% |
$25.1K - $25.8K
|
23.9K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.01K+ 8.45% |
$17.8K - $18.3K
|
12.9K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
826+ 96.61% |
$14.6K - $15K
|
1.68K
$29.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
567+ 0.53% |
$10K - $10.3K
|
109K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
392+ 2.25% |
$6.92K - $7.13K
|
17.8K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
285+ 1.88% |
$5.03K - $5.18K
|
15.5K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
185+ 0.49% |
$3.27K - $3.36K
|
37.8K
$672K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.62M+ 3.44% |
$28.2M - $29.6M
|
48.8M
$866M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 9.18% |
$18.6M - $19.5M
|
12.7M
$226M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 9.55% |
$18M - $18.9M
|
11.9M
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
879K+ 180.03% |
$15.3M - $16M
|
1.37M
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800K+ 619.45% |
$13.9M - $14.6M
|
929K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
709KNew |
$12.3M - $12.9M
|
709K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
590K+ 1990.32% |
$10.2M - $10.7M
|
619K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
470KNew |
$8.16M - $8.57M
|
470K
$8.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
461K+ 1087.6% |
$7.99M - $8.39M
|
503K
$8.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
380K+ 51.26% |
$6.59M - $6.93M
|
1.12M
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
351K+ 3009.03% |
$6.08M - $6.39M
|
362K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
341K+ 19.9% |
$5.92M - $6.22M
|
2.06M
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
316KNew |
$5.48M - $5.75M
|
316K
$5.61M
|
|