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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.62M+ 3.44% |
$28.2M - $29.6M
|
48.8M
$868M
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 9.18% |
$18.6M - $19.5M
|
12.7M
$227M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.04M+ 9.55% |
$18M - $18.9M
|
11.9M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
879K+ 180.03% |
$15.3M - $16M
|
1.37M
$24.4M
|
|
|
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
$8.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
461K+ 1087.6% |
$7.99M - $8.39M
|
503K
$8.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
380K+ 51.26% |
$6.59M - $6.93M
|
1.12M
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
351K+ 3009.03% |
$6.08M - $6.39M
|
362K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
341K+ 19.9% |
$5.92M - $6.22M
|
2.06M
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
316KNew |
$5.48M - $5.75M
|
316K
$5.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
313K+ 3428.12% |
$5.44M - $5.71M
|
323K
$5.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
274K+ 20.24% |
$4.75M - $4.98M
|
1.63M
$28.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
225K+ 29.37% |
$3.9M - $4.09M
|
990K
$17.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
221K+ 15.75% |
$3.83M - $4.02M
|
1.62M
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200KNew |
$3.46M - $3.64M
|
200K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
188K+ 409.83% |
$3.26M - $3.42M
|
233K
$4.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 11.67% |
$2.64M - $2.78M
|
1.46M
$26M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
142KNew |
$2.46M - $2.58M
|
142K
$2.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 8.28% |
$2.38M - $2.5M
|
1.79M
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 5.02% |
$2.28M - $2.4M
|
2.75M
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
120KNew |
$2.08M - $2.19M
|
120K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
116K+ 47.04% |
$2.01M - $2.11M
|
361K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
104K+ 175.43% |
$1.8M - $1.89M
|
163K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100KNew |
$1.74M - $1.83M
|
100K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 0.61% |
$1.74M - $1.82M
|
16.5M
$294M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
90.8K+ 15.49% |
$1.58M - $1.65M
|
677K
$12.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90.7K+ 25.73% |
$1.57M - $1.65M
|
443K
$7.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
75.9K+ 20.31% |
$1.32M - $1.38M
|
450K
$8.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
69.7KNew |
$1.21M - $1.27M
|
69.7K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
65.9K+ 35.62% |
$1.14M - $1.2M
|
251K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65.8K+ 16.04% |
$1.14M - $1.2M
|
476K
$8.48M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.8K+ 263.74% |
$1.11M - $1.16M
|
88K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59.9K+ 4.07% |
$1.04M - $1.09M
|
1.53M
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
57.6K+ 54.63% |
$999K - $1.05M
|
163K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.5K+ 45.8% |
$877K - $921K
|
161K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50K+ 12.93% |
$867K - $911K
|
437K
$7.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.7K+ 72.02% |
$845K - $888K
|
116K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48.6K+ 155.69% |
$843K - $885K
|
79.8K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.8K+ 8.63% |
$830K - $872K
|
602K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
42.9K+ 11.89% |
$744K - $782K
|
404K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.7K+ 198.1% |
$741K - $778K
|
64.3K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41.9KNew |
$727K - $763K
|
41.9K
$746K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
41.1KNew |
$714K - $749K
|
41.1K
$733K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.3K+ 141.85% |
$682K - $716K
|
67K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.2K+ 1.75% |
$681K - $715K
|
2.28M
$40.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39K+ 8.27% |
$676K - $710K
|
510K
$9.09M
|