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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
37.8K+ 5.25% |
$656K - $689K
|
758K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35K+ 2.52% |
$607K - $638K
|
1.43M
$25.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 10.69% |
$604K - $634K
|
360K
$6.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.7K+ 26.79% |
$602K - $632K
|
164K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
34.7KNew |
$601K - $632K
|
34.7K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
31.5KNew |
$546K - $573K
|
31.5K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31K+ 58.18% |
$538K - $565K
|
84.3K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.9K+ 5.43% |
$501K - $526K
|
560K
$9.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
28.5K+ 11.77% |
$495K - $519K
|
271K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
27.6K+ 71.8% |
$479K - $504K
|
66.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 1.74% |
$471K - $495K
|
1.59M
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
27KNew |
$468K - $492K
|
27K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9KNew |
$466K - $489K
|
26.9K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.7K+ 8.06% |
$463K - $486K
|
358K
$6.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
24.8KNew |
$431K - $452K
|
24.8K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 21.59% |
$427K - $448K
|
139K
$2.47M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
22.5KNew |
$390K - $410K
|
22.5K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.4K+ 21.52% |
$389K - $409K
|
127K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.7KNew |
$376K - $395K
|
21.7K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 1.19% |
$375K - $394K
|
1.84M
$32.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.7KNew |
$359K - $377K
|
20.7K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.1KNew |
$348K - $366K
|
20.1K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20KNew |
$347K - $365K
|
20K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19.1KNew |
$332K - $349K
|
19.1K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19.1KNew |
$331K - $348K
|
19.1K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
18.7K+ 3.41% |
$324K - $341K
|
567K
$10.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 2.69% |
$323K - $339K
|
712K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18.5KNew |
$321K - $337K
|
18.5K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.2KNew |
$317K - $332K
|
18.2K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
17.8K+ 23.38% |
$308K - $323K
|
93.7K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17.6KNew |
$305K - $320K
|
17.6K
$313K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
16.5K+ 5.6% |
$287K - $301K
|
312K
$5.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.1K+ 23.64% |
$279K - $293K
|
84.2K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 3.72% |
$274K - $288K
|
441K
$7.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.6K+ 18.93% |
$271K - $285K
|
98.1K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
15.4KNew |
$268K - $281K
|
15.4K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.6KNew |
$253K - $265K
|
14.6K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
13.5K+ 19.64% |
$235K - $247K
|
82.5K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.9K+ 111.04% |
$223K - $234K
|
24.4K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3KNew |
$213K - $224K
|
12.3K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12K+ 0.8% |
$208K - $219K
|
1.51M
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12K+ 8.08% |
$207K - $218K
|
160K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.9K+ 4.32% |
$206K - $216K
|
286K
$5.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 14.01% |
$197K - $207K
|
92.6K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11.3K+ 7.01% |
$197K - $207K
|
173K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 3.04% |
$194K - $203K
|
378K
$6.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.6K+ 3.09% |
$184K - $193K
|
354K
$6.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.6KNew |
$184K - $193K
|
10.6K
$188K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.5KNew |
$183K - $192K
|
10.5K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10.4K+ 7.83% |
$180K - $189K
|
143K
$2.55M
|