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 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
93+ 0.57% |
$1.61K - $1.69K
|
16.5K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
86+ 3.31% |
$1.49K - $1.57K
|
2.69K
$47.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
83+ 0.18% |
$1.44K - $1.51K
|
45.5K
$810K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 0.21% |
$1.41K - $1.48K
|
39K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
69+ 0.31% |
$1.2K - $1.26K
|
22K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
64+ 0.63% |
$1.11K - $1.17K
|
10.3K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 0.26% |
$1.08K - $1.13K
|
24.3K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$885 - $929
|
25.3K
$450K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
43+ 1.45% |
$746 - $783
|
3K
$53.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.2% |
$521 - $547
|
14.7K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 2.0% |
$434 - $456
|
1.27K
$22.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$330 - $346
|
15.8K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.64% |
$295 - $310
|
2.69K
$47.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
14+ 0.12% |
$243 - $255
|
11.7K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$156 - $164
|
57.7K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$52.1 - $54.7
|
3
$53.4
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$34.7 - $36.4
|
15.3K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
331K+ 150.3% |
$5.62M - $5.78M
|
552K
$9.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
151KNew |
$2.56M - $2.64M
|
151K
$2.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.7KNew |
$860K - $884K
|
50.7K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
36K+ 35.75% |
$611K - $628K
|
137K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
29.9KNew |
$507K - $522K
|
29.9K
$533K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
24.7KNew |
$419K - $431K
|
24.7K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$234K - $241K
|
13.8K
$246K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
13.3KNew |
$226K - $232K
|
13.3K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12KNew |
$204K - $210K
|
12K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$178K - $183K
|
10.5K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.74K+ 52.85% |
$148K - $152K
|
25.3K
$450K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.63KNew |
$44.7K - $45.9K
|
2.63K
$46.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.51K+ 2.79% |
$25.7K - $26.4K
|
55.7K
$992K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.5KNew |
$25.4K - $26.2K
|
1.5K
$26.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.48KNew |
$25K - $25.7K
|
1.48K
$26.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 0.09% |
$17.4K - $17.9K
|
1.14M
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1K+ 9.17% |
$17K - $17.4K
|
11.9K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
860New |
$14.6K - $15K
|
860
$15.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
823New |
$14K - $14.4K
|
823
$14.7K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
475New |
$8.06K - $8.28K
|
475
$8.46K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
380New |
$6.44K - $6.63K
|
380
$6.77K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$6.26K - $6.44K
|
369
$6.57K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
237+ 1.45% |
$4.02K - $4.13K
|
16.5K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$3.39K - $3.49K
|
200
$3.56K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
151New |
$2.56K - $2.63K
|
151
$2.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
107New |
$1.81K - $1.87K
|
107
$1.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
62+ 0.36% |
$1.05K - $1.08K
|
17.2K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$407 - $419
|
24
$427
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 2.93% |
$220 - $227
|
456
$8.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.02% |
$67.8 - $69.8
|
26.3K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
242K+ 188.23% |
$4.06M - $4.23M
|
371K
$6.61M
|
|