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 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
229KNew |
$3.84M - $4M
|
229K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
220K+ 733.33% |
$3.68M - $3.83M
|
250K
$4.45M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
149K+ 673.42% |
$2.5M - $2.6M
|
171K
$3.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
91.5K+ 17.2% |
$1.53M - $1.6M
|
624K
$11.1M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
85KNew |
$1.42M - $1.48M
|
85K
$1.51M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
69.4KNew |
$1.16M - $1.21M
|
69.4K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
53KNew |
$886K - $923K
|
53K
$943K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.2KNew |
$874K - $910K
|
52.2K
$930K
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
32.8KNew |
$548K - $571K
|
32.8K
$583K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.4KNew |
$291K - $303K
|
17.4K
$310K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.6KNew |
$244K - $254K
|
14.6K
$260K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.7KNew |
$179K - $187K
|
10.7K
$191K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.85KNew |
$148K - $154K
|
8.85K
$158K
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.57K+ 1.88% |
$59.8K - $62.2K
|
194K
$3.45M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
3.08K+ 1.22% |
$51.6K - $53.7K
|
255K
$4.54M
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.55KNew |
$42.6K - $44.4K
|
2.55K
$45.3K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.05KNew |
$34.3K - $35.7K
|
2.05K
$36.5K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$28.3K - $29.4K
|
1.69K
$30.1K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$19.5K - $20.3K
|
1.17K
$20.7K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$17.9K - $18.7K
|
1.07K
$19.1K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
931New |
$15.6K - $16.2K
|
931
$16.6K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
850New |
$14.2K - $14.8K
|
850
$15.1K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
352New |
$5.89K - $6.14K
|
352
$6.27K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
296+ 111.28% |
$4.96K - $5.16K
|
562
$10K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264New |
$4.42K - $4.6K
|
264
$4.7K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
220New |
$3.68K - $3.83K
|
220
$3.92K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
182+ 0.49% |
$3.05K - $3.17K
|
37.4K
$667K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
127New |
$2.13K - $2.21K
|
127
$2.26K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126New |
$2.11K - $2.2K
|
126
$2.24K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$1.67K - $1.74K
|
100
$1.78K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.63% |
$1.24K - $1.29K
|
11.8K
$210K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27+ 1.96% |
$452 - $471
|
1.4K
$25K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
1.2MNew |
$18.6M - $20.4M
|
1.2M
$21.5M
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
427K+ 207.58% |
$6.61M - $7.23M
|
633K
$11.3M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
70KNew |
$1.08M - $1.18M
|
70K
$1.25M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$333K - $364K
|
21.5K
$384K
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
19.2KNew |
$297K - $325K
|
19.2K
$342K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.4KNew |
$239K - $261K
|
15.4K
$275K
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.9K+ 5505.98% |
$199K - $218K
|
13.1K
$234K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11.4KNew |
$176K - $193K
|
11.4K
$203K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$171K - $187K
|
11.1K
$197K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
8.91K+ 178.2% |
$138K - $151K
|
13.9K
$248K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.85KNew |
$106K - $116K
|
6.85K
$122K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.76K+ 17.98% |
$27.3K - $29.8K
|
11.6K
$206K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.32K+ 6.49% |
$20.4K - $22.4K
|
21.7K
$386K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
972+ 4.89% |
$15K - $16.4K
|
20.9K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
421New |
$6.51K - $7.12K
|
421
$7.5K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
266New |
$4.11K - $4.5K
|
266
$4.74K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$3.79K - $4.15K
|
245
$4.36K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$2.55K - $2.79K
|
165
$2.94K
|