Latest Institutional Purchases of First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

BUY
 -
116
+ 0.69%
$1.79K - $1.96K
17K $303K
Jan 04, 2024 Q4 2023
Lowe Wealth Advisors, LLC

BUY
 -
41
New
$634 - $694
41 $730
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
32
New
$495 - $541
32 $570
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
0
New
$0 - $0
0 $0
Q3 2023
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
74.8K
+ 38.15%
$1.19M - $1.22M
271K $4.82M
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

BUY
 -
16.1K
+ 9.44%
$256K - $263K
187K $3.33M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
11.9K
New
$189K - $194K
11.9K $212K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
10.2K
New
$162K - $166K
10.2K $181K
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
5.18K
New
$82.3K - $84.3K
5.18K $92.3K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.78K
+ 9.12%
$28.2K - $28.9K
21.3K $379K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
1.2K
New
$19.1K - $19.5K
1.2K $21.4K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
950
New
$15.1K - $15.5K
950 $16.9K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
534
New
$8.48K - $8.69K
534 $9.51K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
500
+ 59.52%
$7.94K - $8.14K
1.34K $23.9K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
350
New
$5.56K - $5.7K
350 $6.23K
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
26
+ 0.23%
$413 - $423
11.4K $204K
Q2 2023
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
960K
+ 2574.9%
$14.9M - $15.5M
997K $17.8M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
78.9K
New
$1.23M - $1.27M
78.9K $1.41M
Jul 17, 2023 Q2 2023
J2 Capital Management Inc

BUY
 -
36.1K
New
$561K - $583K
36.1K $643K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
33.2K
+ 4.85%
$515K - $535K
717K $12.8M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
28K
New
$435K - $451K
28K $498K
Aug 07, 2023 Q2 2023
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
19K
+ 21.17%
$295K - $307K
109K $1.94M
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
17.5K
New
$272K - $282K
17.5K $312K
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
16.1K
New
$250K - $260K
16.1K $287K
Aug 11, 2023 Q2 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
15.3K
New
$238K - $247K
15.3K $272K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
11.6K
New
$180K - $187K
11.6K $207K
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
10.6K
New
$164K - $170K
10.6K $188K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
4.96K
+ 19.02%
$77.1K - $80.1K
31K $553K
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
717
+ 6.67%
$11.1K - $11.6K
11.5K $204K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
535
New
$8.31K - $8.63K
535 $9.53K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
100
New
$1.55K - $1.61K
100 $1.78K
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
97
+ 1.05%
$1.51K - $1.57K
9.37K $167K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
20
+ 0.19%
$311 - $323
10.8K $192K
Q1 2023
Apr 06, 2023 Q1 2023
Brendel Financial Advisors LLC

BUY
 -
170K
New
$2.62M - $3.11M
170K $3.04M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
80.9K
New
$1.24M - $1.48M
80.9K $1.44M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
26.8K
+ 19.55%
$411K - $489K
164K $2.92M
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
21K
+ 53.06%
$322K - $383K
60.6K $1.08M
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
12.9K
New
$198K - $235K
12.9K $229K
Apr 20, 2023 Q1 2023
G&S Capital LLC

BUY
 -
10.5K
New
$162K - $192K
10.5K $188K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.53K
+ 43.52%
$69.5K - $82.6K
14.9K $266K
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
3.13K
+ 0.41%
$48.1K - $57.1K
771K $13.7M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
2.65K
New
$40.7K - $48.3K
2.65K $47.2K
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
2.44K
New
$37.4K - $44.5K
2.44K $43.4K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
693
+ 66.76%
$10.6K - $12.6K
1.73K $30.8K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
599
New
$9.19K - $10.9K
599 $10.7K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
511
New
$7.84K - $9.32K
511 $9.1K
May 04, 2023 Q1 2023
Washington Trust Advisors, Inc.

BUY
 -
487
New
$7.47K - $8.88K
487 $8.67K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
300
New
$4.6K - $5.47K
300 $5.34K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
261
New
$4K - $4.76K
261 $4.65K

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