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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
12.9KNew |
$198K - $235K
|
12.9K
$229K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
10.5KNew |
$162K - $192K
|
10.5K
$187K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.53K+ 43.52% |
$69.5K - $82.6K
|
14.9K
$265K
|
|
|
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
|
- |
2.65KNew |
$40.7K - $48.3K
|
2.65K
$47K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.44KNew |
$37.4K - $44.5K
|
2.44K
$43.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
693+ 66.76% |
$10.6K - $12.6K
|
1.73K
$30.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
599New |
$9.19K - $10.9K
|
599
$10.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
511New |
$7.84K - $9.32K
|
511
$9.07K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
487New |
$7.47K - $8.88K
|
487
$8.64K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300New |
$4.6K - $5.47K
|
300
$5.33K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
261New |
$4K - $4.76K
|
261
$4.63K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$3.84K - $4.56K
|
250
$4.44K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
200New |
$3.07K - $3.65K
|
200
$3.55K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
66New |
$1.01K - $1.2K
|
66
$1.17K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
26+ 0.22% |
$399 - $474
|
12K
$213K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
180KNew |
$2.93M - $3.08M
|
180K
$3.19M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
103KNew |
$1.67M - $1.76M
|
103K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
78.1KNew |
$1.27M - $1.34M
|
78.1K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
68.3K+ 3716.66% |
$1.11M - $1.17M
|
70.1K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
62.4KNew |
$1.02M - $1.07M
|
62.4K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
59.5K+ 40.86% |
$969K - $1.02M
|
205K
$3.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
41.5K+ 158.78% |
$676K - $712K
|
67.7K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
19.6KNew |
$319K - $336K
|
19.6K
$347K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
15KNew |
$244K - $257K
|
15K
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.6KNew |
$238K - $250K
|
14.6K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13.1KNew |
$214K - $225K
|
13.1K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
12KNew |
$195K - $206K
|
12K
$213K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$190K - $200K
|
11.7K
$207K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.34KNew |
$120K - $126K
|
7.34K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5K+ 7.94% |
$81.5K - $85.8K
|
68K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.17K+ 10.98% |
$51.6K - $54.4K
|
32K
$569K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.5KNew |
$40.7K - $42.9K
|
2.5K
$44.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.23K+ 10.4% |
$36.4K - $38.3K
|
23.7K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.1KNew |
$34.2K - $36K
|
2.1K
$37.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$32.6K - $34.3K
|
2K
$35.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.5KNew |
$24.4K - $25.7K
|
1.5K
$26.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.49KNew |
$24.3K - $25.6K
|
1.49K
$26.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
970New |
$15.8K - $16.6K
|
970
$17.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
969New |
$15.8K - $16.6K
|
969
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
697New |
$11.4K - $12K
|
697
$12.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
580+ 1.71% |
$9.45K - $9.95K
|
34.5K
$613K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
534New |
$8.7K - $9.16K
|
534
$9.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
299New |
$4.87K - $5.13K
|
299
$5.31K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142New |
$2.31K - $2.44K
|
142
$2.52K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
61New |
$994 - $1.05K
|
61
$1.08K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40+ 0.3% |
$652 - $686
|
13.2K
$234K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
37.4KNew |
$623K - $685K
|
37.4K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.7K+ 11.25% |
$211K - $232K
|
125K
$2.22M
|
|