Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.79M- 96.95% |
$80.1M - $83.4M
|
151K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.08M- 27.87% |
$34.8M - $36.2M
|
5.38M
$92.8M
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-1.79M- 90.74% |
$30M - $31.2M
|
183K
$3.15M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7M- 94.54% |
$28.5M - $29.6M
|
98.2K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5M- 7.92% |
$25.1M - $26.1M
|
17.4M
$300M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-780K- 77.95% |
$13.1M - $13.6M
|
221K
$3.81M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-596K- 24.79% |
$9.97M - $10.4M
|
1.81M
$31.2M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-580K- 27.12% |
$9.71M - $10.1M
|
1.56M
$26.9M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-328KClosed |
$5.49M - $5.71M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-290K- 68.33% |
$4.86M - $5.06M
|
135K
$2.32M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210K- 26.59% |
$3.52M - $3.66M
|
580K
$10M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-204K- 28.91% |
$3.41M - $3.56M
|
502K
$8.65M
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-166K- 91.1% |
$2.78M - $2.89M
|
16.2K
$280K
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-135K- 56.71% |
$2.26M - $2.36M
|
103K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-117K- 52.44% |
$1.95M - $2.03M
|
106K
$1.82M
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-89.3K- 66.08% |
$1.5M - $1.56M
|
45.8K
$791K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-87K- 28.08% |
$1.46M - $1.52M
|
223K
$3.84M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-78.8K- 86.07% |
$1.32M - $1.37M
|
12.8K
$220K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72.9K- 10.17% |
$1.22M - $1.27M
|
644K
$11.1M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-69.4K- 29.68% |
$1.16M - $1.21M
|
165K
$2.84M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64.9K- 8.18% |
$1.09M - $1.13M
|
729K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59.9K- 79.07% |
$1M - $1.04M
|
15.9K
$273K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-54.4K- 10.64% |
$911K - $948K
|
457K
$7.88M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52.5K- 81.61% |
$878K - $914K
|
11.8K
$204K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-52.3K- 3.64% |
$875K - $911K
|
1.38M
$23.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.9K- 2.91% |
$836K - $870K
|
1.66M
$28.7M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-45.3K- 17.33% |
$759K - $790K
|
216K
$3.73M
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-42.6K- 4.6% |
$712K - $742K
|
882K
$15.2M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41.9K- 36.44% |
$702K - $731K
|
73.1K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41.5K- 22.88% |
$695K - $724K
|
140K
$2.42M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-39.4K- 8.53% |
$659K - $686K
|
422K
$7.28M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.9K- 74.83% |
$651K - $678K
|
13.1K
$226K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-37.8K- 8.45% |
$633K - $659K
|
410K
$7.07M
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-33.8K- 1.03% |
$566K - $590K
|
3.26M
$56.3M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-33.1K- 42.31% |
$555K - $578K
|
45.2K
$779K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-32.8K- 9.16% |
$549K - $572K
|
325K
$5.61M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-26.5K- 30.81% |
$444K - $462K
|
59.6K
$1.03M
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-25.7K- 59.57% |
$430K - $447K
|
17.4K
$301K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-25K- 42.97% |
$419K - $436K
|
33.2K
$572K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25K- 57.87% |
$418K - $436K
|
18.2K
$314K
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.9K- 32.25% |
$383K - $399K
|
48.1K
$830K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.8K- 6.85% |
$365K - $380K
|
297K
$5.12M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-20.6K- 24.94% |
$346K - $360K
|
62.1K
$1.07M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-20.6K- 4.04% |
$345K - $360K
|
490K
$8.45M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 14.79% |
$344K - $359K
|
119K
$2.04M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-18.7K- 18.41% |
$313K - $326K
|
83K
$1.43M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-18.4K- 5.05% |
$308K - $321K
|
346K
$5.96M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17.5K- 10.32% |
$294K - $306K
|
152K
$2.63M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-17K- 22.94% |
$284K - $296K
|
57K
$984K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-15.7K- 10.62% |
$263K - $273K
|
132K
$2.28M
|