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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.46M- 94.42% |
$25.7M - $26.5M
|
86.2K
$1.53M
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-278K- 92.28% |
$4.9M - $5.05M
|
23.3K
$413K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-236K- 7.99% |
$4.16M - $4.29M
|
2.71M
$48.2M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31K- 3.52% |
$548K - $564K
|
851K
$15.1M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 17.13% |
$215K - $221K
|
58.9K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-9.1K- 5.7% |
$161K - $165K
|
150K
$2.67M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.6K- 41.58% |
$152K - $156K
|
12.1K
$215K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.56K- 4.39% |
$151K - $156K
|
186K
$3.31M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.73K- 11.53% |
$119K - $122K
|
51.6K
$917K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.31K- 25.81% |
$111K - $115K
|
18.1K
$322K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.62K- 11.01% |
$99.2K - $102K
|
45.4K
$807K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.81K- 22.2% |
$84.9K - $87.5K
|
16.9K
$300K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 50.92% |
$62.2K - $64K
|
3.4K
$60.3K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.18K- 30.34% |
$56.1K - $57.8K
|
7.3K
$130K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.8K- 4.76% |
$49.4K - $50.9K
|
56K
$994K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 0.16% |
$46.2K - $47.6K
|
1.63M
$28.9M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.14K- 7.14% |
$37.7K - $38.8K
|
27.8K
$493K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.76K- 11.12% |
$31.1K - $32.1K
|
14.1K
$250K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-948- 7.26% |
$16.7K - $17.2K
|
12.1K
$215K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 12.67% |
$14.6K - $15.1K
|
5.72K
$102K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-341- 2.25% |
$6.02K - $6.2K
|
14.8K
$263K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-272- 2.02% |
$4.8K - $4.94K
|
13.2K
$234K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-120- 0.39% |
$2.12K - $2.18K
|
30.4K
$539K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17M- 38.41% |
$37.6M - $39.5M
|
3.47M
$61.7M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.02M- 9.55% |
$17.8M - $18.7M
|
9.7M
$172M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-446K- 45.93% |
$7.75M - $8.14M
|
526K
$9.34M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-329K- 9.96% |
$5.71M - $6M
|
2.98M
$52.9M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-312K- 89.69% |
$5.41M - $5.68M
|
35.8K
$637K
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-290K- 96.24% |
$5.03M - $5.28M
|
11.3K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-265K- 67.84% |
$4.59M - $4.82M
|
125K
$2.23M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-138K- 9.42% |
$2.39M - $2.51M
|
1.33M
$23.5M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119K- 22.07% |
$2.06M - $2.16M
|
419K
$7.44M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-79.8K- 18.19% |
$1.39M - $1.45M
|
359K
$6.38M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74.7K- 18.73% |
$1.3M - $1.36M
|
324K
$5.75M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-73.7K- 21.87% |
$1.28M - $1.34M
|
263K
$4.67M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69.5K- 15.33% |
$1.21M - $1.27M
|
384K
$6.82M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53K- 20.63% |
$920K - $966K
|
204K
$3.62M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-40K- 31.55% |
$693K - $728K
|
86.7K
$1.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.4K- 0.67% |
$649K - $681K
|
5.52M
$97.9M
|
|
Nov 13, 2024
Q3 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-37.2K- 16.29% |
$646K - $678K
|
191K
$3.4M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.8K- 48.26% |
$499K - $524K
|
30.8K
$548K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28.1K- 14.51% |
$488K - $513K
|
166K
$2.94M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-26.3K- 15.1% |
$456K - $479K
|
148K
$2.63M
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-25.5K- 57.46% |
$443K - $465K
|
18.9K
$335K
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22.2K- 1.65% |
$386K - $405K
|
1.33M
$23.6M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-21.7K- 14.34% |
$376K - $395K
|
129K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 9.64% |
$334K - $351K
|
181K
$3.21M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.9K- 6.79% |
$328K - $344K
|
260K
$4.61M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 26.47% |
$314K - $329K
|
50.2K
$891K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 1.87% |
$311K - $326K
|
941K
$16.7M
|