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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.01K- 2.76% |
$17.6K - $18.4K
|
35.6K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-996- 3.15% |
$17.3K - $18.1K
|
30.6K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-953- 1.05% |
$16.5K - $17.4K
|
89.8K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-889- 60.56% |
$15.4K - $16.2K
|
579
$10.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-836- 1.07% |
$14.5K - $15.2K
|
77.3K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-770- 4.97% |
$13.4K - $14K
|
14.7K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-705- 2.13% |
$12.2K - $12.8K
|
32.4K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-700- 50.0% |
$12.1K - $12.8K
|
700
$12.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-623- 0.3% |
$10.8K - $11.4K
|
205K
$3.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-592- 5.11% |
$10.3K - $10.8K
|
11K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-592- 3.66% |
$10.3K - $10.8K
|
15.6K
$277K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-524- 2.92% |
$9.09K - $9.55K
|
17.4K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-511- 0.91% |
$8.87K - $9.31K
|
55.6K
$991K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 3.06% |
$8.68K - $9.11K
|
15.8K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-440- 2.16% |
$7.63K - $8.02K
|
19.9K
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-432- 0.36% |
$7.5K - $7.87K
|
118K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-431- 0.63% |
$7.48K - $7.85K
|
67.5K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-350- 0.98% |
$6.07K - $6.38K
|
35.3K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-337- 6.98% |
$5.85K - $6.14K
|
4.49K
$79.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-293- 0.07% |
$5.08K - $5.34K
|
438K
$7.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-245- 3.42% |
$4.25K - $4.46K
|
6.92K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-242- 1.77% |
$4.2K - $4.41K
|
13.4K
$239K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-207- 26.99% |
$3.59K - $3.77K
|
560
$9.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-150- 4.35% |
$2.6K - $2.73K
|
3.3K
$58.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-140- 0.24% |
$2.43K - $2.55K
|
58.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-136- 0.54% |
$2.36K - $2.48K
|
25K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.5% |
$1.74K - $1.82K
|
19.9K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-79- 0.33% |
$1.37K - $1.44K
|
23.5K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.16% |
$868 - $911
|
30.5K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.18% |
$850 - $893
|
27.3K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 0.13% |
$694 - $729
|
29.9K
$533K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 0.42% |
$69.4 - $72.9
|
938
$16.7K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67K- 15.77% |
$1.14M - $1.17M
|
358K
$6.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-39.7K- 36.82% |
$674K - $693K
|
68.2K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-37.6K- 67.64% |
$638K - $656K
|
18K
$320K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-28.9K- 37.28% |
$490K - $504K
|
48.7K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.1K- 49.32% |
$188K - $193K
|
11.4K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-10K- 50.0% |
$170K - $174K
|
10K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9.18K- 23.43% |
$156K - $160K
|
30K
$534K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.98K- 45.71% |
$152K - $157K
|
10.7K
$190K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.94K- 6.33% |
$135K - $138K
|
118K
$2.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-6K- 33.33% |
$102K - $105K
|
12K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.64K- 30.01% |
$95.7K - $98.4K
|
13.2K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.66K- 2.46% |
$62K - $63.7K
|
145K
$2.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2.77K- 6.01% |
$47K - $48.3K
|
43.3K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.6K- 10.89% |
$44.1K - $45.3K
|
21.3K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-1.86K- 3.29% |
$31.5K - $32.4K
|
54.7K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.58K- 44.13% |
$26.8K - $27.6K
|
2K
$35.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.43K- 7.25% |
$24.2K - $24.9K
|
18.2K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-586- 4.39% |
$9.94K - $10.2K
|
12.7K
$227K
|
|