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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-540- 3.66% |
$9.16K - $9.42K
|
14.2K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-300- 2.14% |
$5.09K - $5.23K
|
13.7K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 0.79% |
$1.7K - $1.74K
|
12.5K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-60- 10.17% |
$1.02K - $1.05K
|
530
$9.44K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25K- 57.87% |
$418K - $436K
|
18.2K
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-20.6K- 4.04% |
$345K - $360K
|
490K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.43K- 99.54% |
$141K - $147K
|
39
$695
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.9K- 27.68% |
$116K - $120K
|
18K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.62K- 25.67% |
$77.3K - $80.5K
|
13.4K
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 20.62% |
$57.5K - $59.9K
|
13.2K
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.12K- 9.97% |
$18.7K - $19.5K
|
10.1K
$179K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-850- 3.63% |
$14.2K - $14.8K
|
22.6K
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-475- 17.97% |
$7.95K - $8.28K
|
2.17K
$38.6K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-420- 23.86% |
$7.03K - $7.32K
|
1.34K
$23.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-42- 0.37% |
$703 - $732
|
11.4K
$203K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-861K- 56.53% |
$13.3M - $14.6M
|
662K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-94K- 84.96% |
$1.45M - $1.59M
|
16.6K
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-79.3K- 85.56% |
$1.23M - $1.34M
|
13.4K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 15.66% |
$735K - $804K
|
256K
$4.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-20.9K- 3.01% |
$323K - $354K
|
674K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.8K- 30.59% |
$183K - $200K
|
26.9K
$479K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-8.17K- 18.3% |
$126K - $138K
|
36.5K
$650K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 28.55% |
$63.6K - $69.6K
|
10.3K
$183K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.86K- 23.65% |
$59.6K - $65.3K
|
12.5K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.61K- 25.72% |
$55.8K - $61.1K
|
10.4K
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.08K- 17.21% |
$47.6K - $52.1K
|
14.8K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.66K- 25.94% |
$41.2K - $45.1K
|
7.6K
$135K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.08K- 8.34% |
$32.2K - $35.2K
|
22.9K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-397- 11.21% |
$6.14K - $6.72K
|
3.14K
$56K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-186K- 82.13% |
$2.96M - $3.03M
|
40.5K
$722K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-111K- 80.44% |
$1.77M - $1.81M
|
27.1K
$482K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-21.8K- 54.63% |
$347K - $355K
|
18.1K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-17.1K- 28.23% |
$271K - $278K
|
43.4K
$773K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.67K- 18.55% |
$90K - $92.3K
|
24.9K
$443K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.47K- 69.18% |
$55.1K - $56.5K
|
1.55K
$27.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.77K- 4.28% |
$44K - $45.1K
|
61.9K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.7K- 17.78% |
$42.9K - $44K
|
12.5K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.52K- 11.97% |
$40K - $41K
|
18.5K
$330K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.72% |
$30.1K - $30.9K
|
67.7K
$1.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-650- 5.62% |
$10.3K - $10.6K
|
10.9K
$195K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 1.99% |
$7.94K - $8.14K
|
24.7K
$440K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-456- 3.97% |
$7.24K - $7.42K
|
11K
$196K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-205Closed |
$3.26K - $3.34K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-197K- 82.98% |
$3.06M - $3.17M
|
40.3K
$718K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-67.9K- 70.0% |
$1.06M - $1.1M
|
29.1K
$518K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.89K- 69.96% |
$107K - $111K
|
2.96K
$52.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-6.52K- 38.57% |
$101K - $105K
|
10.4K
$185K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$31.1K - $32.3K
|
10K
$178K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-1.78K- 8.57% |
$27.6K - $28.7K
|
19K
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 12.78% |
$26.1K - $27.1K
|
11.5K
$204K
|
|