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 14, 2023
Q2 2023
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-1.18K- 5.02% |
$18.3K - $19K
|
22.2K
$396K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-533- 4.44% |
$8.28K - $8.6K
|
11.5K
$204K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250Closed |
$3.89K - $4.04K
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-176K- 71.78% |
$2.71M - $3.21M
|
69.3K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-72K- 28.28% |
$1.1M - $1.31M
|
183K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-46.2K- 67.21% |
$708K - $842K
|
22.5K
$401K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-14K- 15.81% |
$215K - $256K
|
74.8K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.3K- 8.32% |
$188K - $224K
|
135K
$2.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.91K- 94.36% |
$60K - $71.3K
|
234
$4.17K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-2.69K- 8.9% |
$41.3K - $49.1K
|
27.6K
$491K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 11.97% |
$5.75K - $6.84K
|
2.76K
$49.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-360- 3.07% |
$5.52K - $6.56K
|
11.4K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-285- 2.63% |
$4.37K - $5.2K
|
10.6K
$188K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-453K- 94.05% |
$7.37M - $7.77M
|
28.6K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-71.2K- 19.82% |
$1.16M - $1.22M
|
288K
$5.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-61.3K- 55.17% |
$999K - $1.05M
|
49.8K
$887K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17.4K- 56.4% |
$283K - $298K
|
13.4K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-14.6K- 32.45% |
$238K - $251K
|
30.5K
$542K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-14.3K- 15.33% |
$233K - $245K
|
78.9K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 23.35% |
$171K - $180K
|
34.4K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10K- 54.35% |
$163K - $172K
|
8.4K
$150K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.22K- 32.68% |
$118K - $124K
|
14.9K
$265K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.73K- 3.41% |
$77.1K - $81.2K
|
134K
$2.39M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-4.23K- 80.97% |
$68.9K - $72.6K
|
994
$17.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3K- 22.06% |
$48.9K - $51.5K
|
10.6K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.43K- 16.12% |
$39.5K - $41.6K
|
12.6K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.75K- 39.33% |
$28.5K - $30K
|
2.7K
$48.1K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.21K- 5.09% |
$19.8K - $20.8K
|
22.6K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-472- 3.55% |
$7.69K - $8.1K
|
12.8K
$228K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-48- 0.27% |
$782 - $824
|
17.7K
$315K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1Closed |
$16.3 - $17.2
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-166K- 88.88% |
$2.77M - $3.05M
|
20.8K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-41.2K- 73.63% |
$686K - $754K
|
14.7K
$262K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.9K- 28.96% |
$549K - $603K
|
80.8K
$1.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-21.5K- 50.41% |
$358K - $394K
|
21.1K
$377K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-9.9K- 99.81% |
$165K - $181K
|
19
$338
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-9.41K- 3.41% |
$157K - $172K
|
267K
$4.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-8.79K- 1.71% |
$146K - $161K
|
504K
$8.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.9K- 47.6% |
$81.6K - $89.8K
|
5.39K
$96.1K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.58KClosed |
$26.2K - $28.9K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-296- 2.26% |
$4.93K - $5.42K
|
12.8K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-260Closed |
$4.33K - $4.76K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-103- 0.87% |
$1.72K - $1.89K
|
11.7K
$208K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-562KClosed |
$9.68M - $10.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-490KClosed |
$8.44M - $9.35M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-203K- 86.44% |
$3.5M - $3.88M
|
31.9K
$568K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-125KClosed |
$2.16M - $2.39M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-78.2KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-72.6KClosed |
$1.25M - $1.39M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-42KClosed |
$724K - $802K
|
0
$0
|
|