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
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-37.6K- 67.64% |
$638K - $656K
|
18K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-28.9K- 37.28% |
$490K - $504K
|
48.7K
$890K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.1K- 49.32% |
$188K - $193K
|
11.4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-10K- 50.0% |
$170K - $174K
|
10K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.94K- 6.33% |
$135K - $138K
|
118K
$2.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-6K- 33.33% |
$102K - $105K
|
12K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.6K- 10.89% |
$44.1K - $45.3K
|
21.3K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.58K- 44.13% |
$26.8K - $27.6K
|
2K
$36.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.43K- 7.25% |
$24.2K - $24.9K
|
18.2K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-540- 3.66% |
$9.16K - $9.42K
|
14.2K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-300- 2.14% |
$5.09K - $5.23K
|
13.7K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-60- 10.17% |
$1.02K - $1.05K
|
530
$9.7K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.9K- 27.68% |
$116K - $120K
|
18K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 20.62% |
$57.5K - $59.9K
|
13.2K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.12K- 9.97% |
$18.7K - $19.5K
|
10.1K
$184K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-420- 23.86% |
$7.03K - $7.32K
|
1.34K
$24.5K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-94K- 84.96% |
$1.45M - $1.59M
|
16.6K
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-79.3K- 85.56% |
$1.23M - $1.34M
|
13.4K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-20.9K- 3.01% |
$323K - $354K
|
674K
$12.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 28.55% |
$63.6K - $69.6K
|
10.3K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.86K- 23.65% |
$59.6K - $65.3K
|
12.5K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.61K- 25.72% |
$55.8K - $61.1K
|
10.4K
$191K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.08K- 17.21% |
$47.6K - $52.1K
|
14.8K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.66K- 25.94% |
$41.2K - $45.1K
|
7.6K
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.08K- 8.34% |
$32.2K - $35.2K
|
22.9K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-397- 11.21% |
$6.14K - $6.72K
|
3.14K
$57.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-186K- 82.13% |
$2.96M - $3.03M
|
40.5K
$742K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-111K- 80.44% |
$1.77M - $1.81M
|
27.1K
$496K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-17.1K- 28.23% |
$271K - $278K
|
43.4K
$795K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.67K- 18.55% |
$90K - $92.3K
|
24.9K
$456K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.77K- 4.28% |
$44K - $45.1K
|
61.9K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.7K- 17.78% |
$42.9K - $44K
|
12.5K
$229K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.52K- 11.97% |
$40K - $41K
|
18.5K
$339K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.9K- 2.72% |
$30.1K - $30.9K
|
67.7K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-650- 5.62% |
$10.3K - $10.6K
|
10.9K
$200K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-500- 1.99% |
$7.94K - $8.14K
|
24.7K
$452K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-456- 3.97% |
$7.24K - $7.42K
|
11K
$202K
|
|
|
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
$738K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-6.52K- 38.57% |
$101K - $105K
|
10.4K
$190K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$31.1K - $32.3K
|
10K
$183K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 12.78% |
$26.1K - $27.1K
|
11.5K
$210K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-533- 4.44% |
$8.28K - $8.6K
|
11.5K
$210K
|
|
|
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
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-72K- 28.28% |
$1.1M - $1.31M
|
183K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-46.2K- 67.21% |
$708K - $842K
|
22.5K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-14K- 15.81% |
$215K - $256K
|
74.8K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.3K- 8.32% |
$188K - $224K
|
135K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.91K- 94.36% |
$60K - $71.3K
|
234
$4.28K
|
|