Latest Institutional Sells of First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
May 16, 2022 Q1 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-14.8K
Closed
$276K - $300K
0 $0
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-14.7K
Closed
$274K - $299K
0 $0
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-10.4K
Closed
$194K - $211K
0 $0
Apr 22, 2022 Q1 2022
Wendell David Associates Inc

SELL
 -
-6.5K
- 25.0%
$121K - $132K
19.5K $347K
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-1.38K
Closed
$25.8K - $28.1K
0 $0
May 09, 2022 Q1 2022
Cullen/Frost Bankers, Inc.

SELL
 -
-1.23K
Closed
$22.9K - $24.9K
0 $0
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-767
Closed
$14.3K - $15.6K
0 $0
May 03, 2022 Q1 2022
Column Capital Advisors, LLC

SELL
 -
-100
- 50.0%
$1.87K - $2.03K
100 $1.78K
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-58
Closed
$1.08K - $1.18K
0 $0
Q4 2021
Feb 01, 2022 Q4 2021
Grimes & Company, Inc.

SELL
 -
-5.96M
Closed
$120M - $123M
0 $0
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

SELL
 -
-87.1K
Closed
$1.75M - $1.79M
0 $0
Jan 19, 2022 Q4 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-14.7K
Closed
$296K - $303K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-10.8K
- 49.15%
$217K - $221K
11.1K $198K
Jan 12, 2024 Q4 2021
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-10.8K
- 2.19%
$217K - $221K
479K $8.54M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-2.41K
Closed
$48.5K - $49.5K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-1.4K
Closed
$28.2K - $28.8K
0 $0
Feb 11, 2022 Q4 2021
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-805
- 3.56%
$16.2K - $16.6K
21.8K $389K
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-511
Closed
$10.3K - $10.5K
0 $0
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-487
Closed
$9.81K - $10K
0 $0
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-150
Closed
$3.02K - $3.08K
0 $0
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-73
Closed
$1.47K - $1.5K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Q3 2021
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

SELL
 -
-158K
Closed
$3.24M - $3.28M
0 $0
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-70.8K
Closed
$1.45M - $1.47M
0 $0
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-36.1K
Closed
$741K - $750K
0 $0
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-15K
Closed
$307K - $311K
0 $0
Nov 12, 2021 Q3 2021
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-14.7K
Closed
$301K - $305K
0 $0
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-11.1K
Closed
$228K - $230K
0 $0
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-1.96K
Closed
$40.1K - $40.6K
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-964
Closed
$19.8K - $20K
0 $0
Oct 22, 2021 Q3 2021
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-551
Closed
$11.3K - $11.4K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-332
Closed
$6.81K - $6.89K
0 $0
Nov 12, 2021 Q3 2021
First Command Advisory Services, Inc.

SELL
 -
-152
Closed
$3.12K - $3.15K
0 $0
Oct 27, 2021 Q3 2021
Investors Research Corp

SELL
 -
-5
- 0.13%
$103 - $104
3.73K $66.4K
Q2 2021
Jul 14, 2021 Q2 2021
Trilogy Capital Inc.

SELL
 -
-272K
Closed
$5.5M - $5.61M
0 $0
Jul 16, 2021 Q2 2021
Signature Estate & Investment Advisors LLC

SELL
 -
-79.2K
Closed
$1.6M - $1.63M
0 $0
Aug 09, 2021 Q2 2021
Telemus Capital, LLC

SELL
 -
-40.5K
Closed
$819K - $834K
0 $0
Aug 16, 2021 Q2 2021
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-20K
Closed
$404K - $412K
0 $0
Jul 28, 2021 Q2 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-10.5K
Closed
$212K - $216K
0 $0
Jul 30, 2021 Q2 2021
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-3.5K
Closed
$70.9K - $72.2K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.77K
Closed
$35.7K - $36.4K
0 $0
Aug 06, 2021 Q2 2021
Twin Lakes Capital Management, LLC

Redwood Shores, CA
SELL
 -
-1.31K
Closed
$26.5K - $27K
0 $0
Aug 13, 2021 Q2 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-1K
- 8.57%
$20.2K - $20.6K
10.7K $190K
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-557
Closed
$11.3K - $11.5K
0 $0
Jul 30, 2021 Q2 2021
Tradewinds Capital Management, LLC

SELL
 -
-511
Closed
$10.3K - $10.5K
0 $0
Jul 29, 2021 Q2 2021
Cordasco Financial Network

SELL
 -
-500
Closed
$10.1K - $10.3K
0 $0
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
SELL
 -
-267
Closed
$5.4K - $5.5K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
SELL
 -
-2.46M
Closed
$49M - $50.1M
0 $0
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-120K
Closed
$2.39M - $2.44M
0 $0

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