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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-100KClosed |
$2M - $2.05M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-51.6KClosed |
$1.03M - $1.05M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-20KClosed |
$400K - $408K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Holistic Financial Partners
|
SELL
|
- |
-13.1KClosed |
$261K - $266K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11.8KClosed |
$235K - $240K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.3KClosed |
$226K - $231K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-11KClosed |
$219K - $224K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Capital Square, LLC
|
SELL
|
- |
-10.8KClosed |
$215K - $219K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-7.66KClosed |
$153K - $156K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-487Closed |
$9.72K - $9.92K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-473Closed |
$9.44K - $9.64K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-368Closed |
$7.34K - $7.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-315Closed |
$6.28K - $6.42K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.3KClosed |
$198K - $210K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-500Closed |
$9.58K - $10.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-117Closed |
$2.24K - $2.38K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-86.4KClosed |
$1.59M - $1.69M
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Arden Trust CO
|
SELL
|
- |
-68.3KClosed |
$1.26M - $1.33M
|
0
$0
|
|
|
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-52KClosed |
$959K - $1.01M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-33.9KClosed |
$625K - $661K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Moseley Investment Management Inc
|
SELL
|
- |
-10.6KClosed |
$196K - $207K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
SELL
|
- |
-4.58KClosed |
$84.5K - $89.3K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-2.72KClosed |
$50.3K - $53.1K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-500Closed |
$9.23K - $9.75K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-350Closed |
$6.46K - $6.83K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Field & Main Bank
|
SELL
|
- |
-209Closed |
$3.86K - $4.08K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-75Closed |
$1.38K - $1.46K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-80KClosed |
$1.29M - $1.51M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-63.3KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-34.1KClosed |
$551K - $646K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30.8KClosed |
$496K - $582K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Iowa State Bank
|
SELL
|
- |
-19.3KClosed |
$312K - $366K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-16.2KClosed |
$262K - $307K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-12.4KClosed |
$200K - $235K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$200K - $234K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-10.1KClosed |
$163K - $191K
|
0
$0
|
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 42.78% |
$88.8K - $104K
|
7.36K
$131K
|
|
|
Aug 11, 2020
Q2 2020
|
Hudock, Inc.
|
SELL
|
- |
-4K- 50.0% |
$64.6K - $75.7K
|
4K
$71.2K
|
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.01KClosed |
$16.2K - $19K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-833- 2.65% |
$13.4K - $15.8K
|
30.5K
$544K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-495Closed |
$7.99K - $9.37K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-105Closed |
$1.69K - $1.99K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-89Closed |
$1.44K - $1.68K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-398KClosed |
$5.41M - $8.14M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-205KClosed |
$2.79M - $4.2M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-146KClosed |
$1.99M - $3M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-94.5KClosed |
$1.29M - $1.94M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-49.3KClosed |
$671K - $1.01M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-33.1KClosed |
$450K - $677K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-27.4KClosed |
$373K - $561K
|
0
$0
|
|