Purchases and Sales Made in Q4 2023 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR PFD SECS & INCOME ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
444
New
$6.86K - $7.51K
444 $7.91K
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
421
New
$6.51K - $7.12K
421 $7.5K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
420
+ 31.34%
$6.49K - $7.11K
1.76K $31.3K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
403
+ 1.13%
$6.23K - $6.82K
36.1K $644K
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
309
+ 0.14%
$4.78K - $5.23K
226K $4.02M
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

BUY
 -
308
+ 0.39%
$4.76K - $5.21K
78.3K $1.4M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
266
New
$4.11K - $4.5K
266 $4.74K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
245
New
$3.79K - $4.15K
245 $4.36K
Feb 06, 2024 Q4 2023
Meridian Wealth Advisors, LLC

BUY
 -
237
+ 1.5%
$3.66K - $4.01K
16.1K $286K
Jan 12, 2024 Q4 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
188
+ 0.91%
$2.91K - $3.18K
20.9K $372K
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

BUY
 -
116
+ 0.69%
$1.79K - $1.96K
17K $303K
Feb 14, 2024 Q4 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
115
+ 0.36%
$1.78K - $1.95K
32.4K $577K
Jan 29, 2024 Q4 2023
Mbe Wealth Management, LLC

BUY
 -
115
+ 1.0%
$1.78K - $1.95K
11.6K $207K
Feb 06, 2024 Q4 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
102
+ 0.69%
$1.58K - $1.73K
14.9K $265K
Feb 13, 2024 Q4 2023
Platform Technology Partners

BUY
 -
99
+ 0.42%
$1.53K - $1.68K
23.7K $422K
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
79
+ 0.79%
$1.22K - $1.34K
10.1K $180K
Feb 08, 2024 Q4 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
71
+ 0.28%
$1.1K - $1.2K
25.7K $459K
Jan 25, 2024 Q4 2023
Americana Partners, LLC

Houston, TX
BUY
 -
69
+ 0.33%
$1.07K - $1.17K
20.9K $373K
Jan 04, 2024 Q4 2023
Lowe Wealth Advisors, LLC

BUY
 -
41
New
$634 - $694
41 $730
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
32
New
$495 - $541
32 $570
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
20
+ 0.07%
$309 - $338
26.8K $477K
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

BUY
 -
20
+ 0.13%
$309 - $338
15.7K $280K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
19
+ 1.38%
$294 - $321
1.4K $24.9K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
17
+ 1.14%
$263 - $288
1.51K $26.9K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1
+ 1.41%
$15.5 - $16.9
72 $1.28K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

SELL
 -
-3
- 0.32%
$46.4 - $50.8
942 $16.8K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

SELL
 -
-29
- 0.17%
$448 - $491
17.5K $312K
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

SELL
 -
-130
- 1.18%
$2.01K - $2.2K
10.9K $194K
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-140
- 0.23%
$2.16K - $2.37K
61.1K $1.09M
Feb 06, 2024 Q4 2023
Lincoln National Corp

SELL
 -
-247
- 2.06%
$3.82K - $4.18K
11.7K $209K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-269
- 1.91%
$4.16K - $4.55K
13.8K $246K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-303
- 13.05%
$4.68K - $5.13K
2.02K $36K
Jan 09, 2024 Q4 2023
Key Client Fiduciary Advisors, LLC

SELL
 -
-306
- 2.6%
$4.73K - $5.18K
11.5K $204K
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

SELL
 -
-317
- 1.72%
$4.9K - $5.36K
18.1K $323K
Jan 12, 2024 Q4 2023
Rosenberg Matthew Hamilton

SELL
 -
-397
- 11.21%
$6.14K - $6.72K
3.14K $56K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-429
- 65.0%
$6.63K - $7.26K
231 $4.11K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-437
- 26.39%
$6.76K - $7.39K
1.22K $21.7K
Jan 18, 2024 Q4 2023
De Dora Capital, Inc.

SELL
 -
-439
- 3.19%
$6.79K - $7.43K
13.3K $237K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-439
- 0.34%
$6.79K - $7.43K
128K $2.28M
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-446
- 1.47%
$6.9K - $7.55K
29.8K $531K
Jan 25, 2024 Q4 2023
E&G Advisors, LP

SELL
 -
-500
- 2.44%
$7.73K - $8.46K
20K $356K
Feb 05, 2024 Q4 2023
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-584
- 1.42%
$9.03K - $9.88K
40.4K $720K
Jan 23, 2024 Q4 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-620
- 1.42%
$9.59K - $10.5K
43.1K $767K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-887
- 7.73%
$13.7K - $15K
10.6K $189K
Jan 29, 2024 Q4 2023
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-965
- 0.83%
$14.9K - $16.3K
115K $2.05M
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

SELL
 -
-979
- 27.02%
$15.1K - $16.6K
2.64K $47.1K
Feb 14, 2024 Q4 2023
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-982
- 6.18%
$15.2K - $16.6K
14.9K $266K

Track Institutional and Insider Activities on FPE

Follow FIRST TR PFD SECS & INCOME ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPE shares.

Notify only if

Insider Trading

Get notified when an First Tr Pfd Secs & Income ETF insider buys or sells FPE shares.

Notify only if

News

Receive news related to FIRST TR PFD SECS & INCOME ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FPE