Latest Institutional Transactions on First Tr Pfd Secs & Income ETF (FPE)
This table provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
308+ 0.21% |
$5.4K - $5.5K
|
144K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2.02K- 13.63% |
$35.4K - $36.1K
|
12.8K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.5K+ 9.24% |
$43.8K - $44.7K
|
29.6K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.1K- 11.8% |
$1.32M - $1.34M
|
561K
$9.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-245- 4.18% |
$4.29K - $4.38K
|
5.62K
$96.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
421+ 0.69% |
$7.38K - $7.52K
|
61.3K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-20K- 6.3% |
$350K - $357K
|
297K
$5.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
27.5K+ 6.85% |
$481K - $491K
|
428K
$7.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
124+ 0.52% |
$2.17K - $2.22K
|
24K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 2.08% |
$8.77K - $8.94K
|
23.5K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.7K- 22.91% |
$258K - $263K
|
49.6K
$851K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 0.77% |
$17.5K - $17.9K
|
129K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.31K+ 47.0% |
$163K - $166K
|
29.1K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-11.6K- 4.4% |
$204K - $208K
|
253K
$4.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5K+ 1.62% |
$237K - $242K
|
850K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.52K+ 3.86% |
$79.3K - $80.8K
|
122K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$252K - $257K
|
14.4K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.99K+ 191.64% |
$69.9K - $71.3K
|
6.07K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
52.5KNew |
$920K - $938K
|
52.5K
$900K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85K+ 2.99% |
$32.4K - $33.1K
|
63.7K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.54K- 2.97% |
$26.9K - $27.4K
|
50.1K
$860K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-812- 6.28% |
$14.2K - $14.5K
|
12.1K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.1K+ 2.3% |
$19.3K - $19.7K
|
48.9K
$840K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.48K+ 17.85% |
$131K - $134K
|
49.4K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 11.54% |
$36K - $36.7K
|
19.8K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.5K- 1.0% |
$26.3K - $26.8K
|
149K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 34.31% |
$52K - $53K
|
11.6K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5.31K+ 1.48% |
$93K - $94.8K
|
363K
$6.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.43K+ 11.84% |
$25.1K - $25.6K
|
13.5K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.61K+ 2.78% |
$80.7K - $82.3K
|
170K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.74K- 3.45% |
$30.5K - $31.1K
|
48.6K
$834K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.58K+ 11.2% |
$27.7K - $28.2K
|
15.7K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
39.6K+ 2.88% |
$695K - $708K
|
1.41M
$24.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43.7K+ 2.95% |
$765K - $780K
|
1.53M
$26.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-545- 2.11% |
$9.55K - $9.74K
|
25.3K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-454- 4.3% |
$7.96K - $8.11K
|
10.1K
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.8KNew |
$190K - $193K
|
10.8K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
239+ 0.66% |
$4.19K - $4.27K
|
36.5K
$626K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.26K- 6.16% |
$57.1K - $58.2K
|
49.6K
$851K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 17.1% |
$152K - $155K
|
59.4K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
237+ 1.15% |
$4.15K - $4.24K
|
20.9K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.9K+ 17.58% |
$85.9K - $87.6K
|
32.8K
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
25K+ 36.96% |
$439K - $448K
|
92.8K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-11.5K- 10.98% |
$201K - $205K
|
93.1K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.62K+ 41.98% |
$28.3K - $28.9K
|
5.47K
$93.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
17.1K+ 10.52% |
$300K - $306K
|
180K
$3.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100K+ 106413.83% |
$1.75M - $1.79M
|
100K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$383K - $390K
|
21.8K
$375K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
31.1K+ 7.17% |
$546K - $557K
|
466K
$7.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
27.1K+ 7.22% |
$475K - $484K
|
403K
$6.91M
|