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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.7KNew |
$179K - $187K
|
10.7K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
850New |
$14.2K - $14.8K
|
850
$15K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
127New |
$2.13K - $2.21K
|
127
$2.24K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27+ 1.96% |
$452 - $471
|
1.4K
$24.7K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.2KNew |
$874K - $910K
|
52.2K
$919K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
53KNew |
$886K - $923K
|
53K
$932K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
32.8KNew |
$548K - $571K
|
32.8K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$19.5K - $20.3K
|
1.17K
$20.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264New |
$4.42K - $4.6K
|
264
$4.65K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
229KNew |
$3.84M - $4M
|
229K
$4.04M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.62K- 25.67% |
$77.3K - $80.5K
|
13.4K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$28.3K - $29.4K
|
1.69K
$29.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.63% |
$1.24K - $1.29K
|
11.8K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.85KNew |
$148K - $154K
|
8.85K
$156K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.57K+ 1.88% |
$59.8K - $62.2K
|
194K
$3.41M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
220New |
$3.68K - $3.83K
|
220
$3.87K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
931New |
$15.6K - $16.2K
|
931
$16.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-850- 3.63% |
$14.2K - $14.8K
|
22.6K
$398K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.05KNew |
$34.3K - $35.7K
|
2.05K
$36.1K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 20.62% |
$57.5K - $59.9K
|
13.2K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.9K- 27.68% |
$116K - $120K
|
18K
$317K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$17.9K - $18.7K
|
1.07K
$18.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.55KNew |
$42.6K - $44.4K
|
2.55K
$44.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
3.08K+ 1.22% |
$51.6K - $53.7K
|
255K
$4.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.4KNew |
$291K - $303K
|
17.4K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.12K- 9.97% |
$18.7K - $19.5K
|
10.1K
$177K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
296+ 111.28% |
$4.96K - $5.16K
|
562
$9.89K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.85KNew |
$106K - $116K
|
6.85K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.5K- 15.66% |
$735K - $804K
|
256K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11.4KNew |
$176K - $193K
|
11.4K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
116+ 0.69% |
$1.79K - $1.96K
|
17K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
70KNew |
$1.08M - $1.18M
|
70K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
421New |
$6.51K - $7.12K
|
421
$7.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$171K - $187K
|
11.1K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$2.55K - $2.79K
|
165
$2.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.86K- 23.65% |
$59.6K - $65.3K
|
12.5K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$333K - $364K
|
21.5K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.66K- 25.94% |
$41.2K - $45.1K
|
7.6K
$134K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
427K+ 207.58% |
$6.61M - $7.23M
|
633K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.08K- 8.34% |
$32.2K - $35.2K
|
22.9K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.61K- 25.72% |
$55.8K - $61.1K
|
10.4K
$183K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
1.2MNew |
$18.6M - $20.4M
|
1.2M
$21.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.08K- 17.21% |
$47.6K - $52.1K
|
14.8K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-20.9K- 3.01% |
$323K - $354K
|
674K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-79.3K- 85.56% |
$1.23M - $1.34M
|
13.4K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
972+ 4.89% |
$15K - $16.4K
|
20.9K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.9K+ 5505.98% |
$199K - $218K
|
13.1K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 28.55% |
$63.6K - $69.6K
|
10.3K
$181K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
266New |
$4.11K - $4.5K
|
266
$4.68K
|
|