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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
697New |
$11.4K - $12K
|
697
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 23.35% |
$171K - $180K
|
34.4K
$605K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.49KNew |
$24.3K - $25.6K
|
1.49K
$26.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.5KNew |
$24.4K - $25.7K
|
1.5K
$26.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
180KNew |
$2.93M - $3.08M
|
180K
$3.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13.1KNew |
$214K - $225K
|
13.1K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
78.1KNew |
$1.27M - $1.34M
|
78.1K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17.4K- 56.4% |
$283K - $298K
|
13.4K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.75K- 39.33% |
$28.5K - $30K
|
2.7K
$47.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40+ 0.3% |
$652 - $686
|
13.2K
$232K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.5KNew |
$40.7K - $42.9K
|
2.5K
$44K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.17K+ 10.98% |
$51.6K - $54.4K
|
32K
$564K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-14.6K- 32.45% |
$238K - $251K
|
30.5K
$536K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
19.6KNew |
$319K - $336K
|
19.6K
$344K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142New |
$2.31K - $2.44K
|
142
$2.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
41.5K+ 158.78% |
$676K - $712K
|
67.7K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
62.4KNew |
$1.02M - $1.07M
|
62.4K
$1.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.34KNew |
$120K - $126K
|
7.34K
$129K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-48- 0.27% |
$782 - $824
|
17.7K
$311K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-14.3K- 15.33% |
$233K - $245K
|
78.9K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.23K+ 10.4% |
$36.4K - $38.3K
|
23.7K
$418K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
59.5K+ 40.86% |
$969K - $1.02M
|
205K
$3.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$32.6K - $34.3K
|
2K
$35.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.6KNew |
$238K - $250K
|
14.6K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-61.3K- 55.17% |
$999K - $1.05M
|
49.8K
$877K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.73K- 3.41% |
$77.1K - $81.2K
|
134K
$2.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
969New |
$15.8K - $16.6K
|
969
$17.1K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-4.23K- 80.97% |
$68.9K - $72.6K
|
994
$17.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$190K - $200K
|
11.7K
$205K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.22K- 32.68% |
$118K - $124K
|
14.9K
$262K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
580+ 1.71% |
$9.45K - $9.95K
|
34.5K
$608K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
970New |
$15.8K - $16.6K
|
970
$17.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
61New |
$994 - $1.05K
|
61
$1.07K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3K- 22.06% |
$48.9K - $51.5K
|
10.6K
$187K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.58KClosed |
$26.2K - $28.9K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$1.68K - $1.85K
|
101
$1.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$3.33K - $3.66K
|
200
$3.52K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-296- 2.26% |
$4.93K - $5.42K
|
12.8K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-166K- 88.88% |
$2.77M - $3.05M
|
20.8K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.7K+ 11.25% |
$211K - $232K
|
125K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.15% |
$283 - $311
|
11.7K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-260Closed |
$4.33K - $4.76K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.1KNew |
$168K - $185K
|
10.1K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-41.2K- 73.63% |
$686K - $754K
|
14.7K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.9K- 47.6% |
$81.6K - $89.8K
|
5.39K
$94.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
37.4KNew |
$623K - $685K
|
37.4K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
288New |
$4.8K - $5.28K
|
288
$5.07K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.95K+ 1.42% |
$65.9K - $72.4K
|
282K
$4.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.9K- 28.96% |
$549K - $603K
|
80.8K
$1.42M
|
|