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 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-487Closed |
$9.81K - $10K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
291New |
$5.86K - $5.98K
|
291
$5.16K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.4KClosed |
$28.2K - $28.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-150Closed |
$3.02K - $3.08K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.96MClosed |
$120M - $123M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$2.01K - $2.06K
|
100
$1.77K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-511Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-87.1KClosed |
$1.75M - $1.79M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-446KClosed |
$8.97M - $9.16M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-14.7KClosed |
$296K - $303K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
20.1KNew |
$405K - $413K
|
20.1K
$356K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.3KNew |
$436K - $442K
|
21.3K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-11.1KClosed |
$228K - $230K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-152Closed |
$3.12K - $3.15K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$211K - $214K
|
10.3K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-14.7KClosed |
$301K - $305K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-70.8KClosed |
$1.45M - $1.47M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-36.1KClosed |
$741K - $750K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-5- 0.13% |
$103 - $104
|
3.73K
$66.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-551Closed |
$11.3K - $11.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
890New |
$18.2K - $18.5K
|
890
$15.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15KClosed |
$307K - $311K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
43.9KNew |
$901K - $912K
|
43.9K
$779K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.96KClosed |
$40.1K - $40.6K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-964Closed |
$19.8K - $20K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-158KClosed |
$3.24M - $3.28M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-332Closed |
$6.81K - $6.89K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-267Closed |
$5.4K - $5.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-20KClosed |
$404K - $412K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
342KNew |
$6.92M - $7.05M
|
342K
$6.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-557Closed |
$11.3K - $11.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1K- 8.57% |
$20.2K - $20.6K
|
10.7K
$189K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 81.88% |
$86.3K - $87.9K
|
9.48K
$168K
|
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-40.5KClosed |
$819K - $834K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-1.31KClosed |
$26.5K - $27K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.77KClosed |
$35.7K - $36.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-511Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.5KClosed |
$70.9K - $72.2K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-500Closed |
$10.1K - $10.3K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10.5KClosed |
$212K - $216K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$442K - $450K
|
21.8K
$387K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$391K - $398K
|
19.3K
$343K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
126KNew |
$2.56M - $2.61M
|
126K
$2.24M
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-79.2KClosed |
$1.6M - $1.63M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-272KClosed |
$5.5M - $5.61M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-20KClosed |
$400K - $408K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.46MClosed |
$49M - $50.1M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-473Closed |
$9.44K - $9.64K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.3KClosed |
$226K - $231K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Holistic Financial Partners
|
SELL
|
- |
-13.1KClosed |
$261K - $266K
|
0
$0
|
|