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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-953- 1.05% |
$16.5K - $17.4K
|
89.8K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.6KNew |
$253K - $265K
|
14.6K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
222+ 0.32% |
$3.85K - $4.04K
|
69.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-337- 6.98% |
$5.85K - $6.14K
|
4.49K
$79.5K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2K+ 10.56% |
$34.7K - $36.4K
|
20.9K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-293- 0.07% |
$5.08K - $5.34K
|
438K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53K- 20.63% |
$920K - $966K
|
204K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
28.5K+ 11.77% |
$495K - $519K
|
271K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.22K+ 9.12% |
$125K - $132K
|
86.4K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.4K+ 21.52% |
$389K - $409K
|
127K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
114+ 0.16% |
$1.98K - $2.08K
|
72.5K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19.1KNew |
$332K - $349K
|
19.1K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65.8K+ 16.04% |
$1.14M - $1.2M
|
476K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.05K- 4.43% |
$70.3K - $73.8K
|
87.4K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.2K+ 1.75% |
$681K - $715K
|
2.28M
$40.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-37.2K- 16.29% |
$646K - $678K
|
191K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
116K+ 47.04% |
$2.01M - $2.11M
|
361K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17.6KNew |
$305K - $320K
|
17.6K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.13K+ 0.49% |
$19.7K - $20.7K
|
233K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
130+ 0.02% |
$2.26K - $2.37K
|
553K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.81K- 4.87% |
$83.4K - $87.6K
|
93.9K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 1.87% |
$311K - $326K
|
941K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.18% |
$850 - $893
|
27.3K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
380K+ 51.26% |
$6.59M - $6.93M
|
1.12M
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.8K+ 263.74% |
$1.11M - $1.16M
|
88K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-770- 4.97% |
$13.4K - $14K
|
14.7K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
628New |
$10.9K - $11.4K
|
628
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
274K+ 20.24% |
$4.75M - $4.98M
|
1.63M
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
504+ 1.45% |
$8.74K - $9.18K
|
35.3K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.97K+ 11.26% |
$104K - $109K
|
59K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74.7K- 18.73% |
$1.3M - $1.36M
|
324K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.7K- 96.73% |
$64.2K - $67.4K
|
125
$2.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39K+ 8.27% |
$676K - $710K
|
510K
$9.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 1.74% |
$471K - $495K
|
1.59M
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.8K+ 8.63% |
$830K - $872K
|
602K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12K+ 8.08% |
$207K - $218K
|
160K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07M+ 9.18% |
$18.6M - $19.5M
|
12.7M
$226M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
86+ 3.31% |
$1.49K - $1.57K
|
2.69K
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50K+ 12.93% |
$867K - $911K
|
437K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.2% |
$521 - $547
|
14.7K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.5K- 16.75% |
$95.4K - $100K
|
27.3K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.19K+ 0.67% |
$37.9K - $39.8K
|
327K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
316KNew |
$5.48M - $5.75M
|
316K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.44K- 12.16% |
$59.7K - $62.7K
|
24.9K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10.4K+ 7.83% |
$180K - $189K
|
143K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.94K+ 5.03% |
$120K - $127K
|
145K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
90.8K+ 15.49% |
$1.58M - $1.65M
|
677K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 0.13% |
$694 - $729
|
29.9K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.61K+ 2.34% |
$132K - $139K
|
333K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 1.07% |
$56.7K - $59.6K
|
310K
$5.49M
|