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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.22K- 25.32% |
$145K - $149K
|
24.2K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.19K- 33.68% |
$162K - $167K
|
18.1K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
11.9KNew |
$211K - $217K
|
11.9K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.18K+ 7.5% |
$144K - $149K
|
117K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
14.9KNew |
$264K - $272K
|
14.9K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.5K- 15.4% |
$1.14M - $1.17M
|
354K
$6.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.01K+ 12.14% |
$124K - $127K
|
64.7K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.56K- 13.52% |
$169K - $174K
|
61.1K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-165- 1.61% |
$2.91K - $3K
|
10.1K
$177K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18.9K- 12.8% |
$334K - $344K
|
129K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.69K- 19.53% |
$65.1K - $67K
|
15.2K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
63.5K+ 471.15% |
$1.12M - $1.15M
|
76.9K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
74.8K+ 21.16% |
$1.32M - $1.36M
|
429K
$7.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.9K- 15.51% |
$1.29M - $1.33M
|
397K
$6.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 10.32% |
$24.4K - $25.2K
|
12K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.11% |
$477 - $491
|
24K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
883+ 1.59% |
$15.6K - $16.1K
|
56.6K
$996K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.5KNew |
$202K - $208K
|
11.5K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 44.91% |
$387K - $398K
|
70.7K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$547K - $563K
|
31K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
8.6K+ 55.75% |
$152K - $156K
|
24K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.7K+ 4.96% |
$331K - $341K
|
397K
$6.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.1K- 7.31% |
$37K - $38.1K
|
26.6K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 3.87% |
$22.5K - $23.1K
|
31.6K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
22.6K+ 1.64% |
$399K - $411K
|
1.4M
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
949+ 7.12% |
$16.7K - $17.3K
|
14.3K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.52K- 6.69% |
$168K - $173K
|
133K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.3KNew |
$288K - $297K
|
16.3K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11.2K- 74.3% |
$197K - $203K
|
3.86K
$68K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
116K+ 18.73% |
$2.05M - $2.11M
|
735K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.18K- 15.18% |
$127K - $131K
|
40.2K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.84K+ 7.8% |
$32.5K - $33.5K
|
25.5K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-481- 0.79% |
$8.49K - $8.74K
|
60.5K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
24.7K+ 107.27% |
$435K - $449K
|
47.7K
$839K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
47K+ 11.64% |
$829K - $854K
|
451K
$7.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$218K - $225K
|
12.4K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.08MNew |
$19.1M - $19.7M
|
1.08M
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 0.33% |
$688 - $709
|
11.7K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
$259K - $267K
|
14.7K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.32K+ 2.82% |
$147K - $151K
|
303K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 179.93% |
$742K - $765K
|
65.4K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.4KNew |
$608K - $626K
|
34.4K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 2.08% |
$31K - $31.9K
|
86K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
700New |
$12.4K - $12.7K
|
700
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.42K- 8.8% |
$25K - $25.7K
|
14.7K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.45K+ 7.64% |
$25.7K - $26.4K
|
20.5K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.2K+ 3.04% |
$569K - $586K
|
1.09M
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.81K- 22.2% |
$84.9K - $87.5K
|
16.9K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
658KNew |
$11.6M - $12M
|
658K
$11.6M
|