Latest Institutional Purchases of First Tr Pfd Secs & Income ETF (FPE)
This list provides information on the latest institutional transactions involving First Tr Pfd Secs & Income ETF (FPE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.1KNew |
$168K - $185K
|
10.1K
$179K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.95K+ 1.42% |
$65.9K - $72.4K
|
282K
$5.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.88K+ 21.17% |
$64.7K - $71.2K
|
22.2K
$395K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.08KNew |
$34.7K - $38.2K
|
2.08K
$37K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.2KNew |
$20K - $22K
|
1.2K
$21.3K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
401New |
$6.68K - $7.35K
|
401
$7.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
288New |
$4.8K - $5.28K
|
288
$5.11K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
206New |
$3.43K - $3.77K
|
206
$3.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$3.33K - $3.66K
|
200
$3.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$1.68K - $1.85K
|
101
$1.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.15% |
$283 - $311
|
11.7K
$208K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
14+ 1.38% |
$233 - $256
|
1.03K
$18.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
34.5KNew |
$595K - $659K
|
34.5K
$613K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
23.7KNew |
$409K - $453K
|
23.7K
$421K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7KNew |
$357K - $395K
|
20.7K
$367K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
13KNew |
$224K - $248K
|
13K
$231K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.2KNew |
$193K - $214K
|
11.2K
$199K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.4KNew |
$179K - $198K
|
10.4K
$185K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.84K+ 87.54% |
$170K - $188K
|
21.1K
$374K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.76KNew |
$47.6K - $52.7K
|
2.76K
$49K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$45.4K - $50.3K
|
2.64K
$46.8K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 18.87% |
$40.8K - $45.2K
|
14.9K
$265K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.58K+ 27.15% |
$27.2K - $30.1K
|
7.4K
$131K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
495+ 3.48% |
$8.53K - $9.44K
|
14.7K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
215+ 0.2% |
$3.7K - $4.1K
|
110K
$1.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
201+ 4.06% |
$3.46K - $3.84K
|
5.15K
$91.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
186New |
$3.2K - $3.55K
|
186
$3.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
100New |
$1.72K - $1.91K
|
100
$1.78K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
31New |
$534 - $591
|
31
$550
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
33.7KNew |
$628K - $684K
|
33.7K
$597K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
23.2KNew |
$434K - $472K
|
23.2K
$412K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
10KNew |
$187K - $203K
|
10K
$178K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
27New |
$504 - $549
|
27
$479
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
20.1KNew |
$405K - $413K
|
20.1K
$357K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.9KNew |
$38.3K - $39.1K
|
1.9K
$33.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
291New |
$5.86K - $5.98K
|
291
$5.17K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
100New |
$2.01K - $2.06K
|
100
$1.78K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
43.9KNew |
$901K - $912K
|
43.9K
$780K
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21.3KNew |
$436K - $442K
|
21.3K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$211K - $214K
|
10.3K
$183K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
890New |
$18.2K - $18.5K
|
890
$15.8K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
342KNew |
$6.92M - $7.05M
|
342K
$6.07M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
126KNew |
$2.56M - $2.61M
|
126K
$2.25M
|
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21.8KNew |
$442K - $450K
|
21.8K
$388K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$391K - $398K
|
19.3K
$343K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 81.88% |
$86.3K - $87.9K
|
9.48K
$168K
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
10KNew |
$200K - $204K
|
10K
$178K
|
|
| Q4 2020 | |||||||
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
40KNew |
$766K - $812K
|
40K
$710K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$19.2K - $20.3K
|
1K
$17.8K
|
|
| Q2 2020 | |||||||
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.1KNew |
$17.7K - $20.8K
|
1.1K
$19.5K
|
|