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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.72K+ 2.68% |
$83.3K - $85.8K
|
181K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.14KNew |
$73.1K - $75.3K
|
4.14K
$73.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.66K+ 0.85% |
$64.6K - $66.5K
|
434K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.46K+ 2.14% |
$61.1K - $62.9K
|
165K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.36K+ 4.07% |
$59.3K - $61K
|
85.8K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.19K+ 21.51% |
$56.3K - $58K
|
18K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.13K+ 435.33% |
$55.2K - $56.9K
|
3.85K
$68.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 10.79% |
$48.1K - $49.6K
|
28K
$498K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5K+ 1655.63% |
$44.1K - $45.5K
|
2.65K
$47.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 12.51% |
$40.5K - $41.7K
|
20.6K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$39.2K - $40.4K
|
2.22K
$39.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 0.23% |
$37.8K - $38.9K
|
931K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 4.21% |
$36.2K - $37.3K
|
50.7K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$34.6K - $35.7K
|
1.96K
$34.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.84K+ 7.8% |
$32.5K - $33.5K
|
25.5K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 2.08% |
$31K - $31.9K
|
86K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 1.68% |
$27.7K - $28.6K
|
95.2K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.47K+ 5.55% |
$25.9K - $26.7K
|
27.9K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.45K+ 7.64% |
$25.7K - $26.4K
|
20.5K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.45K+ 14.1% |
$25.6K - $26.4K
|
11.8K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.42K+ 6.32% |
$25.1K - $25.8K
|
23.9K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.4KNew |
$24.7K - $25.5K
|
1.4K
$24.9K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.38K+ 10.83% |
$24.4K - $25.1K
|
14.1K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$24.2K - $25K
|
1.37K
$24.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.18KNew |
$20.8K - $21.4K
|
1.18K
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.01K+ 8.45% |
$17.8K - $18.3K
|
12.9K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
949+ 7.12% |
$16.7K - $17.3K
|
14.3K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
883+ 1.59% |
$15.6K - $16.1K
|
56.6K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
859+ 0.56% |
$15.2K - $15.6K
|
153K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
826+ 96.61% |
$14.6K - $15K
|
1.68K
$29.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
812New |
$14.3K - $14.8K
|
812
$14.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
722+ 1.0% |
$12.7K - $13.1K
|
73.3K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
700New |
$12.4K - $12.7K
|
700
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
600New |
$10.6K - $10.9K
|
600
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
567+ 0.53% |
$10K - $10.3K
|
109K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
559New |
$9.87K - $10.2K
|
559
$9.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
533+ 2.41% |
$9.41K - $9.69K
|
22.6K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
476+ 2.07% |
$8.4K - $8.65K
|
23.5K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
463+ 0.93% |
$8.17K - $8.42K
|
50.3K
$896K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
457+ 2.89% |
$8.07K - $8.31K
|
16.3K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
425+ 1.75% |
$7.5K - $7.73K
|
24.7K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
406+ 2.61% |
$7.17K - $7.38K
|
16K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
401+ 2.64% |
$7.08K - $7.29K
|
15.6K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
392+ 2.25% |
$6.92K - $7.13K
|
17.8K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
307+ 0.86% |
$5.42K - $5.58K
|
36.2K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
304New |
$5.37K - $5.53K
|
304
$5.41K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
285+ 1.88% |
$5.03K - $5.18K
|
15.5K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
257+ 2.49% |
$4.54K - $4.67K
|
10.6K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
200+ 0.1% |
$3.53K - $3.64K
|
200K
$3.57M
|