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 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6.44K+ 1.83% |
$114K - $117K
|
358K
$6.35M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.33K+ 49.92% |
$112K - $115K
|
19K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.27K+ 6.78% |
$111K - $114K
|
98.9K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.87K+ 9.12% |
$104K - $107K
|
70.2K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.73K+ 6.64% |
$101K - $104K
|
92.1K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
5.61KNew |
$99.1K - $102K
|
5.61K
$99.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.55K+ 12.2% |
$97.9K - $101K
|
51K
$905K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.24K+ 3.32% |
$92.5K - $95.2K
|
163K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.16KNew |
$91.1K - $93.9K
|
5.16K
$91.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.13K+ 13.16% |
$90.6K - $93.3K
|
44.1K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
5.1K+ 1.59% |
$90K - $92.7K
|
327K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.91K+ 1.89% |
$86.7K - $89.3K
|
264K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.73K+ 3.22% |
$83.5K - $86K
|
152K
$2.69M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.72K+ 2.68% |
$83.3K - $85.8K
|
181K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.14KNew |
$73.1K - $75.3K
|
4.14K
$73.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.91K+ 11.27% |
$69K - $71K
|
38.6K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.66K+ 0.85% |
$64.6K - $66.5K
|
434K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.55K+ 7.07% |
$62.7K - $64.6K
|
53.7K
$954K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.46K+ 2.14% |
$61.1K - $62.9K
|
165K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.4K+ 3.63% |
$60K - $61.8K
|
97.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
3.39KNew |
$59.8K - $61.6K
|
3.39K
$60.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.36K+ 4.07% |
$59.3K - $61K
|
85.8K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.19K+ 21.51% |
$56.3K - $58K
|
18K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.15K+ 2.2% |
$55.6K - $57.2K
|
146K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.13K+ 435.33% |
$55.2K - $56.9K
|
3.85K
$68.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.06K+ 0.97% |
$53.9K - $55.5K
|
319K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.85K+ 2.01% |
$50.3K - $51.8K
|
144K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 10.79% |
$48.1K - $49.6K
|
28K
$497K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5K+ 1655.63% |
$44.1K - $45.5K
|
2.65K
$47.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 12.51% |
$40.5K - $41.7K
|
20.6K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.22KNew |
$39.2K - $40.4K
|
2.22K
$39.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 0.23% |
$37.8K - $38.9K
|
931K
$16.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.06K+ 14.11% |
$36.3K - $37.4K
|
16.6K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 4.21% |
$36.2K - $37.3K
|
50.7K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$34.6K - $35.7K
|
1.96K
$34.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.9K+ 8.54% |
$33.5K - $34.5K
|
24.1K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.84K+ 7.8% |
$32.5K - $33.5K
|
25.5K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.78KNew |
$31.5K - $32.4K
|
1.78K
$31.6K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 55.85% |
$26.5K - $27.3K
|
4.19K
$74.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.47K+ 5.55% |
$25.9K - $26.7K
|
27.9K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.45K+ 7.64% |
$25.7K - $26.4K
|
20.5K
$363K
|
|
|
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
$425K
|
|
|
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
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.3KNew |
$22.9K - $23.6K
|
1.3K
$23K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.2K
|