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 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
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 4.21% |
$36.2K - $37.3K
|
50.7K
$902K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.78KNew |
$31.5K - $32.4K
|
1.78K
$31.7K
|
|
|
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
$74.4K
|
|
|
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
$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
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.2K
|
|
|
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
$14.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
799+ 2.47% |
$14.1K - $14.5K
|
33.2K
$590K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
722+ 1.0% |
$12.7K - $13.1K
|
73.3K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
700+ 6.67% |
$12.4K - $12.7K
|
11.2K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
700New |
$12.4K - $12.7K
|
700
$12.4K
|
|
|
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
$9.94K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
533+ 2.41% |
$9.41K - $9.69K
|
22.6K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
476+ 2.07% |
$8.4K - $8.65K
|
23.5K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
463+ 0.93% |
$8.17K - $8.42K
|
50.3K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
457+ 2.89% |
$8.07K - $8.31K
|
16.3K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
425+ 1.75% |
$7.5K - $7.73K
|
24.7K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
406+ 2.61% |
$7.17K - $7.38K
|
16K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
401+ 2.64% |
$7.08K - $7.29K
|
15.6K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
392+ 0.68% |
$6.92K - $7.13K
|
58.1K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
392+ 2.25% |
$6.92K - $7.13K
|
17.8K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
379New |
$6.69K - $6.89K
|
379
$6.74K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
226+ 1.08% |
$3.99K - $4.11K
|
21.2K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
200+ 0.1% |
$3.53K - $3.64K
|
200K
$3.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
193+ 0.28% |
$3.41K - $3.51K
|
69.9K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
185+ 0.49% |
$3.27K - $3.36K
|
37.8K
$672K
|