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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 21.59% |
$427K - $448K
|
139K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.4K+ 21.52% |
$389K - $409K
|
127K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 1.19% |
$375K - $394K
|
1.84M
$32.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.1KNew |
$348K - $366K
|
20.1K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19.1KNew |
$332K - $349K
|
19.1K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19.1KNew |
$331K - $348K
|
19.1K
$340K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 2.69% |
$323K - $339K
|
712K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18.5KNew |
$321K - $337K
|
18.5K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
17.8K+ 23.38% |
$308K - $323K
|
93.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.6KNew |
$253K - $265K
|
14.6K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3KNew |
$213K - $224K
|
12.3K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12K+ 0.8% |
$208K - $219K
|
1.51M
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12K+ 8.08% |
$207K - $218K
|
160K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.6KNew |
$184K - $193K
|
10.6K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10.4K+ 7.83% |
$180K - $189K
|
143K
$2.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$178K - $187K
|
10.3K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1KNew |
$176K - $185K
|
10.1K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$175K - $184K
|
10.1K
$180K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.76K+ 13.34% |
$152K - $160K
|
74.4K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.45K+ 2.55% |
$147K - $154K
|
340K
$6.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.25K+ 57.35% |
$126K - $132K
|
19.9K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.22K+ 9.12% |
$125K - $132K
|
86.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.97K+ 11.26% |
$104K - $109K
|
59K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 552.34% |
$69.6K - $73.1K
|
4.74K
$84.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67K+ 32.76% |
$63.7K - $66.8K
|
14.9K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46KNew |
$60.1K - $63.1K
|
3.46K
$61.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 1.07% |
$56.7K - $59.6K
|
310K
$5.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.66K+ 4.84% |
$46.2K - $48.5K
|
57.7K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2K+ 10.56% |
$34.7K - $36.4K
|
20.9K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.96K+ 6.45% |
$34K - $35.7K
|
32.4K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78K+ 1.32% |
$30.9K - $32.4K
|
136K
$2.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 75.87% |
$28.6K - $30K
|
3.82K
$68K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.55K+ 0.56% |
$26.9K - $28.3K
|
281K
$5M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.31KNew |
$22.8K - $23.9K
|
1.31K
$23.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.31K+ 1.14% |
$22.7K - $23.8K
|
116K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 11.32% |
$22.4K - $23.5K
|
12.7K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$18.5K - $19.4K
|
1.07K
$19K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
829+ 5.3% |
$14.4K - $15.1K
|
16.5K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
793+ 2.04% |
$13.8K - $14.4K
|
39.6K
$705K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
710New |
$12.3K - $12.9K
|
710
$12.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
690+ 93.12% |
$12K - $12.6K
|
1.43K
$25.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
647New |
$11.2K - $11.8K
|
647
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
628New |
$10.9K - $11.4K
|
628
$11.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
426+ 0.13% |
$7.39K - $7.76K
|
333K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
222+ 0.32% |
$3.85K - $4.04K
|
69.6K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
207+ 1.85% |
$3.59K - $3.77K
|
11.4K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180+ 3.17% |
$3.12K - $3.28K
|
5.86K
$104K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
165New |
$2.86K - $3.01K
|
165
$2.94K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156+ 7.7% |
$2.71K - $2.84K
|
2.18K
$38.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 1.24% |
$2.67K - $2.81K
|
12.5K
$223K
|