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 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.45K+ 2.55% |
$147K - $154K
|
340K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.25K+ 57.35% |
$126K - $132K
|
19.9K
$354K
|
|
|
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
$84.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67K+ 32.76% |
$63.7K - $66.8K
|
14.9K
$264K
|
|
|
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
$5.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 75.87% |
$28.6K - $30K
|
3.82K
$67.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.31KNew |
$22.8K - $23.9K
|
1.31K
$23.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.31K+ 1.14% |
$22.7K - $23.8K
|
116K
$2.06M
|
|
|
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
$18.9K
|
|
|
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
$704K
|
|
|
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
$25.4K
|
|
|
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 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
$2.93K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156+ 7.7% |
$2.71K - $2.84K
|
2.18K
$38.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 1.24% |
$2.67K - $2.81K
|
12.5K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
136New |
$2.36K - $2.48K
|
136
$2.42K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
125+ 0.31% |
$2.17K - $2.28K
|
40.2K
$714K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
109+ 1.42% |
$1.89K - $1.99K
|
7.77K
$138K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 4.06% |
$1.74K - $1.82K
|
2.56K
$45.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
93+ 0.57% |
$1.61K - $1.69K
|
16.5K
$294K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
43+ 1.45% |
$746 - $783
|
3K
$53.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$52.1 - $54.7
|
3
$53.3
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$34.7 - $36.4
|
15.3K
$272K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
151KNew |
$2.56M - $2.64M
|
151K
$2.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.7KNew |
$860K - $884K
|
50.7K
$902K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
24.7KNew |
$419K - $431K
|
24.7K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$234K - $241K
|
13.8K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12KNew |
$204K - $210K
|
12K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.74K+ 52.85% |
$148K - $152K
|
25.3K
$449K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.63KNew |
$44.7K - $45.9K
|
2.63K
$46.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.5KNew |
$25.4K - $26.2K
|
1.5K
$26.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.48KNew |
$25K - $25.7K
|
1.48K
$26.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 0.09% |
$17.4K - $17.9K
|
1.14M
$20.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
860New |
$14.6K - $15K
|
860
$15.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
823New |
$14K - $14.4K
|
823
$14.6K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
475New |
$8.06K - $8.28K
|
475
$8.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
380New |
$6.44K - $6.63K
|
380
$6.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$6.26K - $6.44K
|
369
$6.56K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
237+ 1.45% |
$4.02K - $4.13K
|
16.5K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$3.39K - $3.49K
|
200
$3.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
107New |
$1.81K - $1.87K
|
107
$1.9K
|
|