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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.63% |
$300 - $309
|
2.71K
$48K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.02% |
$124 - $127
|
30.1K
$535K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$88.3 - $90.9
|
5
$88.8
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.02% |
$70.6 - $72.7
|
23.2K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4+ 0.04% |
$70.6 - $72.7
|
10.5K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
709KNew |
$12.3M - $12.9M
|
709K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
380K+ 51.26% |
$6.59M - $6.93M
|
1.12M
$19.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
75.9K+ 20.31% |
$1.32M - $1.38M
|
450K
$7.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
41.9KNew |
$727K - $763K
|
41.9K
$744K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
39.3K+ 141.85% |
$682K - $716K
|
67K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.7K+ 26.79% |
$602K - $632K
|
164K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
27.6K+ 71.8% |
$479K - $504K
|
66.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
27KNew |
$468K - $492K
|
27K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9KNew |
$466K - $489K
|
26.9K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19.1KNew |
$331K - $348K
|
19.1K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18.5KNew |
$321K - $337K
|
18.5K
$329K
|
|
|
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
$2.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.6KNew |
$184K - $193K
|
10.6K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$178K - $187K
|
10.3K
$182K
|
|
|
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
$179K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.45K+ 2.55% |
$147K - $154K
|
340K
$6.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.25K+ 57.35% |
$126K - $132K
|
19.9K
$353K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 552.34% |
$69.6K - $73.1K
|
4.74K
$84.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46KNew |
$60.1K - $63.1K
|
3.46K
$61.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 1.07% |
$56.7K - $59.6K
|
310K
$5.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 75.87% |
$28.6K - $30K
|
3.82K
$67.8K
|
|
|
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 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
$292K
|
|
|
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
$11.1K
|
|
|
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
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 1.24% |
$2.67K - $2.81K
|
12.5K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
136New |
$2.36K - $2.48K
|
136
$2.41K
|
|
|
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
$45.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
93+ 0.57% |
$1.61K - $1.69K
|
16.5K
$293K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
43+ 1.45% |
$746 - $783
|
3K
$53.3K
|
|
|
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
$2.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.7KNew |
$860K - $884K
|
50.7K
$900K
|
|