Latest Institutional Purchases of First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
Apr 30, 2024 Q1 2024
Flynn Zito Capital Management, LLC

BUY
 -
3.57K
+ 1.88%
$59.8K - $62.2K
194K $3.45M
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
3.08K
+ 1.22%
$51.6K - $53.7K
255K $4.54M
Apr 16, 2024 Q1 2024
Indiana Trust & Investment Management CO

BUY
 -
2.55K
New
$42.6K - $44.4K
2.55K $45.3K
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

BUY
 -
2.05K
New
$34.3K - $35.7K
2.05K $36.5K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.69K
New
$28.3K - $29.4K
1.69K $30.1K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.17K
New
$19.5K - $20.3K
1.17K $20.7K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.07K
New
$17.9K - $18.7K
1.07K $19.1K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
931
New
$15.6K - $16.2K
931 $16.6K
May 14, 2024 Q1 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
850
New
$14.2K - $14.8K
850 $15.1K
May 15, 2024 Q1 2024
Community Bank, N.A.

BUY
 -
352
New
$5.89K - $6.14K
352 $6.27K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
264
New
$4.42K - $4.6K
264 $4.7K
Apr 29, 2024 Q1 2024
First United Bank & Trust

BUY
 -
220
New
$3.68K - $3.83K
220 $3.92K
May 15, 2024 Q1 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
182
+ 0.49%
$3.05K - $3.17K
37.4K $666K
May 13, 2024 Q1 2024
Key F Inancial Inc

BUY
 -
127
New
$2.13K - $2.21K
127 $2.26K
May 15, 2024 Q1 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
126
New
$2.11K - $2.2K
126 $2.24K
May 15, 2024 Q1 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 PUT
100
New
$1.67K - $1.74K
100 $1.78K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
74
+ 0.63%
$1.24K - $1.29K
11.8K $210K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
27
+ 1.96%
$452 - $471
1.4K $25K
Q4 2023
Jan 25, 2024 Q4 2023
Price Capital Management, Inc.

Lafayette, LA
BUY
 -
1.2M
New
$18.6M - $20.4M
1.2M $21.4M
Feb 08, 2024 Q4 2023
Barings LLC

BUY
 -
427K
+ 207.58%
$6.61M - $7.23M
633K $11.3M
Feb 14, 2024 Q4 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
70K
New
$1.08M - $1.18M
70K $1.25M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
21.5K
New
$333K - $364K
21.5K $383K
Jan 12, 2024 Q4 2023
Keating Wealth Management LLC

Greenwood Village, CO
BUY
 -
19.2K
New
$297K - $325K
19.2K $342K
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

BUY
 -
15.4K
New
$239K - $261K
15.4K $275K
Jan 19, 2024 Q4 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
12.9K
+ 5505.98%
$199K - $218K
13.1K $234K
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 CALL
11.4K
New
$176K - $193K
11.4K $203K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
11.1K
New
$171K - $187K
11.1K $197K
Jan 11, 2024 Q4 2023
Whittier Trust CO

BUY
 -
8.91K
+ 178.2%
$138K - $151K
13.9K $248K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
6.85K
New
$106K - $116K
6.85K $122K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.76K
+ 17.98%
$27.3K - $29.8K
11.6K $206K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
972
+ 4.89%
$15K - $16.4K
20.9K $371K
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
421
New
$6.51K - $7.12K
421 $7.49K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
266
New
$4.11K - $4.5K
266 $4.73K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
245
New
$3.79K - $4.15K
245 $4.36K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
165
New
$2.55K - $2.79K
165 $2.94K
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

BUY
 -
116
+ 0.69%
$1.79K - $1.96K
17K $303K
Jan 04, 2024 Q4 2023
Lowe Wealth Advisors, LLC

BUY
 -
41
New
$634 - $694
41 $730
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
0
New
$0 - $0
0 $0
Q3 2023
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
74.8K
+ 38.15%
$1.19M - $1.22M
271K $4.82M
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

BUY
 -
16.1K
+ 9.44%
$256K - $263K
187K $3.33M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
11.9K
New
$189K - $194K
11.9K $212K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
10.2K
New
$162K - $166K
10.2K $181K
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
5.18K
New
$82.3K - $84.3K
5.18K $92.2K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.78K
+ 9.12%
$28.2K - $28.9K
21.3K $378K
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1.45K
New
$23K - $23.5K
1.45K $25.7K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
1.2K
New
$19.1K - $19.5K
1.2K $21.4K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
950
New
$15.1K - $15.5K
950 $16.9K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
534
New
$8.48K - $8.69K
534 $9.51K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
500
+ 59.52%
$7.94K - $8.14K
1.34K $23.9K

Track Institutional and Insider Activities on FPE

Follow FIRST TR PFD SECS & INCOME ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPE shares.

Notify only if

Insider Trading

Get notified when an First Tr Pfd Secs & Income ETF insider buys or sells FPE shares.

Notify only if

News

Receive news related to FIRST TR PFD SECS & INCOME ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FPE