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
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
10.6K
New
$184K - $193K
10.6K $194K
Oct 09, 2024 Q3 2024
Simplicity Wealth,Llc

BUY
 -
10.3K
New
$178K - $187K
10.3K $188K
Oct 21, 2024 Q3 2024
Venture Visionary Partners LLC

BUY
 -
10.1K
New
$175K - $184K
10.1K $185K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
4.01K
+ 552.34%
$69.6K - $73.1K
4.74K $86.7K
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
1.31K
New
$22.8K - $23.9K
1.31K $24K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
1.07K
New
$18.5K - $19.4K
1.07K $19.5K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
710
New
$12.3K - $12.9K
710 $13K
Oct 11, 2024 Q3 2024
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
690
+ 93.12%
$12K - $12.6K
1.43K $26.2K
Nov 13, 2024 Q3 2024
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
628
New
$10.9K - $11.4K
628 $11.5K
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
165
New
$2.86K - $3.01K
165 $3.02K
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
136
New
$2.36K - $2.48K
136 $2.49K
Nov 08, 2024 Q3 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
109
+ 1.42%
$1.89K - $1.99K
7.77K $142K
Oct 28, 2024 Q3 2024
Americana Partners, LLC

Houston, TX
BUY
 -
93
+ 0.57%
$1.61K - $1.69K
16.5K $302K
Nov 06, 2024 Q3 2024
Peterson Wealth Services

BUY
 -
3
New
$52.1 - $54.7
3 $54.9
Oct 02, 2024 Q3 2024
M&R Capital Management Inc

BUY
 -
2
+ 0.01%
$34.7 - $36.4
15.3K $280K
Q2 2024
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
151K
New
$2.56M - $2.64M
151K $2.77M
Jul 24, 2024 Q2 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
50.7K
New
$860K - $884K
50.7K $928K
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
24.7K
New
$419K - $431K
24.7K $452K
Aug 14, 2024 Q2 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
12K
New
$204K - $210K
12K $220K
Aug 14, 2024 Q2 2024
Quadrature Capital LTD

London, X0
BUY
 -
8.74K
+ 52.85%
$148K - $152K
25.3K $463K
Jul 12, 2024 Q2 2024
Webster Bank, N. A.

BUY
 -
1.5K
New
$25.4K - $26.2K
1.5K $27.5K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.48K
New
$25K - $25.7K
1.48K $27K
Jul 15, 2024 Q2 2024
Aspire Private Capital, LLC

BUY
 -
860
New
$14.6K - $15K
860 $15.7K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
823
New
$14K - $14.4K
823 $15.1K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
475
New
$8.06K - $8.28K
475 $8.69K
Jul 15, 2024 Q2 2024
Pinnacle Bancorp, Inc.

BUY
 -
380
New
$6.44K - $6.63K
380 $6.95K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
369
New
$6.26K - $6.44K
369 $6.75K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
200
New
$3.39K - $3.49K
200 $3.66K
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
13
+ 2.93%
$220 - $227
456 $8.34K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
242K
+ 188.23%
$4.06M - $4.23M
371K $6.79M
May 06, 2024 Q1 2024
Aveo Capital Partners, LLC

BUY
 -
229K
New
$3.84M - $4M
229K $4.2M
May 14, 2024 Q1 2024
Verition Fund Management LLC

Greenwich, CT
BUY
 -
220K
+ 733.33%
$3.68M - $3.83M
250K $4.58M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
91.5K
+ 17.2%
$1.53M - $1.6M
624K $11.4M
Aug 16, 2024 Q1 2024
Axs Investments LLC

Port Chester, NY
BUY
 -
85K
New
$1.42M - $1.48M
85K $1.56M
May 23, 2024 Q1 2024
Arq Wealth Advisors, LLC

BUY
 -
69.4K
New
$1.16M - $1.21M
69.4K $1.27M
May 13, 2024 Q1 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
53K
New
$886K - $923K
53K $969K
May 13, 2024 Q1 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
32.8K
New
$548K - $571K
32.8K $599K
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
17.4K
New
$291K - $303K
17.4K $319K
May 15, 2024 Q1 2024
Townsquare Capital LLC

BUY
 -
14.6K
New
$244K - $254K
14.6K $267K
May 14, 2024 Q1 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
10.7K
New
$179K - $187K
10.7K $196K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
8.85K
New
$148K - $154K
8.85K $162K
Apr 30, 2024 Q1 2024
Flynn Zito Capital Management, LLC

BUY
 -
3.57K
+ 1.88%
$59.8K - $62.2K
194K $3.55M
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
3.08K
+ 1.22%
$51.6K - $53.7K
255K $4.67M
Apr 16, 2024 Q1 2024
Indiana Trust & Investment Management CO

BUY
 -
2.55K
New
$42.6K - $44.4K
2.55K $46.6K
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

BUY
 -
2.05K
New
$34.3K - $35.7K
2.05K $37.5K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.17K
New
$19.5K - $20.3K
1.17K $21.3K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.07K
New
$17.9K - $18.7K
1.07K $19.6K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
931
New
$15.6K - $16.2K
931 $17K
May 14, 2024 Q1 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
850
New
$14.2K - $14.8K
850 $15.6K

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