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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
850New |
$14.2K - $14.8K
|
850
$15.6K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
352New |
$5.89K - $6.14K
|
352
$6.44K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
296+ 111.28% |
$4.96K - $5.16K
|
562
$10.3K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264New |
$4.42K - $4.6K
|
264
$4.83K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
220New |
$3.68K - $3.83K
|
220
$4.03K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
127New |
$2.13K - $2.21K
|
127
$2.32K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126New |
$2.11K - $2.2K
|
126
$2.31K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.63% |
$1.24K - $1.29K
|
11.8K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27+ 1.96% |
$452 - $471
|
1.4K
$25.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
70KNew |
$1.08M - $1.18M
|
70K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
21.5KNew |
$333K - $364K
|
21.5K
$394K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
19.2KNew |
$297K - $325K
|
19.2K
$351K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.9K+ 5505.98% |
$199K - $218K
|
13.1K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11.4KNew |
$176K - $193K
|
11.4K
$209K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
8.91K+ 178.2% |
$138K - $151K
|
13.9K
$255K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.85KNew |
$106K - $116K
|
6.85K
$125K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.76K+ 17.98% |
$27.3K - $29.8K
|
11.6K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
972+ 4.89% |
$15K - $16.4K
|
20.9K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
421New |
$6.51K - $7.12K
|
421
$7.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
266New |
$4.11K - $4.5K
|
266
$4.87K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
245New |
$3.79K - $4.15K
|
245
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
116+ 0.69% |
$1.79K - $1.96K
|
17K
$312K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41New |
$634 - $694
|
41
$750
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.1K+ 9.44% |
$256K - $263K
|
187K
$3.42M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9KNew |
$189K - $194K
|
11.9K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10.2KNew |
$162K - $166K
|
10.2K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.18KNew |
$82.3K - $84.3K
|
5.18K
$94.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.45KNew |
$23K - $23.5K
|
1.45K
$26.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1.2KNew |
$19.1K - $19.5K
|
1.2K
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
950New |
$15.1K - $15.5K
|
950
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
534New |
$8.48K - $8.69K
|
534
$9.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 59.52% |
$7.94K - $8.14K
|
1.34K
$24.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
350New |
$5.56K - $5.7K
|
350
$6.41K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
26+ 0.23% |
$413 - $423
|
11.4K
$209K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
78.9KNew |
$1.23M - $1.27M
|
78.9K
$1.44M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
36.1KNew |
$561K - $583K
|
36.1K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
33.2K+ 4.85% |
$515K - $535K
|
717K
$13.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
28KNew |
$435K - $451K
|
28K
$512K
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
19K+ 21.17% |
$295K - $307K
|
109K
$1.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17.5KNew |
$272K - $282K
|
17.5K
$320K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
16.1KNew |
$250K - $260K
|
16.1K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15.3KNew |
$238K - $247K
|
15.3K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.6KNew |
$180K - $187K
|
11.6K
$212K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
717+ 6.67% |
$11.1K - $11.6K
|
11.5K
$210K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
535New |
$8.31K - $8.63K
|
535
$9.79K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$1.55K - $1.61K
|
100
$1.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
97+ 1.05% |
$1.51K - $1.57K
|
9.37K
$172K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
20+ 0.19% |
$311 - $323
|
10.8K
$197K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
170KNew |
$2.62M - $3.11M
|
170K
$3.12M
|
|