Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.46M- 94.42% |
$25.7M - $26.5M
|
86.2K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-440K- 87.46% |
$7.76M - $8M
|
63.1K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-278K- 92.28% |
$4.9M - $5.05M
|
23.3K
$414K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-236K- 7.99% |
$4.16M - $4.29M
|
2.71M
$48.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-212K- 13.35% |
$3.75M - $3.86M
|
1.38M
$24.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98K- 99.9% |
$1.73M - $1.78M
|
94
$1.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-90.6K- 53.97% |
$1.6M - $1.65M
|
77.3K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-82K- 56.53% |
$1.45M - $1.49M
|
63.1K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.9K- 15.51% |
$1.29M - $1.33M
|
397K
$7.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-70K- 25.84% |
$1.23M - $1.27M
|
201K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.5K- 15.4% |
$1.14M - $1.17M
|
354K
$6.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-59.8K- 54.62% |
$1.05M - $1.09M
|
49.6K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59.7K- 18.42% |
$1.05M - $1.08M
|
264K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.6K- 8.75% |
$681K - $701K
|
402K
$7.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31K- 3.52% |
$548K - $564K
|
851K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18.9K- 12.8% |
$334K - $344K
|
129K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-17.8K- 5.35% |
$315K - $324K
|
316K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-15.9K- 6.36% |
$281K - $290K
|
235K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-15.7K- 16.76% |
$278K - $286K
|
78.2K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 45.6% |
$270K - $278K
|
18.3K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.7K- 11.61% |
$242K - $250K
|
105K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.2K- 21.87% |
$215K - $221K
|
43.5K
$775K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 17.13% |
$215K - $221K
|
58.9K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11.2K- 74.3% |
$197K - $203K
|
3.86K
$68.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-10.8K- 30.44% |
$190K - $195K
|
24.6K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-10.7K- 4.07% |
$189K - $195K
|
253K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.5K- 12.07% |
$185K - $190K
|
76.3K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.4K- 89.86% |
$184K - $189K
|
1.17K
$20.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 20.13% |
$176K - $182K
|
39.7K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-9.91K- 2.41% |
$175K - $180K
|
401K
$7.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.56K- 13.52% |
$169K - $174K
|
61.1K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.52K- 6.69% |
$168K - $173K
|
133K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.27K- 2.53% |
$164K - $169K
|
357K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.19K- 33.68% |
$162K - $167K
|
18.1K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-9.1K- 5.7% |
$161K - $165K
|
150K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-8.65K- 2.65% |
$153K - $157K
|
317K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.6K- 41.58% |
$152K - $156K
|
12.1K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.56K- 4.39% |
$151K - $156K
|
186K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.22K- 25.32% |
$145K - $149K
|
24.2K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.5K- 12.57% |
$132K - $136K
|
52.1K
$928K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 24.4% |
$129K - $133K
|
22.7K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.18K- 15.18% |
$127K - $131K
|
40.2K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.94K- 1.32% |
$122K - $126K
|
519K
$9.23M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.93K- 10.26% |
$122K - $126K
|
60.6K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.74K- 7.71% |
$119K - $123K
|
80.7K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.73K- 11.53% |
$119K - $122K
|
51.6K
$919K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.31K- 25.81% |
$111K - $115K
|
18.1K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.62K- 11.01% |
$99.2K - $102K
|
45.4K
$809K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.17K- 1.94% |
$91.3K - $94K
|
261K
$4.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.17K- 2.52% |
$91.2K - $94K
|
200K
$3.56M
|