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 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-41- 0.17% |
$724 - $745
|
23.5K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-40- 1.84% |
$706 - $727
|
2.13K
$37.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-30- 0.23% |
$530 - $545
|
12.9K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.11% |
$477 - $491
|
24K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-11- 0.06% |
$194 - $200
|
19.9K
$354K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17M- 38.41% |
$37.6M - $39.5M
|
3.47M
$61.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.02M- 9.55% |
$17.8M - $18.7M
|
9.7M
$172M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-329K- 9.96% |
$5.71M - $6M
|
2.98M
$53M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-265K- 67.84% |
$4.59M - $4.82M
|
125K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69.5K- 15.33% |
$1.21M - $1.27M
|
384K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53K- 20.63% |
$920K - $966K
|
204K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.4K- 0.67% |
$649K - $681K
|
5.52M
$98.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 9.64% |
$334K - $351K
|
181K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 26.47% |
$314K - $329K
|
50.2K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-11.5K- 4.35% |
$200K - $210K
|
254K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.9K- 24.56% |
$190K - $199K
|
33.6K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-10.6K- 3.02% |
$184K - $194K
|
341K
$6.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.13K- 29.11% |
$158K - $166K
|
22.2K
$395K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-8.12K- 3.29% |
$141K - $148K
|
239K
$4.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.55K- 6.39% |
$96.2K - $101K
|
81.2K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.34K- 9.4% |
$92.7K - $97.3K
|
51.5K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.53K- 3.78% |
$78.5K - $82.4K
|
115K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.22K- 23.74% |
$73.2K - $76.9K
|
13.6K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 0.6% |
$69.2K - $72.6K
|
658K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.7K- 96.73% |
$64.2K - $67.4K
|
125
$2.22K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.08K- 4.61% |
$53.5K - $56.2K
|
63.8K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.98K- 7.52% |
$51.8K - $54.4K
|
36.7K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.66K- 44.29% |
$28.7K - $30.2K
|
2.08K
$37K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.65K- 10.75% |
$28.7K - $30.1K
|
13.7K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.53K- 6.04% |
$26.5K - $27.9K
|
23.8K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.51K- 6.12% |
$26.2K - $27.5K
|
23.2K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.37K- 9.05% |
$23.8K - $24.9K
|
13.8K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 0.78% |
$21.5K - $22.6K
|
157K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-996- 3.15% |
$17.3K - $18.1K
|
30.6K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-953- 1.05% |
$16.5K - $17.4K
|
89.8K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-770- 4.97% |
$13.4K - $14K
|
14.7K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-700- 50.0% |
$12.1K - $12.8K
|
700
$12.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-592- 5.11% |
$10.3K - $10.8K
|
11K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-337- 6.98% |
$5.85K - $6.14K
|
4.49K
$79.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-293- 0.07% |
$5.08K - $5.34K
|
438K
$7.78M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-207- 26.99% |
$3.59K - $3.77K
|
560
$9.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-136- 0.54% |
$2.36K - $2.48K
|
25K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.5% |
$1.74K - $1.82K
|
19.9K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 0.13% |
$694 - $729
|
29.9K
$532K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 0.42% |
$69.4 - $72.9
|
938
$16.7K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67K- 15.77% |
$1.14M - $1.17M
|
358K
$6.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-39.7K- 36.82% |
$674K - $693K
|
68.2K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-37.6K- 67.64% |
$638K - $656K
|
18K
$320K
|
|