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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-7.54K- 97.05% |
$130K - $144K
|
229
$4.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.15KClosed |
$123K - $136K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.3KClosed |
$74.1K - $82K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3KClosed |
$51.7K - $57.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.77KClosed |
$47.8K - $52.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.56KClosed |
$44.1K - $48.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.46K- 17.95% |
$42.4K - $47K
|
11.3K
$206K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 74.49% |
$30.2K - $33.4K
|
600
$11K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.59K- 3.74% |
$27.5K - $30.4K
|
41K
$751K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.5KClosed |
$25.9K - $28.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5KClosed |
$25.8K - $28.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.35KClosed |
$23.3K - $25.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-1.14K- 20.94% |
$19.6K - $21.7K
|
4.3K
$78.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.06KClosed |
$18.2K - $20.2K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.33% |
$17.2K - $19.1K
|
29K
$531K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-585- 11.88% |
$10.1K - $11.2K
|
4.34K
$79.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-300Closed |
$5.17K - $5.72K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-300Closed |
$5.17K - $5.72K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-200- 0.17% |
$3.45K - $3.82K
|
116K
$2.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-160- 0.14% |
$2.76K - $3.05K
|
117K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 3.86% |
$190 - $210
|
274
$5.01K
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-485KClosed |
$9.06M - $9.86M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-269KClosed |
$5.02M - $5.46M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-255KClosed |
$4.76M - $5.18M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-200KClosed |
$3.73M - $4.06M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-96KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-82.2KClosed |
$1.53M - $1.67M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-49.9KClosed |
$932K - $1.01M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-31.4KClosed |
$586K - $637K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.6KClosed |
$459K - $500K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-24.2KClosed |
$453K - $493K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-23.5KClosed |
$439K - $477K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14.8KClosed |
$276K - $300K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.7KClosed |
$274K - $299K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10.4KClosed |
$194K - $211K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-6.5K- 25.0% |
$121K - $132K
|
19.5K
$357K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.38KClosed |
$25.8K - $28.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-767Closed |
$14.3K - $15.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-100- 50.0% |
$1.87K - $2.03K
|
100
$1.83K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.96MClosed |
$120M - $123M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-446KClosed |
$8.97M - $9.16M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-87.1KClosed |
$1.75M - $1.79M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-14.7KClosed |
$296K - $303K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.8K- 49.15% |
$217K - $221K
|
11.1K
$204K
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-10.8K- 2.19% |
$217K - $221K
|
479K
$8.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.41KClosed |
$48.5K - $49.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.4KClosed |
$28.2K - $28.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-805- 3.56% |
$16.2K - $16.6K
|
21.8K
$399K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-511Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-487Closed |
$9.81K - $10K
|
0
$0
|
|