Purchases and Sales Made in Q1 2024 in First Tr Pfd Secs & Income ETF (FPE)
This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR PFD SECS & INCOME ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
10.2KNew |
$171K - $178K
|
10.2K
$182K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10KNew |
$168K - $175K
|
10K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.14K+ 50.36% |
$153K - $159K
|
27.3K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.85KNew |
$148K - $154K
|
8.85K
$158K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.72K+ 5.77% |
$146K - $152K
|
160K
$2.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8.58K+ 2.59% |
$144K - $150K
|
340K
$6.07M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
7.94K+ 67.7% |
$133K - $138K
|
19.7K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7.41K+ 0.76% |
$124K - $129K
|
988K
$17.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.29K+ 5.68% |
$122K - $127K
|
136K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.27K+ 7.17% |
$122K - $127K
|
109K
$1.94M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
7.06K+ 2.53% |
$118K - $123K
|
286K
$5.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.15K+ 2.18% |
$103K - $107K
|
288K
$5.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.13K+ 5.98% |
$103K - $107K
|
109K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.59K+ 51.11% |
$93.6K - $97.4K
|
16.5K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.27K+ 39.67% |
$88.3K - $91.9K
|
18.6K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.23K+ 6.86% |
$87.5K - $91.1K
|
81.4K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.92K+ 4.78% |
$82.4K - $85.8K
|
108K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.88K+ 26.04% |
$65K - $67.7K
|
18.8K
$335K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 4.29% |
$63K - $65.6K
|
91.5K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.75K+ 5.25% |
$62.8K - $65.4K
|
75.2K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.74K+ 12.55% |
$62.6K - $65.2K
|
33.6K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.57K+ 1.88% |
$59.8K - $62.2K
|
194K
$3.45M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.52K+ 24.41% |
$59K - $61.4K
|
18K
$320K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.36K+ 4.48% |
$56.2K - $58.5K
|
78.2K
$1.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.3K+ 1.01% |
$55.2K - $57.5K
|
330K
$5.89M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.2K+ 0.3% |
$53.5K - $55.7K
|
1.06M
$18.8M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.15K+ 468.05% |
$52.7K - $54.9K
|
3.82K
$68.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.13K+ 0.95% |
$52.3K - $54.5K
|
333K
$5.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
3.08K+ 1.22% |
$51.6K - $53.7K
|
255K
$4.55M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.01KNew |
$50.5K - $52.5K
|
3.01K
$53.7K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.71K+ 3.66% |
$45.3K - $47.2K
|
76.7K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.69K+ 3.62% |
$45.1K - $46.9K
|
77.2K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.55KNew |
$42.6K - $44.4K
|
2.55K
$45.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 16.43% |
$42.2K - $43.9K
|
17.8K
$318K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.32K+ 11.52% |
$38.8K - $40.4K
|
22.5K
$400K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.29K+ 1.37% |
$38.4K - $39.9K
|
170K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.23K+ 0.6% |
$37.3K - $38.9K
|
371K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.14K+ 0.77% |
$35.8K - $37.3K
|
279K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.06K+ 7.44% |
$34.6K - $36K
|
29.8K
$531K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.05KNew |
$34.3K - $35.7K
|
2.05K
$36.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$33.5K - $34.9K
|
2K
$35.7K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.88K+ 1.54% |
$31.5K - $32.8K
|
124K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.83K+ 12.45% |
$30.6K - $31.9K
|
16.5K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 9.87% |
$28.4K - $29.6K
|
18.9K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$28.3K - $29.4K
|
1.69K
$30.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.68K+ 0.52% |
$28.1K - $29.2K
|
321K
$5.72M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.66K+ 1.67% |
$27.9K - $29K
|
101K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 4.44% |
$27.2K - $28.3K
|
38.3K
$682K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.51K+ 3.38% |
$25.2K - $26.2K
|
46.1K
$822K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.32K+ 0.62% |
$22.1K - $23K
|
215K
$3.83M
|