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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 3.45% |
$19.9K - $20.7K
|
35.7K
$634K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$19.6K - $20.4K
|
1.17K
$20.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$19.5K - $20.3K
|
1.17K
$20.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$17.9K - $18.7K
|
1.07K
$19K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.05K+ 6.57% |
$17.6K - $18.4K
|
17.1K
$304K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.04K+ 0.28% |
$17.4K - $18.1K
|
370K
$6.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 9.58% |
$17K - $17.7K
|
11.6K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
947+ 2.21% |
$15.9K - $16.5K
|
43.7K
$777K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
931New |
$15.6K - $16.2K
|
931
$16.5K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
920+ 219.05% |
$15.4K - $16K
|
1.34K
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
855+ 2.64% |
$14.3K - $14.9K
|
33.2K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
850New |
$14.2K - $14.8K
|
850
$15.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
845+ 2.6% |
$14.1K - $14.7K
|
33.3K
$592K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
840New |
$14.1K - $14.6K
|
840
$14.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
825+ 0.55% |
$13.8K - $14.4K
|
150K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
665+ 0.56% |
$11.1K - $11.6K
|
119K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
595+ 0.32% |
$9.96K - $10.4K
|
187K
$3.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
590New |
$9.88K - $10.3K
|
590
$10.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
568+ 1.94% |
$9.51K - $9.9K
|
29.8K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 3.36% |
$8.37K - $8.72K
|
15.4K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
445+ 2.04% |
$7.45K - $7.76K
|
22.3K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
442+ 1.71% |
$7.4K - $7.7K
|
26.3K
$468K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
400+ 0.3% |
$6.7K - $6.97K
|
135K
$2.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
386+ 2.38% |
$6.46K - $6.73K
|
16.6K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
352New |
$5.89K - $6.14K
|
352
$6.26K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
343+ 0.09% |
$5.74K - $5.98K
|
395K
$7.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
331+ 1.24% |
$5.54K - $5.77K
|
27.1K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
310+ 0.46% |
$5.19K - $5.4K
|
67.8K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
300+ 5.78% |
$5.02K - $5.23K
|
5.49K
$97.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
296+ 111.28% |
$4.96K - $5.16K
|
562
$9.99K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
266+ 0.08% |
$4.45K - $4.64K
|
332K
$5.91M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264New |
$4.42K - $4.6K
|
264
$4.69K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
254+ 1.19% |
$4.25K - $4.43K
|
21.7K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
243+ 1.16% |
$4.07K - $4.24K
|
21.1K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
231+ 1.44% |
$3.87K - $4.03K
|
16.3K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
220New |
$3.68K - $3.83K
|
220
$3.91K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
189+ 1.03% |
$3.16K - $3.29K
|
18.6K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
182+ 0.49% |
$3.05K - $3.17K
|
37.4K
$665K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
149+ 1.96% |
$2.49K - $2.6K
|
7.76K
$138K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
131+ 0.6% |
$2.19K - $2.28K
|
21.8K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
127New |
$2.13K - $2.21K
|
127
$2.26K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126New |
$2.11K - $2.2K
|
126
$2.24K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
111+ 0.96% |
$1.86K - $1.93K
|
11.7K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
99+ 3.51% |
$1.66K - $1.73K
|
2.92K
$51.9K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
92+ 0.44% |
$1.54K - $1.6K
|
21K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
84+ 0.83% |
$1.41K - $1.46K
|
10.2K
$181K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.63% |
$1.24K - $1.29K
|
11.8K
$210K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
73+ 0.13% |
$1.22K - $1.27K
|
56.3K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.07% |
$1.16K - $1.2K
|
92.2K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
63+ 0.32% |
$1.05K - $1.1K
|
19.7K
$349K
|