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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
62+ 0.17% |
$1.04K - $1.08K
|
35.7K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
47+ 0.12% |
$787 - $819
|
40.5K
$722K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
41+ 0.28% |
$686 - $715
|
14.6K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
40+ 0.13% |
$670 - $697
|
30.9K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27+ 1.96% |
$452 - $471
|
1.4K
$25K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$435 - $453
|
15.7K
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 1.48% |
$301 - $314
|
1.24K
$22.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.25% |
$83.7 - $87.2
|
2.02K
$36.1K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.1% |
$67 - $69.7
|
3.83K
$68.3K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.01% |
$50.2 - $52.3
|
23.9K
$426K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1+ 0.0% |
$16.7 - $17.4
|
69.9K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.23% |
$16.7 - $17.4
|
443
$7.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16- 0.14% |
$268 - $279
|
11.6K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-22- 0.04% |
$368 - $383
|
51.8K
$923K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-31- 0.04% |
$519 - $540
|
70.6K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-42- 0.37% |
$703 - $732
|
11.4K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-55- 0.37% |
$921 - $959
|
14.8K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-56- 0.12% |
$937 - $976
|
48.5K
$864K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-185- 1.49% |
$3.1K - $3.22K
|
12.2K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-196- 1.42% |
$3.28K - $3.42K
|
13.6K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-206- 26.89% |
$3.45K - $3.59K
|
560
$9.98K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-240- 0.78% |
$4.02K - $4.18K
|
30.4K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-250- 2.84% |
$4.19K - $4.36K
|
8.57K
$153K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-263- 1.69% |
$4.4K - $4.58K
|
15.3K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-277- 18.37% |
$4.64K - $4.83K
|
1.23K
$21.9K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-400- 0.78% |
$6.7K - $6.97K
|
50.8K
$905K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-420- 23.86% |
$7.03K - $7.32K
|
1.34K
$23.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-475- 17.97% |
$7.95K - $8.28K
|
2.17K
$38.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-478- 77.1% |
$8K - $8.33K
|
142
$2.53K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-516- 1.0% |
$8.64K - $8.99K
|
51K
$909K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-540- 0.95% |
$9.04K - $9.41K
|
56.1K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-628- 0.22% |
$10.5K - $10.9K
|
289K
$5.15M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-635- 2.29% |
$10.6K - $11.1K
|
27.1K
$484K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-638- 1.08% |
$10.7K - $11.1K
|
58.3K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-700- 1.93% |
$11.7K - $12.2K
|
35.6K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-734- 1.28% |
$12.3K - $12.8K
|
56.6K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-765- 0.85% |
$12.8K - $13.3K
|
88.8K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-780- 13.92% |
$13.1K - $13.6K
|
4.83K
$86K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-850- 3.63% |
$14.2K - $14.8K
|
22.6K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-965- 5.5% |
$16.2K - $16.8K
|
16.6K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-995- 0.35% |
$16.7K - $17.3K
|
280K
$5M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.12K- 9.97% |
$18.7K - $19.5K
|
10.1K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 0.73% |
$19.6K - $20.4K
|
159K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.21K- 1.01% |
$20.3K - $21.1K
|
119K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1.24K- 6.45% |
$20.8K - $21.6K
|
18K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.27K- 2.95% |
$21.3K - $22.2K
|
41.9K
$748K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.33K- 4.18% |
$22.2K - $23.1K
|
30.4K
$542K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.42K- 2.6% |
$23.7K - $24.7K
|
53K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.48K- 17.53% |
$24.7K - $25.7K
|
6.94K
$124K
|