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
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.5K- 10.21% |
$25.2K - $26.2K
|
13.2K
$236K
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.53K- 2.82% |
$25.6K - $26.7K
|
52.7K
$939K
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.71K- 2.98% |
$28.7K - $29.8K
|
55.7K
$994K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 5.84% |
$29.3K - $30.5K
|
28.2K
$503K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.03K- 9.71% |
$34K - $35.4K
|
18.9K
$336K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.14K- 4.5% |
$35.8K - $37.3K
|
45.4K
$810K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.18K- 4.72% |
$36.5K - $38K
|
44K
$785K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-2.26K- 3.21% |
$37.7K - $39.3K
|
68K
$1.21M
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.36K- 8.75% |
$39.5K - $41.2K
|
24.6K
$439K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 8.77% |
$40.2K - $41.8K
|
25K
$445K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.46K- 1.92% |
$41.2K - $42.9K
|
125K
$2.24M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.46K- 18.44% |
$41.2K - $42.9K
|
10.9K
$194K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-2.6K- 2.95% |
$43.6K - $45.4K
|
85.7K
$1.53M
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.71K- 10.52% |
$45.3K - $47.2K
|
23K
$411K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.76K- 4.85% |
$46.2K - $48.1K
|
54.2K
$966K
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.1K- 2.83% |
$51.8K - $54K
|
106K
$1.9M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.18K- 13.78% |
$53.3K - $55.5K
|
19.9K
$355K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-3.37K- 2.0% |
$56.4K - $58.7K
|
165K
$2.95M
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.43K- 20.62% |
$57.5K - $59.9K
|
13.2K
$236K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.44K- 0.83% |
$57.5K - $59.9K
|
411K
$7.32M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.75K- 2.37% |
$62.7K - $65.3K
|
155K
$2.76M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.84K- 5.61% |
$64.3K - $67K
|
64.6K
$1.15M
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-4.07K- 2.2% |
$68.1K - $71K
|
181K
$3.22M
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.22K- 20.54% |
$70.6K - $73.5K
|
16.3K
$291K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.27K- 10.67% |
$71.4K - $74.4K
|
35.7K
$637K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.27K- 85.48% |
$71.5K - $74.5K
|
726
$12.9K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.38K- 11.78% |
$73.3K - $76.4K
|
32.8K
$585K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.62K- 25.67% |
$77.3K - $80.5K
|
13.4K
$239K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5K- 17.12% |
$83.7K - $87.1K
|
24.2K
$431K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.14K- 2.28% |
$86K - $89.5K
|
221K
$3.93M
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5.22K- 2.51% |
$87.3K - $90.9K
|
203K
$3.61M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.61K- 23.54% |
$93.9K - $97.8K
|
18.2K
$325K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.65K- 29.32% |
$94.5K - $98.4K
|
13.6K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.29K- 7.21% |
$105K - $110K
|
81K
$1.44M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.72K- 8.58% |
$113K - $117K
|
71.6K
$1.28M
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.9K- 27.68% |
$116K - $120K
|
18K
$321K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.46K- 10.14% |
$125K - $130K
|
66.1K
$1.18M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-7.72K- 7.24% |
$129K - $135K
|
99K
$1.76M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.43K- 99.54% |
$141K - $147K
|
39
$695
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.76K- 5.84% |
$147K - $153K
|
141K
$2.52M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-8.88K- 23.25% |
$149K - $155K
|
29.3K
$523K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.48K- 21.68% |
$159K - $165K
|
34.3K
$611K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.5K- 13.65% |
$176K - $184K
|
66.6K
$1.19M
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-11.5K- 36.79% |
$192K - $200K
|
19.7K
$351K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-12K- 26.99% |
$201K - $209K
|
32.5K
$579K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.7K- 24.9% |
$212K - $221K
|
38.2K
$681K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-13K- 33.77% |
$217K - $226K
|
25.5K
$454K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15K- 19.46% |
$250K - $261K
|
61.9K
$1.1M
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-15.7K- 7.14% |
$263K - $273K
|
204K
$3.64M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-15.7K- 10.62% |
$263K - $273K
|
132K
$2.35M
|