Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.62MNew |
$44.4M - $45.7M
|
2.62M
$46.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.35MNew |
$22.9M - $23.6M
|
1.35M
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
468K+ 50.2% |
$7.94M - $8.17M
|
1.4M
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
467K+ 2154.79% |
$7.91M - $8.14M
|
488K
$8.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
380K+ 1275.08% |
$6.45M - $6.63M
|
410K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
374K+ 3.32% |
$6.35M - $6.53M
|
11.7M
$207M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
362K+ 3.45% |
$6.14M - $6.31M
|
10.8M
$193M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
331K+ 150.3% |
$5.62M - $5.78M
|
552K
$9.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 4.84% |
$4.41M - $4.54M
|
5.64M
$100M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
191K+ 172.23% |
$3.23M - $3.32M
|
301K
$5.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
183KNew |
$3.1M - $3.19M
|
183K
$3.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168K+ 12.93% |
$2.84M - $2.92M
|
1.46M
$26M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
163K+ 61.95% |
$2.76M - $2.83M
|
425K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
162K+ 156.74% |
$2.74M - $2.82M
|
265K
$4.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
158K+ 2.93% |
$2.68M - $2.76M
|
5.55M
$98.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
151KNew |
$2.56M - $2.64M
|
151K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
129K+ 28.34% |
$2.2M - $2.26M
|
586K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
110K+ 242.66% |
$1.87M - $1.92M
|
156K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
106K+ 70.59% |
$1.8M - $1.86M
|
257K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105K+ 4.91% |
$1.78M - $1.83M
|
2.24M
$39.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
105K+ 42.16% |
$1.77M - $1.82M
|
353K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
98.7K+ 0.93% |
$1.67M - $1.72M
|
10.7M
$190M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91.9K+ 5.32% |
$1.56M - $1.6M
|
1.82M
$32.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
91.3K+ 478.58% |
$1.55M - $1.59M
|
110K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
75.9KNew |
$1.29M - $1.32M
|
75.9K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
68.6K+ 23.47% |
$1.16M - $1.2M
|
361K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
68.3KNew |
$1.16M - $1.19M
|
68.3K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67.5K+ 20.37% |
$1.14M - $1.18M
|
399K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.4K+ 14.42% |
$1.01M - $1.04M
|
471K
$8.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
55.1K+ 8.28% |
$934K - $960K
|
720K
$12.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.7KNew |
$860K - $884K
|
50.7K
$901K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48.8K+ 9.64% |
$827K - $851K
|
554K
$9.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
45.9K+ 25.13% |
$778K - $800K
|
228K
$4.06M
|
|
|
Sep 05, 2024
Q2 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
45.9K+ 25.13% |
$778K - $800K
|
228K
$4.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
43.3K+ 10.57% |
$735K - $756K
|
453K
$8.05M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
41.2K+ 56.57% |
$699K - $718K
|
114K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.8K+ 143.03% |
$675K - $694K
|
67.7K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
39.7KNew |
$673K - $692K
|
39.7K
$704K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39.1K+ 13.64% |
$663K - $681K
|
325K
$5.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.1K+ 3.0% |
$646K - $664K
|
1.31M
$23.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36.4K+ 2.54% |
$618K - $635K
|
1.47M
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
36K+ 35.75% |
$611K - $628K
|
137K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.1K+ 32.31% |
$595K - $612K
|
144K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
34.8KNew |
$589K - $606K
|
34.8K
$617K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.4K+ 9.11% |
$566K - $582K
|
400K
$7.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
30.8KNew |
$522K - $537K
|
30.8K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
29.9KNew |
$507K - $522K
|
29.9K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.6K+ 108.36% |
$501K - $516K
|
56.8K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
29.2K+ 10.13% |
$495K - $508K
|
317K
$5.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
28.9K+ 31.55% |
$490K - $504K
|
120K
$2.14M
|