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 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
6.38K+ 1.85% |
$108K - $111K
|
352K
$6.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.87K+ 10.92% |
$99.5K - $102K
|
59.6K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.76K+ 7.11% |
$97.7K - $100K
|
86.7K
$1.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.99K+ 21.94% |
$84.5K - $86.9K
|
27.7K
$494K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.92K+ 2.45% |
$83.4K - $85.7K
|
206K
$3.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.61K+ 39.73% |
$78.2K - $80.4K
|
16.2K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.6K+ 1.41% |
$78K - $80.2K
|
330K
$5.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.55K+ 5.94% |
$77.2K - $79.4K
|
81.2K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.41K+ 9.06% |
$74.7K - $76.9K
|
53K
$946K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.3K+ 2.38% |
$72.9K - $74.9K
|
185K
$3.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.26K+ 5.44% |
$72.2K - $74.2K
|
82.5K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.07K+ 7.99% |
$69K - $71K
|
55K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.75K+ 2639.44% |
$63.6K - $65.4K
|
3.89K
$69.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 0.95% |
$55K - $56.5K
|
343K
$6.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.15K+ 8.82% |
$53.4K - $54.9K
|
38.8K
$692K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.09K+ 3.04% |
$52.4K - $53.9K
|
105K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.96K+ 16.97% |
$50.1K - $51.6K
|
20.4K
$363K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.81KNew |
$47.7K - $49.1K
|
2.81K
$50.2K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.63KNew |
$44.7K - $45.9K
|
2.63K
$47K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.57K+ 0.69% |
$43.6K - $44.8K
|
374K
$6.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.28K+ 10.39% |
$38.6K - $39.7K
|
24.2K
$432K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.81K+ 0.84% |
$30.7K - $31.6K
|
217K
$3.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.51K+ 2.79% |
$25.7K - $26.4K
|
55.7K
$993K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.5KNew |
$25.4K - $26.2K
|
1.5K
$26.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.48KNew |
$25K - $25.7K
|
1.48K
$26.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.47KNew |
$24.9K - $25.6K
|
1.47K
$26.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.44K+ 117.06% |
$24.4K - $25.1K
|
2.67K
$47.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.27K+ 1.21% |
$21.5K - $22.1K
|
106K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.23K+ 4.55% |
$20.9K - $21.5K
|
28.3K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 0.9% |
$20.8K - $21.4K
|
137K
$2.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 0.76% |
$20K - $20.6K
|
156K
$2.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.09K+ 0.65% |
$18.5K - $19K
|
170K
$3.02M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 0.09% |
$17.4K - $17.9K
|
1.14M
$20.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1K+ 85.32% |
$17K - $17.4K
|
2.17K
$38.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1K+ 9.17% |
$17K - $17.4K
|
11.9K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
983+ 5.48% |
$16.7K - $17.1K
|
18.9K
$338K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
961+ 1.25% |
$16.3K - $16.8K
|
78.1K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
960+ 4.4% |
$16.3K - $16.7K
|
22.8K
$407K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
860New |
$14.6K - $15K
|
860
$15.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
848+ 6.08% |
$14.4K - $14.8K
|
14.8K
$264K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
823New |
$14K - $14.4K
|
823
$14.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
794+ 2.61% |
$13.5K - $13.8K
|
31.2K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
560+ 66.67% |
$9.5K - $9.77K
|
1.4K
$25K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
520+ 0.44% |
$8.82K - $9.07K
|
120K
$2.13M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
475New |
$8.06K - $8.28K
|
475
$8.47K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
458+ 0.71% |
$7.77K - $7.99K
|
65.1K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
418+ 1.54% |
$7.09K - $7.29K
|
27.5K
$491K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
380New |
$6.44K - $6.63K
|
380
$6.78K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
369New |
$6.26K - $6.44K
|
369
$6.58K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 1.23% |
$5.68K - $5.84K
|
27.5K
$491K
|