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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
322+ 2.96% |
$5.46K - $5.62K
|
11.2K
$200K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
237+ 1.45% |
$4.02K - $4.13K
|
16.5K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
208+ 0.77% |
$3.53K - $3.63K
|
27.4K
$488K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
207+ 36.96% |
$3.51K - $3.61K
|
767
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
207+ 0.83% |
$3.51K - $3.61K
|
25.2K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
200New |
$3.39K - $3.49K
|
200
$3.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
196+ 0.06% |
$3.32K - $3.42K
|
333K
$5.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
193+ 3.51% |
$3.27K - $3.37K
|
5.68K
$101K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
188+ 0.42% |
$3.19K - $3.28K
|
45.4K
$809K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
184+ 0.87% |
$3.12K - $3.21K
|
21.3K
$380K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
173+ 1.42% |
$2.93K - $3.02K
|
12.4K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
161+ 0.82% |
$2.73K - $2.81K
|
19.9K
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.69% |
$2.59K - $2.67K
|
22.5K
$400K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
151New |
$2.56K - $2.63K
|
151
$2.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
107New |
$1.81K - $1.87K
|
107
$1.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
98+ 0.54% |
$1.66K - $1.71K
|
18.1K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
62+ 0.36% |
$1.05K - $1.08K
|
17.2K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
58+ 0.1% |
$984 - $1.01K
|
56.1K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
47+ 0.46% |
$797 - $820
|
10.2K
$183K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.05% |
$729 - $750
|
92.3K
$1.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
42+ 1.44% |
$712 - $732
|
2.96K
$52.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 0.3% |
$695 - $715
|
13.7K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
32+ 0.06% |
$543 - $558
|
56.4K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.21% |
$509 - $523
|
14.6K
$261K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
30+ 0.26% |
$509 - $523
|
11.7K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
30+ 0.02% |
$509 - $523
|
135K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
29+ 0.12% |
$492 - $506
|
24.7K
$440K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
26+ 0.2% |
$441 - $453
|
12.8K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$407 - $419
|
24
$428
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$322 - $331
|
15.8K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 2.93% |
$220 - $227
|
456
$8.13K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.89% |
$187 - $192
|
1.25K
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.02% |
$67.8 - $69.8
|
26.3K
$470K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.15% |
$50.9 - $52.3
|
2.03K
$36.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.05% |
$33.9 - $34.9
|
3.83K
$68.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-33- 0.22% |
$560 - $576
|
15.3K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-54- 0.04% |
$916 - $942
|
133K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-60- 10.17% |
$1.02K - $1.05K
|
530
$9.45K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 0.79% |
$1.7K - $1.74K
|
12.5K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-100- 1.29% |
$1.7K - $1.74K
|
7.66K
$137K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-101- 0.43% |
$1.71K - $1.76K
|
23.6K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-110- 0.07% |
$1.87K - $1.92K
|
165K
$2.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 0.44% |
$2.51K - $2.58K
|
33.4K
$596K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-172- 1.47% |
$2.92K - $3K
|
11.5K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-204- 1.23% |
$3.46K - $3.56K
|
16.3K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-219- 0.02% |
$3.71K - $3.82K
|
1.38M
$24.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-269- 1.11% |
$4.56K - $4.69K
|
23.9K
$427K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-279- 0.23% |
$4.73K - $4.87K
|
119K
$2.12M
|