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
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-300- 2.14% |
$5.09K - $5.23K
|
13.7K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-340- 0.32% |
$5.77K - $5.93K
|
105K
$1.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-350- 1.13% |
$5.94K - $6.1K
|
30.5K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-356- 2.25% |
$6.04K - $6.21K
|
15.5K
$275K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-357- 0.52% |
$6.05K - $6.23K
|
67.7K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-456- 1.5% |
$7.73K - $7.95K
|
29.9K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-540- 3.66% |
$9.16K - $9.42K
|
14.2K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-550- 13.75% |
$9.33K - $9.59K
|
3.45K
$61.3K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-586- 4.39% |
$9.94K - $10.2K
|
12.7K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-641- 3.85% |
$10.9K - $11.2K
|
16K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-661- 5.59% |
$11.2K - $11.5K
|
11.2K
$198K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-703- 0.27% |
$11.9K - $12.3K
|
262K
$4.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-710- 0.25% |
$12K - $12.4K
|
280K
$4.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-741- 0.46% |
$12.6K - $12.9K
|
159K
$2.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-851- 1.26% |
$14.4K - $14.8K
|
66.9K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-856- 2.58% |
$14.5K - $14.9K
|
32.4K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-915- 0.57% |
$15.5K - $16K
|
158K
$2.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.03K- 1.54% |
$17.4K - $17.9K
|
65.6K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.08K- 4.67% |
$18.2K - $18.8K
|
22K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.16K- 1.64% |
$19.6K - $20.1K
|
69.4K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.17K- 0.08% |
$19.8K - $20.4K
|
1.39M
$24.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.18K- 7.25% |
$20K - $20.6K
|
15.1K
$269K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.3K- 6.79% |
$22K - $22.6K
|
17.8K
$316K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.32K- 2.89% |
$22.5K - $23.1K
|
44.5K
$791K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.43K- 7.25% |
$24.2K - $24.9K
|
18.2K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.58K- 44.13% |
$26.8K - $27.6K
|
2K
$35.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 12.42% |
$27.9K - $28.7K
|
11.6K
$206K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.69K- 5.08% |
$28.7K - $29.5K
|
31.6K
$562K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.73K- 10.69% |
$29.4K - $30.2K
|
14.5K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.8K- 6.14% |
$30.5K - $31.4K
|
27.5K
$489K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.82K- 5.48% |
$30.8K - $31.7K
|
31.4K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-1.86K- 3.29% |
$31.5K - $32.4K
|
54.7K
$973K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.93K- 1.29% |
$32.7K - $33.6K
|
148K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.08K- 0.6% |
$35.3K - $36.3K
|
343K
$6.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.25K- 2.76% |
$38.1K - $39.2K
|
79.2K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-2.29K- 4.35% |
$38.8K - $39.9K
|
50.4K
$895K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.32K- 4.82% |
$39.3K - $40.5K
|
45.8K
$814K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 4.87% |
$40K - $41.2K
|
46.1K
$819K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.48K- 7.66% |
$42K - $43.2K
|
29.9K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.52K- 5.77% |
$42.8K - $44K
|
41.2K
$732K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.57K- 7.19% |
$43.6K - $44.8K
|
33.1K
$589K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.6K- 10.89% |
$44.1K - $45.3K
|
21.3K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 14.46% |
$46.4K - $47.7K
|
16.2K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.74K- 8.27% |
$46.5K - $47.8K
|
30.4K
$540K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.75K- 32.05% |
$46.6K - $47.9K
|
5.82K
$103K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2.77K- 6.01% |
$47K - $48.3K
|
43.3K
$770K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.06K- 2.17% |
$51.9K - $53.3K
|
138K
$2.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.2K- 46.13% |
$54.3K - $55.8K
|
3.74K
$66.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.23K- 17.1% |
$54.7K - $56.3K
|
15.6K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.44K- 8.21% |
$58.4K - $60K
|
38.5K
$684K
|