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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.55K- 2.62% |
$60.2K - $61.9K
|
132K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.66K- 2.46% |
$62K - $63.7K
|
145K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.71K- 5.17% |
$62.9K - $64.7K
|
67.9K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-3.82K- 9.43% |
$64.8K - $66.6K
|
36.7K
$653K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.97K- 1.95% |
$67.4K - $69.3K
|
200K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.61K- 21.93% |
$78.2K - $80.4K
|
16.4K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.69K- 16.63% |
$79.6K - $81.8K
|
23.5K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.76K- 1.2% |
$80.7K - $83K
|
390K
$6.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.9K- 7.42% |
$83.1K - $85.5K
|
61.2K
$1.09M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.13K- 31.04% |
$87K - $89.5K
|
11.4K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.15K- 8.19% |
$87.3K - $89.8K
|
57.7K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.27K- 8.48% |
$89.4K - $91.9K
|
56.9K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.49K- 1.66% |
$93K - $95.7K
|
325K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.64K- 30.01% |
$95.7K - $98.4K
|
13.2K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-6K- 33.33% |
$102K - $105K
|
12K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 0.37% |
$104K - $107K
|
1.66M
$29.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.27K- 10.53% |
$106K - $109K
|
53.3K
$950K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.29K- 8.36% |
$107K - $110K
|
68.9K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.38K- 1.72% |
$108K - $111K
|
364K
$6.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.48K- 0.74% |
$110K - $113K
|
875K
$15.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.63K- 8.37% |
$113K - $116K
|
72.7K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6.79K- 12.19% |
$115K - $118K
|
48.9K
$872K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.81K- 2.05% |
$116K - $119K
|
326K
$5.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.36K- 39.66% |
$125K - $128K
|
11.2K
$200K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.53K- 5.71% |
$128K - $131K
|
124K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.94K- 6.33% |
$135K - $138K
|
118K
$2.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.1K- 31.82% |
$137K - $141K
|
17.4K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-8.36K- 18.99% |
$142K - $146K
|
35.7K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 32.31% |
$145K - $149K
|
17.9K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.62K- 47.26% |
$146K - $150K
|
9.62K
$171K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-8.71K- 2.52% |
$148K - $152K
|
337K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.81K- 1.31% |
$149K - $154K
|
661K
$11.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.98K- 45.71% |
$152K - $157K
|
10.7K
$190K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.05K- 30.37% |
$154K - $158K
|
20.8K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.09K- 2.55% |
$154K - $158K
|
348K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9.18K- 23.43% |
$156K - $160K
|
30K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-9.39K- 7.56% |
$159K - $164K
|
115K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.57K- 9.74% |
$162K - $167K
|
88.6K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.76K- 9.64% |
$165K - $170K
|
91.4K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-10.2K- 28.74% |
$173K - $178K
|
25.3K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11K- 7.84% |
$186K - $191K
|
129K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.1K- 49.32% |
$188K - $193K
|
11.4K
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-11.2K- 16.08% |
$191K - $196K
|
58.6K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.7K- 17.41% |
$216K - $222K
|
60.4K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-12.8K- 24.81% |
$218K - $224K
|
38.9K
$694K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-13.1K- 6.98% |
$222K - $228K
|
174K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-13.3K- 15.49% |
$225K - $232K
|
72.4K
$1.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-13.5K- 8.22% |
$229K - $236K
|
151K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-13.6K- 31.16% |
$231K - $237K
|
30.1K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-13.9K- 23.91% |
$237K - $243K
|
44.4K
$791K
|