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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.1K- 36.79% |
$238K - $245K
|
24.2K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 1.07% |
$249K - $256K
|
1.35M
$24M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-14.9K- 5.71% |
$253K - $260K
|
247K
$4.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.8K- 30.13% |
$267K - $275K
|
36.5K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-18.6KClosed |
$316K - $324K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 35.08% |
$339K - $349K
|
37K
$658K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21.5K- 3.08% |
$364K - $374K
|
675K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22.4K- 10.34% |
$379K - $390K
|
194K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 10.29% |
$389K - $400K
|
200K
$3.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.3K- 64.71% |
$412K - $424K
|
13.3K
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-25.3K- 77.94% |
$429K - $441K
|
7.16K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26.6K- 52.32% |
$450K - $463K
|
24.2K
$430K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27K- 0.81% |
$457K - $470K
|
3.31M
$58.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.8K- 23.44% |
$471K - $484K
|
90.7K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-28.9K- 37.28% |
$490K - $504K
|
48.7K
$865K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-29.3K- 47.28% |
$497K - $511K
|
32.7K
$580K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.4K- 2.97% |
$498K - $512K
|
959K
$17M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-35.9K- 33.78% |
$609K - $626K
|
70.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.1K- 4.96% |
$613K - $630K
|
693K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-37.6K- 67.64% |
$638K - $656K
|
18K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-39.7K- 36.82% |
$674K - $693K
|
68.2K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.7K- 7.36% |
$725K - $745K
|
538K
$9.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67K- 15.77% |
$1.14M - $1.17M
|
358K
$6.36M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.4K- 21.63% |
$1.18M - $1.21M
|
252K
$4.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-78.4K- 2.4% |
$1.33M - $1.37M
|
3.18M
$56.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.5K- 16.31% |
$1.45M - $1.49M
|
439K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-91.1K- 5.04% |
$1.55M - $1.59M
|
1.72M
$30.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-101K- 23.41% |
$1.72M - $1.77M
|
331K
$5.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-113K- 17.49% |
$1.91M - $1.96M
|
531K
$9.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-122K- 6.8% |
$2.07M - $2.12M
|
1.67M
$29.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-204K- 21.08% |
$3.47M - $3.56M
|
765K
$13.6M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-225K- 22.7% |
$3.81M - $3.92M
|
765K
$13.6M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-230K- 85.17% |
$3.9M - $4.01M
|
40K
$711K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-258K- 51.61% |
$4.38M - $4.51M
|
242K
$4.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-316K- 96.45% |
$5.36M - $5.51M
|
11.7K
$207K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-322K- 0.68% |
$5.45M - $5.61M
|
47.1M
$838M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-322K- 0.68% |
$5.45M - $5.61M
|
47.1M
$838M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-385K- 19.74% |
$6.52M - $6.71M
|
1.56M
$27.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-443K- 88.34% |
$7.52M - $7.73M
|
58.5K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-453K- 57.77% |
$7.68M - $7.89M
|
331K
$5.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-477K- 91.84% |
$8.08M - $8.31M
|
42.4K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-818K- 52.46% |
$13.9M - $14.3M
|
742K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1M- 5.75% |
$17M - $17.4M
|
16.4M
$292M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22M- 75.88% |
$20.6M - $21.2M
|
387K
$6.87M
|