Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10.4K+ 7.83% |
$180K - $189K
|
143K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 7.19% |
$179K - $188K
|
154K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$179K - $188K
|
10.3K
$184K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3KNew |
$178K - $187K
|
10.3K
$183K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$177K - $186K
|
10.2K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1KNew |
$176K - $185K
|
10.1K
$181K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.1KNew |
$175K - $184K
|
10.1K
$180K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
9.56KNew |
$166K - $174K
|
9.56K
$170K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.39K+ 230.2% |
$163K - $171K
|
13.5K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.32K+ 3.26% |
$162K - $170K
|
295K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.06K+ 9.12% |
$157K - $165K
|
108K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9.02K+ 2.85% |
$157K - $164K
|
326K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.76K+ 13.34% |
$152K - $160K
|
74.4K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8.45K+ 2.55% |
$147K - $154K
|
340K
$6.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7.89K+ 5.67% |
$137K - $144K
|
147K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.85K+ 5.04% |
$136K - $143K
|
164K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.79K+ 2.27% |
$135K - $142K
|
351K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.61K+ 2.34% |
$132K - $139K
|
333K
$5.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.25K+ 57.35% |
$126K - $132K
|
19.9K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.22K+ 9.12% |
$125K - $132K
|
86.4K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.1K+ 0.81% |
$123K - $129K
|
882K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.94K+ 5.03% |
$120K - $127K
|
145K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.85K+ 40.86% |
$119K - $125K
|
23.6K
$421K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.47K+ 4.28% |
$112K - $118K
|
158K
$2.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.46K+ 3.81% |
$112K - $118K
|
176K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.97K+ 11.26% |
$104K - $109K
|
59K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.69K+ 5.01% |
$98.6K - $104K
|
119K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.48K+ 4.01% |
$95.1K - $99.9K
|
142K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.21K+ 0.77% |
$90.5K - $95K
|
681K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.9K+ 1.87% |
$85.1K - $89.4K
|
267K
$4.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.83K+ 1.13% |
$83.8K - $88K
|
431K
$7.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.74K+ 4.53% |
$82.3K - $86.4K
|
109K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.37K+ 1.47% |
$75.7K - $79.5K
|
301K
$5.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.15K+ 7.3% |
$72K - $75.6K
|
61K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 552.34% |
$69.6K - $73.1K
|
4.74K
$84.4K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 8.9% |
$69K - $72.5K
|
48.7K
$868K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67K+ 32.76% |
$63.7K - $66.8K
|
14.9K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.58K+ 28.67% |
$62.1K - $65.2K
|
16.1K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46KNew |
$60.1K - $63.1K
|
3.46K
$61.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.34K+ 13.97% |
$58K - $60.9K
|
27.3K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.27K+ 1.07% |
$56.7K - $59.6K
|
310K
$5.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.14K+ 13.48% |
$54.5K - $57.2K
|
26.4K
$471K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.87K+ 1.81% |
$49.9K - $52.4K
|
162K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.86K+ 17.89% |
$49.6K - $52.1K
|
18.9K
$336K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.76K+ 8.97% |
$47.9K - $50.3K
|
33.6K
$598K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 5.79% |
$46.3K - $48.6K
|
48.8K
$869K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.66K+ 4.84% |
$46.2K - $48.5K
|
57.7K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.24K+ 2.12% |
$38.8K - $40.8K
|
108K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.19K+ 0.67% |
$37.9K - $39.8K
|
327K
$5.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 0.59% |
$37.1K - $39K
|
366K
$6.53M
|