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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 4.06% |
$1.74K - $1.82K
|
2.56K
$45.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
93+ 0.57% |
$1.61K - $1.69K
|
16.5K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
86+ 3.31% |
$1.49K - $1.57K
|
2.69K
$47.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
83+ 0.18% |
$1.44K - $1.51K
|
45.5K
$810K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81+ 0.21% |
$1.41K - $1.48K
|
39K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
69+ 0.31% |
$1.2K - $1.26K
|
22K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
64+ 0.63% |
$1.11K - $1.17K
|
10.3K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 0.26% |
$1.08K - $1.13K
|
24.3K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51+ 0.2% |
$885 - $929
|
25.3K
$451K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
43+ 1.45% |
$746 - $783
|
3K
$53.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
30+ 0.2% |
$521 - $547
|
14.7K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 2.0% |
$434 - $456
|
1.27K
$22.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19+ 0.12% |
$330 - $346
|
15.8K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.64% |
$295 - $310
|
2.69K
$47.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
14+ 0.12% |
$243 - $255
|
11.7K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$156 - $164
|
57.7K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
3New |
$52.1 - $54.7
|
3
$53.5
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$34.7 - $36.4
|
15.3K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 0.42% |
$69.4 - $72.9
|
938
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-40- 0.13% |
$694 - $729
|
29.9K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.18% |
$850 - $893
|
27.3K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.16% |
$868 - $911
|
30.5K
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-79- 0.33% |
$1.37K - $1.44K
|
23.5K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.5% |
$1.74K - $1.82K
|
19.9K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-136- 0.54% |
$2.36K - $2.48K
|
25K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-140- 0.24% |
$2.43K - $2.55K
|
58.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-150- 4.35% |
$2.6K - $2.73K
|
3.3K
$58.8K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-207- 26.99% |
$3.59K - $3.77K
|
560
$9.98K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-242- 1.77% |
$4.2K - $4.41K
|
13.4K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-245- 3.42% |
$4.25K - $4.46K
|
6.92K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-293- 0.07% |
$5.08K - $5.34K
|
438K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-337- 6.98% |
$5.85K - $6.14K
|
4.49K
$80K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-350- 0.98% |
$6.07K - $6.38K
|
35.3K
$630K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-431- 0.63% |
$7.48K - $7.85K
|
67.5K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-432- 0.36% |
$7.5K - $7.87K
|
118K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-440- 2.16% |
$7.63K - $8.02K
|
19.9K
$355K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 3.06% |
$8.68K - $9.11K
|
15.8K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-511- 0.91% |
$8.87K - $9.31K
|
55.6K
$992K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-524- 2.92% |
$9.09K - $9.55K
|
17.4K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-592- 5.11% |
$10.3K - $10.8K
|
11K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-592- 3.66% |
$10.3K - $10.8K
|
15.6K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-623- 0.3% |
$10.8K - $11.4K
|
205K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-700- 50.0% |
$12.1K - $12.8K
|
700
$12.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-705- 2.13% |
$12.2K - $12.8K
|
32.4K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-770- 4.97% |
$13.4K - $14K
|
14.7K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-836- 1.07% |
$14.5K - $15.2K
|
77.3K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-889- 60.56% |
$15.4K - $16.2K
|
579
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-953- 1.05% |
$16.5K - $17.4K
|
89.8K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-996- 3.15% |
$17.3K - $18.1K
|
30.6K
$546K
|