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 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.55K- 6.39% |
$96.2K - $101K
|
81.2K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-5.55K- 13.48% |
$96.3K - $101K
|
35.7K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.72K- 27.58% |
$99.3K - $104K
|
15K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-5.8K- 3.51% |
$101K - $106K
|
159K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6K- 19.97% |
$104K - $109K
|
24.1K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.13K- 4.93% |
$106K - $112K
|
118K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-6.39K- 0.46% |
$111K - $116K
|
1.38M
$24.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.96K- 29.59% |
$121K - $127K
|
16.6K
$295K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-8.12K- 3.29% |
$141K - $148K
|
239K
$4.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.68K- 2.63% |
$151K - $158K
|
321K
$5.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-8.97K- 15.29% |
$156K - $163K
|
49.7K
$886K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.13K- 29.11% |
$158K - $166K
|
22.2K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.63K- 0.9% |
$167K - $175K
|
1.06M
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-10.6K- 3.02% |
$184K - $194K
|
341K
$6.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.9K- 24.56% |
$190K - $199K
|
33.6K
$599K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-11.4K- 9.44% |
$197K - $207K
|
109K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-11.5K- 4.35% |
$200K - $210K
|
254K
$4.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-13.6K- 10.3% |
$236K - $247K
|
118K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15K- 8.21% |
$261K - $274K
|
168K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.2K- 6.82% |
$298K - $313K
|
234K
$4.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17.8K- 4.16% |
$309K - $325K
|
411K
$7.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 1.87% |
$311K - $326K
|
941K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 26.47% |
$314K - $329K
|
50.2K
$895K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.9K- 6.79% |
$328K - $344K
|
260K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.3K- 9.64% |
$334K - $351K
|
181K
$3.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-21.7K- 14.34% |
$376K - $395K
|
129K
$2.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-22.2K- 1.65% |
$386K - $405K
|
1.33M
$23.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-24.6K- 85.79% |
$427K - $449K
|
4.08K
$72.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-25.5K- 57.46% |
$443K - $465K
|
18.9K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-26.3K- 15.1% |
$456K - $479K
|
148K
$2.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-27K- 14.34% |
$468K - $491K
|
161K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28.1K- 14.51% |
$488K - $513K
|
166K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.8K- 48.26% |
$499K - $524K
|
30.8K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-37.2K- 16.29% |
$646K - $678K
|
191K
$3.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.4K- 0.67% |
$649K - $681K
|
5.52M
$98.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.2K- 2.29% |
$663K - $696K
|
1.63M
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-40K- 31.55% |
$693K - $728K
|
86.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53K- 20.63% |
$920K - $966K
|
204K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-69.5K- 15.33% |
$1.21M - $1.27M
|
384K
$6.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-73.7K- 21.87% |
$1.28M - $1.34M
|
263K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74.7K- 18.73% |
$1.3M - $1.36M
|
324K
$5.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-79.8K- 18.19% |
$1.39M - $1.45M
|
359K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-110K- 64.97% |
$1.9M - $2M
|
59.1K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119K- 22.07% |
$2.06M - $2.16M
|
419K
$7.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-138K- 9.42% |
$2.39M - $2.51M
|
1.33M
$23.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-235K- 7.38% |
$4.08M - $4.28M
|
2.95M
$52.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-265K- 67.84% |
$4.59M - $4.82M
|
125K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-290K- 96.24% |
$5.03M - $5.28M
|
11.3K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-312K- 89.69% |
$5.41M - $5.68M
|
35.8K
$639K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-329K- 9.96% |
$5.71M - $6M
|
2.98M
$53.1M
|