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 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-235K- 7.38% |
$4.08M - $4.28M
|
2.95M
$50.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-265K- 67.84% |
$4.59M - $4.82M
|
125K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-290K- 96.24% |
$5.03M - $5.28M
|
11.3K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-312K- 89.69% |
$5.41M - $5.68M
|
35.8K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-329K- 9.96% |
$5.71M - $6M
|
2.98M
$51.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-446K- 45.93% |
$7.75M - $8.14M
|
526K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.02M- 9.55% |
$17.8M - $18.7M
|
9.7M
$166M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.17M- 38.41% |
$37.6M - $39.5M
|
3.47M
$59.6M
|
|
|
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.39M- 61.93% |
$76.2M - $80M
|
2.7M
$46.4M
|