Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-392K- 55.07% |
$6.05M - $6.63M
|
319K
$5.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-414K- 22.39% |
$6.41M - $7.01M
|
1.44M
$26.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-455K- 12.13% |
$7.03M - $7.7M
|
3.3M
$60.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-485K- 18.8% |
$7.5M - $8.21M
|
2.09M
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-604K- 5.62% |
$9.34M - $10.2M
|
10.1M
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-861K- 56.53% |
$13.3M - $14.6M
|
662K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.2M- 5.98% |
$18.6M - $20.3M
|
18.9M
$349M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23M- 39.99% |
$19M - $20.8M
|
1.84M
$34M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.47M- 94.68% |
$22.8M - $24.9M
|
82.8K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.3M- 8.36% |
$66.5M - $72.7M
|
47.1M
$869M
|