Purchases and Sales Made in Q4 2024 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q4 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
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
658K
New
$11.6M - $12M
658K $11.7M
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
401K
New
$7.08M - $7.29M
401K $7.12M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
91.1K
+ 56.54%
$1.61M - $1.66M
252K $4.48M
Jan 15, 2025 Q4 2024
Howard Financial Services, Ltd.

BUY
 -
82.4K
+ 18.58%
$1.45M - $1.5M
526K $9.33M
Jan 16, 2025 Q4 2024
Transform Wealth, LLC

BUY
 -
78.8K
+ 10.4%
$1.39M - $1.43M
837K $14.9M
Jan 10, 2025 Q4 2024
Matrix Trust CO

BUY
 -
58.2K
+ 609.23%
$1.03M - $1.06M
67.8K $1.2M
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
57.2K
+ 4.01%
$1.01M - $1.04M
1.48M $26.3M
Jan 16, 2025 Q4 2024
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
51.7K
New
$913K - $941K
51.7K $919K
Jan 21, 2025 Q4 2024
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
46.7K
+ 3.51%
$823K - $848K
1.38M $24.4M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
45.8K
+ 8.18%
$808K - $832K
606K $10.8M
Jan 14, 2025 Q4 2024
Meridian Financial Partners LLC

BUY
 -
41.9K
New
$740K - $762K
41.9K $744K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
35.5K
New
$627K - $646K
35.5K $631K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
34.4K
New
$608K - $626K
34.4K $612K
Jan 15, 2025 Q4 2024
Ballew Advisors, Inc

BUY
 -
27.1K
New
$477K - $492K
27.1K $480K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
26.7K
New
$472K - $486K
26.7K $475K
Jan 21, 2025 Q4 2024
Gradient Investments LLC

BUY
 -
17.9K
+ 5.0%
$316K - $325K
375K $6.67M
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
13.6K
+ 11.37%
$239K - $246K
133K $2.36M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
13.1K
New
$232K - $239K
13.1K $233K
Jan 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
12.4K
+ 3.98%
$219K - $226K
324K $5.76M
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
12.3K
New
$218K - $224K
12.3K $219K
Jan 15, 2025 Q4 2024
Kraematon Investment Advisors, Inc

BUY
 -
12.2K
+ 34.17%
$215K - $221K
47.8K $850K
Jan 15, 2025 Q4 2024
Walker Asset Management, LLC

BUY
 -
12K
+ 10.15%
$212K - $218K
130K $2.31M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
11.1K
New
$196K - $201K
11.1K $197K
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
10.3K
New
$181K - $186K
10.3K $182K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
9.09K
+ 5.9%
$160K - $165K
163K $2.9M
Jan 13, 2025 Q4 2024
Bka Wealth Consulting, Inc.

BUY
 -
8.74K
+ 52.23%
$154K - $159K
25.5K $452K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
8.32K
+ 2.82%
$147K - $151K
303K $5.39M
Jan 13, 2025 Q4 2024
Columbia Advisory Partners LLC

BUY
 -
7.91K
+ 66.43%
$140K - $144K
19.8K $352K
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
6.55K
+ 33.94%
$116K - $119K
25.9K $459K
Jan 15, 2025 Q4 2024
Lake Street Financial LLC

BUY
 -
5.24K
+ 3.32%
$92.5K - $95.2K
163K $2.89M
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
4.72K
+ 2.68%
$83.3K - $85.8K
181K $3.21M
Jan 13, 2025 Q4 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
3.66K
+ 0.85%
$64.6K - $66.5K
434K $7.71M
Jan 21, 2025 Q4 2024
Toth Financial Advisory Corp

BUY
 -
3.46K
+ 2.14%
$61.1K - $62.9K
165K $2.94M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
3.13K
+ 435.33%
$55.2K - $56.9K
3.85K $68.4K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
2.5K
+ 1655.63%
$44.1K - $45.5K
2.65K $47.1K
Jan 21, 2025 Q4 2024
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
2.3K
+ 12.51%
$40.5K - $41.7K
20.6K $367K
Jan 15, 2025 Q4 2024
True Wealth Advisors, LLC

BUY
 -
2.05K
+ 4.21%
$36.2K - $37.3K
50.7K $901K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
1.75K
+ 2.08%
$31K - $31.9K
86K $1.53M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
1.47K
+ 5.55%
$25.9K - $26.7K
27.9K $495K
Jan 16, 2025 Q4 2024
Tudor Financial Inc.

Dayton, OH
BUY
 -
1.42K
+ 6.32%
$25.1K - $25.8K
23.9K $425K
Jan 13, 2025 Q4 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
1.01K
+ 8.45%
$17.8K - $18.3K
12.9K $230K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
826
+ 96.61%
$14.6K - $15K
1.68K $29.9K
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
700
New
$12.4K - $12.7K
700 $12.4K
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
567
+ 0.53%
$10K - $10.3K
109K $1.93M
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
392
+ 2.25%
$6.92K - $7.13K
17.8K $316K
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
285
+ 1.88%
$5.03K - $5.18K
15.5K $275K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
185
+ 0.49%
$3.27K - $3.36K
37.8K $672K
Jan 16, 2025 Q4 2024
Cascade Investment Group, Inc.

Colorado Springs, CO
SELL
 -
-120
- 0.39%
$2.12K - $2.18K
30.4K $539K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
SELL
 -
-272
- 2.02%
$4.8K - $4.94K
13.2K $234K

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