Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.57MNew |
$151M - $156M
|
8.57M
$152M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.08MNew |
$19.1M - $19.7M
|
1.08M
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
842KNew |
$14.9M - $15.3M
|
842K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
658KNew |
$11.6M - $12M
|
658K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
520K+ 144.83% |
$9.18M - $9.46M
|
879K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
416KNew |
$7.34M - $7.56M
|
416K
$7.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
401KNew |
$7.08M - $7.29M
|
401K
$7.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
397K+ 25.89% |
$7M - $7.21M
|
1.93M
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
219K+ 67.87% |
$3.86M - $3.98M
|
542K
$9.64M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155K+ 5.63% |
$2.73M - $2.82M
|
2.91M
$51.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
144KNew |
$2.53M - $2.61M
|
144K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
116K+ 18.73% |
$2.05M - $2.11M
|
735K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.1KNew |
$1.68M - $1.73M
|
95.1K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93.9KNew |
$1.66M - $1.71M
|
93.9K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
91.1K+ 56.54% |
$1.61M - $1.66M
|
252K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82.4K+ 18.58% |
$1.45M - $1.5M
|
526K
$9.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
78.8K+ 10.4% |
$1.39M - $1.43M
|
837K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78K+ 67.05% |
$1.38M - $1.42M
|
194K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
74.8K+ 21.16% |
$1.32M - $1.36M
|
429K
$7.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
63.5K+ 471.15% |
$1.12M - $1.15M
|
76.9K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
60.8KNew |
$1.07M - $1.11M
|
60.8K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
58.2K+ 609.23% |
$1.03M - $1.06M
|
67.8K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57.2K+ 4.01% |
$1.01M - $1.04M
|
1.48M
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
51.7KNew |
$913K - $941K
|
51.7K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
47K+ 11.64% |
$829K - $854K
|
451K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46.7K+ 3.51% |
$823K - $848K
|
1.38M
$24.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.8K+ 8.18% |
$808K - $832K
|
606K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 179.93% |
$742K - $765K
|
65.4K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
41.9KNew |
$740K - $762K
|
41.9K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
40.2KNew |
$709K - $730K
|
40.2K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 4.1% |
$680K - $700K
|
979K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
38.2KNew |
$675K - $695K
|
38.2K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
37.1K+ 6.7% |
$654K - $674K
|
590K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.5KNew |
$627K - $646K
|
35.5K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.4KNew |
$608K - $626K
|
34.4K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
33.1KNew |
$584K - $601K
|
33.1K
$589K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.2K+ 3.04% |
$569K - $586K
|
1.09M
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$547K - $563K
|
31K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 38.71% |
$545K - $561K
|
111K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1KNew |
$477K - $492K
|
27.1K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$472K - $486K
|
26.7K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
24.7K+ 107.27% |
$435K - $449K
|
47.7K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.6K+ 21.78% |
$417K - $429K
|
132K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1K+ 14.1% |
$407K - $419K
|
187K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22.6K+ 15.97% |
$400K - $412K
|
164K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
22.6K+ 1.64% |
$399K - $411K
|
1.4M
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 44.91% |
$387K - $398K
|
70.7K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.7K+ 4.96% |
$331K - $341K
|
397K
$7.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
17.9K+ 5.0% |
$316K - $325K
|
375K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
17.4KNew |
$307K - $316K
|
17.4K
$310K
|