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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.6KNew |
$204K - $210K
|
11.6K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.5KNew |
$202K - $208K
|
11.5K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.1KNew |
$196K - $201K
|
11.1K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.3KNew |
$181K - $186K
|
10.3K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.6K+ 2.93% |
$169K - $175K
|
337K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.56K+ 1.59% |
$169K - $174K
|
612K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.38K+ 2.92% |
$166K - $170K
|
331K
$5.88M
|
|
|
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
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
8.6K+ 55.75% |
$152K - $156K
|
24K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.32K+ 2.82% |
$147K - $151K
|
303K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.18K+ 7.5% |
$144K - $149K
|
117K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.91K+ 66.43% |
$140K - $144K
|
19.8K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.63K+ 1.12% |
$135K - $139K
|
688K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.01K+ 12.14% |
$124K - $127K
|
64.7K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.55K+ 33.94% |
$116K - $119K
|
25.9K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6.44K+ 1.83% |
$114K - $117K
|
358K
$6.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.24K+ 3.32% |
$92.5K - $95.2K
|
163K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.91K+ 1.89% |
$86.7K - $89.3K
|
264K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.73K+ 3.22% |
$83.5K - $86K
|
152K
$2.7M
|
|
|
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
$7.72M
|
|
|
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 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.84K+ 7.8% |
$32.5K - $33.5K
|
25.5K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.75K+ 2.08% |
$31K - $31.9K
|
86K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 1.68% |
$27.7K - $28.6K
|
95.2K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.47K+ 5.55% |
$25.9K - $26.7K
|
27.9K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.45K+ 7.64% |
$25.7K - $26.4K
|
20.5K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.42K+ 6.32% |
$25.1K - $25.8K
|
23.9K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.38K+ 10.83% |
$24.4K - $25.1K
|
14.1K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$24.2K - $25K
|
1.37K
$24.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$22.1K - $22.7K
|
1.25K
$22.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.01K+ 8.45% |
$17.8K - $18.3K
|
12.9K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
949+ 7.12% |
$16.7K - $17.3K
|
14.3K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
883+ 1.59% |
$15.6K - $16.1K
|
56.6K
$1.01M
|
|
|
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
|
- |
700New |
$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 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
463+ 0.93% |
$8.17K - $8.42K
|
50.3K
$895K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
425+ 1.75% |
$7.5K - $7.73K
|
24.7K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
406+ 2.61% |
$7.17K - $7.38K
|
16K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
401+ 2.64% |
$7.08K - $7.29K
|
15.6K
$277K
|
|
|
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 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
257+ 2.49% |
$4.54K - $4.67K
|
10.6K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
200+ 0.1% |
$3.53K - $3.64K
|
200K
$3.56M
|