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 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-10.7K- 4.07% |
$189K - $195K
|
253K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11.2K- 74.3% |
$197K - $203K
|
3.86K
$68.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 17.13% |
$215K - $221K
|
58.9K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.7K- 11.61% |
$242K - $250K
|
105K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.3K- 45.6% |
$270K - $278K
|
18.3K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18.9K- 12.8% |
$334K - $344K
|
129K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-31K- 3.52% |
$548K - $564K
|
851K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-59.8K- 54.62% |
$1.05M - $1.09M
|
49.6K
$882K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.5K- 15.4% |
$1.14M - $1.17M
|
354K
$6.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.9K- 15.51% |
$1.29M - $1.33M
|
397K
$7.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98K- 99.9% |
$1.73M - $1.78M
|
94
$1.67K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-236K- 7.99% |
$4.16M - $4.29M
|
2.71M
$48.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-278K- 92.28% |
$4.9M - $5.05M
|
23.3K
$413K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.46M- 94.42% |
$25.7M - $26.5M
|
86.2K
$1.53M
|