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 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-789- 2.51% |
$13.9K - $14.3K
|
30.7K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 12.67% |
$14.6K - $15.1K
|
5.72K
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-887- 0.69% |
$15.7K - $16.1K
|
128K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-948- 7.26% |
$16.7K - $17.2K
|
12.1K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.22K- 6.49% |
$21.6K - $22.2K
|
17.6K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 3.87% |
$22.5K - $23.1K
|
31.6K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.33K- 2.11% |
$23.5K - $24.3K
|
61.9K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 10.32% |
$24.4K - $25.2K
|
12K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.42K- 8.8% |
$25K - $25.7K
|
14.7K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 15.09% |
$27.1K - $27.9K
|
8.64K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.54K- 6.19% |
$27.2K - $28K
|
23.3K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.76K- 11.12% |
$31.1K - $32.1K
|
14.1K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 0.77% |
$31.6K - $32.6K
|
231K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.98K- 0.35% |
$34.9K - $35.9K
|
565K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.03K- 50.65% |
$35.7K - $36.8K
|
1.97K
$35.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.1K- 7.31% |
$37K - $38.1K
|
26.6K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.14K- 7.14% |
$37.7K - $38.8K
|
27.8K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.25K- 12.33% |
$39.7K - $40.9K
|
16K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 0.16% |
$46.2K - $47.6K
|
1.63M
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.77K- 4.97% |
$48.8K - $50.3K
|
52.9K
$942K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.8K- 4.76% |
$49.4K - $50.9K
|
56K
$997K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.97K- 9.63% |
$52.4K - $54K
|
27.9K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.18K- 30.34% |
$56.1K - $57.8K
|
7.3K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 50.92% |
$62.2K - $64K
|
3.4K
$60.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.69K- 19.53% |
$65.1K - $67K
|
15.2K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.2K- 19.06% |
$74.1K - $76.3K
|
17.8K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-4.37KClosed |
$77.1K - $79.4K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-4.49K- 22.44% |
$79.3K - $81.7K
|
15.5K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.81K- 22.2% |
$84.9K - $87.5K
|
16.9K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.17K- 2.52% |
$91.2K - $94K
|
200K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.17K- 1.94% |
$91.3K - $94K
|
261K
$4.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.62K- 11.01% |
$99.2K - $102K
|
45.4K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.23K- 7.39% |
$110K - $113K
|
78.1K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.31K- 25.81% |
$111K - $115K
|
18.1K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.73K- 11.53% |
$119K - $122K
|
51.6K
$920K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.74K- 7.71% |
$119K - $123K
|
80.7K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.93K- 10.26% |
$122K - $126K
|
60.6K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.94K- 1.32% |
$122K - $126K
|
519K
$9.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.18K- 15.18% |
$127K - $131K
|
40.2K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 24.4% |
$129K - $133K
|
22.7K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.5K- 12.57% |
$132K - $136K
|
52.1K
$929K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.22K- 25.32% |
$145K - $149K
|
24.2K
$432K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.56K- 4.39% |
$151K - $156K
|
186K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.6K- 41.58% |
$152K - $156K
|
12.1K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-8.65K- 2.65% |
$153K - $157K
|
317K
$5.65M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-9.1K- 5.7% |
$161K - $165K
|
150K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.19K- 33.68% |
$162K - $167K
|
18.1K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.27K- 2.53% |
$164K - $169K
|
357K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.52K- 6.69% |
$168K - $173K
|
133K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.56K- 13.52% |
$169K - $174K
|
61.1K
$1.09M
|