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 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-9.91K- 2.41% |
$175K - $180K
|
401K
$7.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 20.13% |
$176K - $182K
|
39.7K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.4K- 89.86% |
$184K - $189K
|
1.17K
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.5K- 12.07% |
$185K - $190K
|
76.3K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-10.7K- 4.07% |
$189K - $195K
|
253K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-10.8K- 30.44% |
$190K - $195K
|
24.6K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11.2K- 74.3% |
$197K - $203K
|
3.86K
$68.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 17.13% |
$215K - $221K
|
58.9K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.2K- 21.87% |
$215K - $221K
|
43.5K
$774K
|
|
|
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
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-15.7K- 16.76% |
$278K - $286K
|
78.2K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-15.9K- 6.36% |
$281K - $290K
|
235K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-17.8K- 5.35% |
$315K - $324K
|
316K
$5.61M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.6K- 8.75% |
$681K - $701K
|
402K
$7.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59.7K- 18.42% |
$1.05M - $1.08M
|
264K
$4.7M
|
|
|
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
$883K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.5K- 15.4% |
$1.14M - $1.17M
|
354K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-70K- 25.84% |
$1.23M - $1.27M
|
201K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.9K- 15.51% |
$1.29M - $1.33M
|
397K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-82K- 56.53% |
$1.45M - $1.49M
|
63.1K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-90.6K- 53.97% |
$1.6M - $1.65M
|
77.3K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98K- 99.9% |
$1.73M - $1.78M
|
94
$1.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-212K- 13.35% |
$3.75M - $3.86M
|
1.38M
$24.5M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-440K- 87.46% |
$7.76M - $8M
|
63.1K
$1.12M
|
|
|
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
|