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 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.54K- 6.19% |
$27.2K - $28K
|
23.3K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.64K- 11.9% |
$28.9K - $29.8K
|
12.1K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.76K- 11.12% |
$31.1K - $32.1K
|
14.1K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-1.78K- 8.0% |
$31.4K - $32.3K
|
20.4K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 0.77% |
$31.6K - $32.6K
|
231K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.98K- 0.35% |
$34.9K - $35.9K
|
565K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.03K- 50.65% |
$35.7K - $36.8K
|
1.97K
$36.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.1K- 7.31% |
$37K - $38.1K
|
26.6K
$490K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.14K- 7.14% |
$37.7K - $38.8K
|
27.8K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.25K- 12.33% |
$39.7K - $40.9K
|
16K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.36K- 17.94% |
$41.7K - $42.9K
|
10.8K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.47K- 4.18% |
$43.5K - $44.9K
|
56.5K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 0.16% |
$46.2K - $47.6K
|
1.63M
$30M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.77K- 4.97% |
$48.8K - $50.3K
|
52.9K
$975K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.8K- 4.76% |
$49.4K - $50.9K
|
56K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.85K- 5.52% |
$50.2K - $51.7K
|
48.7K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.92K- 1.79% |
$51.6K - $53.1K
|
160K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.97K- 9.63% |
$52.4K - $54K
|
27.9K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.18K- 30.34% |
$56.1K - $57.8K
|
7.3K
$135K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 50.92% |
$62.2K - $64K
|
3.4K
$62.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.69K- 19.53% |
$65.1K - $67K
|
15.2K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.99K- 4.91% |
$70.4K - $72.5K
|
77.2K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.2K- 19.06% |
$74.1K - $76.3K
|
17.8K
$329K
|
|
|
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
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.81K- 22.2% |
$84.9K - $87.5K
|
16.9K
$311K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5K- 27.47% |
$88.3K - $90.9K
|
13.2K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.17K- 2.52% |
$91.2K - $94K
|
200K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.17K- 1.94% |
$91.3K - $94K
|
261K
$4.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.62K- 11.01% |
$99.2K - $102K
|
45.4K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.23K- 7.39% |
$110K - $113K
|
78.1K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.31K- 25.81% |
$111K - $115K
|
18.1K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.54K- 16.28% |
$115K - $119K
|
33.6K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.73K- 11.53% |
$119K - $122K
|
51.6K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.74K- 7.71% |
$119K - $123K
|
80.7K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.93K- 10.26% |
$122K - $126K
|
60.6K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.94K- 1.32% |
$122K - $126K
|
519K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 7.85% |
$124K - $128K
|
82.7K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.05K- 3.9% |
$124K - $128K
|
174K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.18K- 15.18% |
$127K - $131K
|
40.2K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 24.4% |
$129K - $133K
|
22.7K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.5K- 12.57% |
$132K - $136K
|
52.1K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.91K- 0.43% |
$140K - $144K
|
1.83M
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.13K- 10.93% |
$143K - $148K
|
66.3K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.22K- 25.32% |
$145K - $149K
|
24.2K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.56K- 4.39% |
$151K - $156K
|
186K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.6K- 41.58% |
$152K - $156K
|
12.1K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-8.65K- 2.65% |
$153K - $157K
|
317K
$5.85M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-9.1K- 5.7% |
$161K - $165K
|
150K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.19K- 33.68% |
$162K - $167K
|
18.1K
$334K
|