Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
27.8K+ 9.97% |
$471K - $485K
|
307K
$5.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
27.7K+ 28.02% |
$470K - $484K
|
127K
$2.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
26.2K+ 6.5% |
$444K - $456K
|
428K
$7.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25.6K+ 4.89% |
$434K - $446K
|
549K
$9.78M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
25.3K+ 10.01% |
$430K - $442K
|
278K
$4.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.2K+ 11.4% |
$427K - $439K
|
246K
$4.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
24.7KNew |
$419K - $431K
|
24.7K
$440K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.3KNew |
$395K - $406K
|
23.3K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22.1K+ 2.32% |
$374K - $385K
|
972K
$17.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.6KNew |
$366K - $376K
|
21.6K
$385K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
20.8K+ 19.14% |
$353K - $363K
|
130K
$2.31M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.4KNew |
$345K - $355K
|
20.4K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.5K+ 21.64% |
$314K - $323K
|
104K
$1.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.4K+ 10.87% |
$313K - $321K
|
188K
$3.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
18.1K+ 7.09% |
$308K - $316K
|
274K
$4.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
18.1K+ 3.39% |
$307K - $316K
|
553K
$9.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.8KNew |
$284K - $292K
|
16.8K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16.4K+ 10.75% |
$278K - $286K
|
169K
$3.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
15.9K+ 3.76% |
$269K - $277K
|
438K
$7.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
15.8K+ 19.0% |
$267K - $275K
|
98.7K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
15.1K+ 3.68% |
$256K - $264K
|
426K
$7.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15.1KNew |
$256K - $263K
|
15.1K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.7K+ 5.43% |
$249K - $256K
|
286K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$234K - $241K
|
13.8K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6K+ 1.29% |
$231K - $238K
|
1.07M
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.6K+ 3.85% |
$231K - $237K
|
367K
$6.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
13.3KNew |
$226K - $232K
|
13.3K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1KNew |
$223K - $229K
|
13.1K
$234K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
12.5KNew |
$212K - $218K
|
12.5K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$209K - $215K
|
12.3K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12KNew |
$204K - $210K
|
12K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8K+ 65.96% |
$200K - $205K
|
29.6K
$528K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6KNew |
$196K - $202K
|
11.6K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6K+ 11.93% |
$180K - $185K
|
99.3K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
10.6K+ 6.98% |
$179K - $184K
|
162K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5K+ 4.76% |
$179K - $184K
|
232K
$4.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$178K - $183K
|
10.5K
$187K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.52K+ 9.16% |
$162K - $166K
|
114K
$2.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
9.16K+ 3.2% |
$155K - $160K
|
295K
$5.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.14KNew |
$155K - $159K
|
9.14K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.97K+ 3.02% |
$152K - $156K
|
306K
$5.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.8K+ 14.84% |
$149K - $154K
|
68.1K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.8K+ 44.2% |
$149K - $153K
|
28.7K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.74K+ 52.85% |
$148K - $152K
|
25.3K
$451K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.56K+ 6.56% |
$145K - $149K
|
139K
$2.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.13K+ 2.82% |
$138K - $142K
|
297K
$5.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.1K+ 4.0% |
$137K - $141K
|
211K
$3.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
7.35K+ 5.11% |
$125K - $128K
|
151K
$2.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.46K+ 59.3% |
$110K - $113K
|
17.4K
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 16.86% |
$109K - $112K
|
44.7K
$797K
|