Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39K+ 8.27% |
$676K - $710K
|
510K
$9.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
37.8K+ 5.25% |
$656K - $689K
|
758K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35K+ 2.52% |
$607K - $638K
|
1.43M
$25.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 10.69% |
$604K - $634K
|
360K
$6.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
34.7K+ 26.79% |
$602K - $632K
|
164K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
34.7KNew |
$601K - $632K
|
34.7K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
31.5KNew |
$546K - $573K
|
31.5K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
31K+ 58.18% |
$538K - $565K
|
84.3K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.9K+ 5.43% |
$501K - $526K
|
560K
$9.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
28.5K+ 11.77% |
$495K - $519K
|
271K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
27.6K+ 71.8% |
$479K - $504K
|
66.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 1.74% |
$471K - $495K
|
1.59M
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
27KNew |
$468K - $492K
|
27K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9KNew |
$466K - $489K
|
26.9K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.7K+ 8.06% |
$463K - $486K
|
358K
$6.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
24.8KNew |
$431K - $452K
|
24.8K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.6K+ 21.59% |
$427K - $448K
|
139K
$2.46M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
22.5KNew |
$390K - $410K
|
22.5K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.4K+ 21.52% |
$389K - $409K
|
127K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.7KNew |
$376K - $395K
|
21.7K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 1.19% |
$375K - $394K
|
1.84M
$32.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.7KNew |
$359K - $377K
|
20.7K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.1KNew |
$348K - $366K
|
20.1K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20KNew |
$347K - $365K
|
20K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19.1KNew |
$332K - $349K
|
19.1K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
19.1KNew |
$331K - $348K
|
19.1K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
18.7K+ 3.41% |
$324K - $341K
|
567K
$10.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 2.69% |
$323K - $339K
|
712K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18.5KNew |
$321K - $337K
|
18.5K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
18.2KNew |
$317K - $332K
|
18.2K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
17.8K+ 23.38% |
$308K - $323K
|
93.7K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17.6KNew |
$305K - $320K
|
17.6K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
16.5K+ 5.6% |
$287K - $301K
|
312K
$5.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.1K+ 23.64% |
$279K - $293K
|
84.2K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 3.72% |
$274K - $288K
|
441K
$7.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.6K+ 18.93% |
$271K - $285K
|
98.1K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
15.4KNew |
$268K - $281K
|
15.4K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.6KNew |
$253K - $265K
|
14.6K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
13.5K+ 19.64% |
$235K - $247K
|
82.5K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.9K+ 111.04% |
$223K - $234K
|
24.4K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.3KNew |
$213K - $224K
|
12.3K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12K+ 0.8% |
$208K - $219K
|
1.51M
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12K+ 8.08% |
$207K - $218K
|
160K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.9K+ 4.32% |
$206K - $216K
|
286K
$5.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 14.01% |
$197K - $207K
|
92.6K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11.3K+ 7.01% |
$197K - $207K
|
173K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.2K+ 3.04% |
$194K - $203K
|
378K
$6.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.6K+ 3.09% |
$184K - $193K
|
354K
$6.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.6KNew |
$184K - $193K
|
10.6K
$188K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.5KNew |
$183K - $192K
|
10.5K
$187K
|