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 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.02K+ 1.02% |
$35K - $36.7K
|
200K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2K+ 10.56% |
$34.7K - $36.4K
|
20.9K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.96K+ 6.45% |
$34K - $35.7K
|
32.4K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.95K+ 11.23% |
$33.8K - $35.5K
|
19.3K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78K+ 1.32% |
$30.9K - $32.4K
|
136K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.71K+ 16.69% |
$29.6K - $31.1K
|
11.9K
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 12.91% |
$29.4K - $30.9K
|
14.8K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.65K+ 10.92% |
$28.6K - $30K
|
16.7K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 75.87% |
$28.6K - $30K
|
3.82K
$68.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.55K+ 0.56% |
$26.9K - $28.3K
|
281K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.55K+ 13.48% |
$26.9K - $28.3K
|
13.1K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.39K+ 9.57% |
$24K - $25.2K
|
15.9K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 1.46% |
$23.4K - $24.5K
|
93.6K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.31KNew |
$22.8K - $23.9K
|
1.31K
$23.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.31K+ 1.14% |
$22.7K - $23.8K
|
116K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.29K+ 11.32% |
$22.4K - $23.5K
|
12.7K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.13K+ 0.49% |
$19.7K - $20.7K
|
233K
$4.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 3.05% |
$19.3K - $20.3K
|
37.6K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$18.5K - $19.4K
|
1.07K
$19K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
917+ 4.08% |
$15.9K - $16.7K
|
23.4K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
898+ 4.96% |
$15.6K - $16.4K
|
19K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
855New |
$14.8K - $15.6K
|
855
$15.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
829+ 5.3% |
$14.4K - $15.1K
|
16.5K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
793+ 2.04% |
$13.8K - $14.4K
|
39.6K
$706K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
710New |
$12.3K - $12.9K
|
710
$12.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
690+ 93.12% |
$12K - $12.6K
|
1.43K
$25.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
647New |
$11.2K - $11.8K
|
647
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
628New |
$10.9K - $11.4K
|
628
$11.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
593+ 1.18% |
$10.3K - $10.8K
|
51K
$909K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
559+ 5.81% |
$9.7K - $10.2K
|
10.2K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
533+ 0.25% |
$9.25K - $9.71K
|
217K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
521+ 1.61% |
$9.04K - $9.49K
|
32.9K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
504+ 1.45% |
$8.74K - $9.18K
|
35.3K
$629K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
455+ 3.52% |
$7.89K - $8.29K
|
13.4K
$238K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
426+ 0.13% |
$7.39K - $7.76K
|
333K
$5.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
395+ 2.67% |
$6.85K - $7.2K
|
15.2K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
316+ 0.45% |
$5.48K - $5.76K
|
70.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
222+ 0.32% |
$3.85K - $4.04K
|
69.6K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
207+ 1.85% |
$3.59K - $3.77K
|
11.4K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
202+ 1.52% |
$3.5K - $3.68K
|
13.5K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
198+ 0.87% |
$3.44K - $3.61K
|
23K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180+ 3.17% |
$3.12K - $3.28K
|
5.86K
$105K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
165New |
$2.86K - $3.01K
|
165
$2.94K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
156+ 7.7% |
$2.71K - $2.84K
|
2.18K
$38.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
154+ 1.24% |
$2.67K - $2.81K
|
12.5K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
136New |
$2.36K - $2.48K
|
136
$2.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
130+ 0.02% |
$2.26K - $2.37K
|
553K
$9.86M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
125+ 0.31% |
$2.17K - $2.28K
|
40.2K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
114+ 0.16% |
$1.98K - $2.08K
|
72.5K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
109+ 1.42% |
$1.89K - $1.99K
|
7.77K
$139K
|