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 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.01K- 2.76% |
$17.6K - $18.4K
|
35.6K
$633K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 6.37% |
$17.9K - $18.8K
|
15.2K
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.19K- 3.97% |
$20.6K - $21.6K
|
28.7K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 0.78% |
$21.5K - $22.6K
|
157K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 11.06% |
$23.6K - $24.8K
|
11K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-1.36K- 6.7% |
$23.7K - $24.9K
|
19K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.37K- 9.05% |
$23.8K - $24.9K
|
13.8K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.51K- 6.12% |
$26.2K - $27.5K
|
23.2K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.53K- 6.04% |
$26.5K - $27.9K
|
23.8K
$423K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.54K- 2.51% |
$26.6K - $28K
|
59.6K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 3.27% |
$27.7K - $29.1K
|
47.3K
$841K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.64K- 2.26% |
$28.5K - $29.9K
|
71K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.65K- 10.75% |
$28.7K - $30.1K
|
13.7K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.66K- 44.29% |
$28.7K - $30.2K
|
2.08K
$37K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.82K- 31.31% |
$31.6K - $33.2K
|
4K
$71K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.9K- 2.91% |
$32.9K - $34.5K
|
63.2K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.07K- 8.55% |
$35.8K - $37.6K
|
22.1K
$392K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.1K- 74.45% |
$36.3K - $38.2K
|
719
$12.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.22K- 0.56% |
$38.5K - $40.4K
|
397K
$7.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.28K- 3.74% |
$39.6K - $41.6K
|
58.8K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.3K- 18.0% |
$39.9K - $41.9K
|
10.5K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 8.89% |
$42.5K - $44.6K
|
25.1K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.76K- 8.45% |
$47.9K - $50.3K
|
29.9K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.98K- 7.52% |
$51.8K - $54.4K
|
36.7K
$652K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.99K- 14.0% |
$51.8K - $54.4K
|
18.3K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.05K- 1.96% |
$53K - $55.6K
|
153K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.08K- 4.61% |
$53.5K - $56.2K
|
63.8K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.16K- 5.95% |
$54.8K - $57.5K
|
49.9K
$886K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-3.2K- 4.73% |
$55.5K - $58.3K
|
64.5K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.28K- 9.82% |
$56.9K - $59.8K
|
30.1K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.44K- 12.16% |
$59.7K - $62.7K
|
24.9K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.58K- 9.68% |
$62.2K - $65.3K
|
33.4K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.7K- 96.73% |
$64.2K - $67.4K
|
125
$2.22K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.75K- 96.35% |
$65K - $68.3K
|
142
$2.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 0.6% |
$69.2K - $72.6K
|
658K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.05K- 4.43% |
$70.3K - $73.8K
|
87.4K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.22K- 23.74% |
$73.2K - $76.9K
|
13.6K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.44K- 25.59% |
$77.1K - $81K
|
12.9K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-4.52K- 16.43% |
$78.5K - $82.4K
|
23K
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.53K- 3.78% |
$78.5K - $82.4K
|
115K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.61K- 41.32% |
$80K - $84K
|
6.55K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.62K- 1.51% |
$80.2K - $84.2K
|
301K
$5.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-4.7K- 23.65% |
$81.5K - $85.6K
|
15.2K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.7K- 7.78% |
$81.6K - $85.7K
|
55.7K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.81K- 4.87% |
$83.4K - $87.6K
|
93.9K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.19K- 2.59% |
$90K - $94.5K
|
195K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.3K- 9.41% |
$92K - $96.6K
|
51.1K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.34K- 9.4% |
$92.7K - $97.3K
|
51.5K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.5K- 16.75% |
$95.4K - $100K
|
27.3K
$486K
|