Purchases and Sales Made in Q4 2024 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
Jan 22, 2025 Q4 2024
Falcon Wealth Planning

BUY
 -
1.08M
New
$19.1M - $19.7M
1.08M $19.2M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
658K
New
$11.6M - $12M
658K $11.7M
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
401K
New
$7.08M - $7.29M
401K $7.13M
Jan 30, 2025 Q4 2024
Hickory Asset Management, Inc.

Concord, OH
BUY
 -
144K
New
$2.53M - $2.61M
144K $2.55M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
116K
+ 18.73%
$2.05M - $2.11M
735K $13.1M
Jan 30, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
95.1K
New
$1.68M - $1.73M
95.1K $1.69M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
93.9K
New
$1.66M - $1.71M
93.9K $1.67M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
91.1K
+ 56.54%
$1.61M - $1.66M
252K $4.48M
Jan 15, 2025 Q4 2024
Howard Financial Services, Ltd.

BUY
 -
82.4K
+ 18.58%
$1.45M - $1.5M
526K $9.34M
Jan 16, 2025 Q4 2024
Transform Wealth, LLC

BUY
 -
78.8K
+ 10.4%
$1.39M - $1.43M
837K $14.9M
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
63.5K
+ 471.15%
$1.12M - $1.15M
76.9K $1.37M
Jan 30, 2025 Q4 2024
Puff Wealth Management, LLC

Haddonfield, NJ
BUY
 -
60.8K
New
$1.07M - $1.11M
60.8K $1.08M
Jan 10, 2025 Q4 2024
Matrix Trust CO

BUY
 -
58.2K
+ 609.23%
$1.03M - $1.06M
67.8K $1.2M
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
57.2K
+ 4.01%
$1.01M - $1.04M
1.48M $26.3M
Jan 16, 2025 Q4 2024
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
51.7K
New
$913K - $941K
51.7K $919K
Jan 22, 2025 Q4 2024
Twelve Points Wealth Management LLC

BUY
 -
47K
+ 11.64%
$829K - $854K
451K $8.01M
Jan 21, 2025 Q4 2024
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
46.7K
+ 3.51%
$823K - $848K
1.38M $24.4M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
45.8K
+ 8.18%
$808K - $832K
606K $10.8M
Jan 21, 2025 Q4 2024
Pcg Wealth Advisors, LLC

BUY
 -
42.1K
+ 179.93%
$742K - $765K
65.4K $1.16M
Jan 14, 2025 Q4 2024
Meridian Financial Partners LLC

BUY
 -
41.9K
New
$740K - $762K
41.9K $745K
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
40.2K
New
$709K - $730K
40.2K $714K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
37.1K
+ 6.7%
$654K - $674K
590K $10.5M
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
35.5K
New
$627K - $646K
35.5K $631K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
34.4K
New
$608K - $626K
34.4K $612K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
32.2K
+ 3.04%
$569K - $586K
1.09M $19.4M
Jan 23, 2025 Q4 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
31K
New
$547K - $563K
31K $550K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
30.9K
+ 38.71%
$545K - $561K
111K $1.97M
Jan 15, 2025 Q4 2024
Ballew Advisors, Inc

BUY
 -
27.1K
New
$477K - $492K
27.1K $481K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
26.7K
New
$472K - $486K
26.7K $475K
Jan 22, 2025 Q4 2024
Barry Investment Advisors, LLC

BUY
 -
24.7K
+ 107.27%
$435K - $449K
47.7K $847K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
23.6K
+ 21.78%
$417K - $429K
132K $2.35M
Jan 23, 2025 Q4 2024
Country Trust Bank

BUY
 -
22.6K
+ 1.64%
$399K - $411K
1.4M $24.9M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
21.9K
+ 44.91%
$387K - $398K
70.7K $1.26M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
18.7K
+ 4.96%
$331K - $341K
397K $7.05M
Jan 21, 2025 Q4 2024
Gradient Investments LLC

BUY
 -
17.9K
+ 5.0%
$316K - $325K
375K $6.67M
Jan 28, 2025 Q4 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
17.4K
New
$307K - $316K
17.4K $309K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
16.3K
New
$288K - $297K
16.3K $290K
Jan 27, 2025 Q4 2024
Tanager Wealth Management LLP

BUY
 -
14.9K
New
$264K - $272K
14.9K $265K
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
14.7K
New
$259K - $267K
14.7K $261K
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
13.6K
+ 11.37%
$239K - $246K
133K $2.36M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
13.1K
New
$232K - $239K
13.1K $233K
Jan 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
12.4K
+ 3.98%
$219K - $226K
324K $5.76M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
12.4K
New
$218K - $225K
12.4K $220K
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
12.3K
New
$218K - $224K
12.3K $219K
Jan 15, 2025 Q4 2024
Kraematon Investment Advisors, Inc

BUY
 -
12.2K
+ 34.17%
$215K - $221K
47.8K $850K
Jan 15, 2025 Q4 2024
Walker Asset Management, LLC

BUY
 -
12K
+ 10.15%
$212K - $218K
130K $2.31M
Jan 28, 2025 Q4 2024
Tfg Advisers LLC

BUY
 -
11.9K
New
$211K - $217K
11.9K $212K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
11.6K
New
$204K - $210K
11.6K $206K
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
11.5K
New
$202K - $208K
11.5K $203K

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