Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 4.4% |
$280K - $288K
|
376K
$6.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.6K+ 57.17% |
$276K - $284K
|
42.9K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.6KNew |
$276K - $284K
|
15.6K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
14.9KNew |
$264K - $272K
|
14.9K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
$259K - $267K
|
14.7K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.6K+ 11.37% |
$239K - $246K
|
133K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1KNew |
$232K - $239K
|
13.1K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
12.4K+ 3.98% |
$219K - $226K
|
324K
$5.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$218K - $225K
|
12.4K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.3KNew |
$218K - $224K
|
12.3K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
12.2K+ 34.17% |
$215K - $221K
|
47.8K
$853K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
12K+ 10.15% |
$212K - $218K
|
130K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
11.9KNew |
$211K - $217K
|
11.9K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
11.9K+ 15.42% |
$210K - $217K
|
89.2K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.8KNew |
$208K - $214K
|
11.8K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.6KNew |
$204K - $210K
|
11.6K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.5KNew |
$202K - $208K
|
11.5K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.4KNew |
$201K - $207K
|
11.4K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.3KNew |
$199K - $205K
|
11.3K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.1KNew |
$196K - $201K
|
11.1K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 1833.16% |
$187K - $193K
|
11.2K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.3KNew |
$181K - $186K
|
10.3K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.6K+ 2.93% |
$169K - $175K
|
337K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.56K+ 1.59% |
$169K - $174K
|
612K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.38K+ 2.92% |
$166K - $170K
|
331K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.09K+ 5.9% |
$160K - $165K
|
163K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.74K+ 52.23% |
$154K - $159K
|
25.5K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
8.6K+ 55.75% |
$152K - $156K
|
24K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.32K+ 2.82% |
$147K - $151K
|
303K
$5.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.18K+ 7.5% |
$144K - $149K
|
117K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.91K+ 66.43% |
$140K - $144K
|
19.8K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.63K+ 1.12% |
$135K - $139K
|
688K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.38K+ 2.58% |
$130K - $134K
|
293K
$5.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.01K+ 12.14% |
$124K - $127K
|
64.7K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.55K+ 33.94% |
$116K - $119K
|
25.9K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6.44K+ 1.83% |
$114K - $117K
|
358K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
5.61KNew |
$99.1K - $102K
|
5.61K
$100K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.24K+ 3.32% |
$92.5K - $95.2K
|
163K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.91K+ 1.89% |
$86.7K - $89.3K
|
264K
$4.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.73K+ 3.22% |
$83.5K - $86K
|
152K
$2.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.72K+ 2.68% |
$83.3K - $85.8K
|
181K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.14KNew |
$73.1K - $75.3K
|
4.14K
$73.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.66K+ 0.85% |
$64.6K - $66.5K
|
434K
$7.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.46K+ 2.14% |
$61.1K - $62.9K
|
165K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.36K+ 4.07% |
$59.3K - $61K
|
85.8K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.13K+ 435.33% |
$55.2K - $56.9K
|
3.85K
$68.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5K+ 1655.63% |
$44.1K - $45.5K
|
2.65K
$47.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 12.51% |
$40.5K - $41.7K
|
20.6K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 0.23% |
$37.8K - $38.9K
|
931K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 4.21% |
$36.2K - $37.3K
|
50.7K
$904K
|