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 16, 2025 Q4 2024
Tudor Financial Inc.

Dayton, OH
BUY
 -
1.42K
+ 6.32%
$25.1K - $25.8K
23.9K $415K
Feb 06, 2025 Q4 2024
Live Oak Investment Partners

Austin, TX
BUY
 -
1.4K
New
$24.7K - $25.5K
1.4K $24.3K
Jan 30, 2025 Q4 2024
De Dora Capital, Inc.

BUY
 -
1.38K
+ 10.83%
$24.4K - $25.1K
14.1K $245K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
1.37K
New
$24.2K - $25K
1.37K $23.8K
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
1.3K
New
$22.9K - $23.6K
1.3K $22.5K
Jan 27, 2025 Q4 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.25K
New
$22.1K - $22.7K
1.25K $21.7K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
1.18K
New
$20.8K - $21.4K
1.18K $20.5K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
1.12K
+ 42.48%
$19.8K - $20.3K
3.75K $65.2K
Jan 13, 2025 Q4 2024
City Center Advisors, LLC

Troy, MI
BUY
 -
1.01K
+ 8.45%
$17.8K - $18.3K
12.9K $225K
Jan 23, 2025 Q4 2024
Oak Harvest Investment Services

BUY
 -
949
+ 7.12%
$16.7K - $17.3K
14.3K $248K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
859
+ 0.56%
$15.2K - $15.6K
153K $2.67M
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
826
+ 96.61%
$14.6K - $15K
1.68K $29.2K
Feb 07, 2025 Q4 2024
Hm Payson & CO

Portland, ME
BUY
 -
812
New
$14.3K - $14.8K
812 $14.1K
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
799
+ 2.47%
$14.1K - $14.5K
33.2K $576K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
722
+ 1.0%
$12.7K - $13.1K
73.3K $1.27M
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
700
New
$12.4K - $12.7K
700 $12.2K
Feb 13, 2025 Q4 2024
Chiron Capital Management, LLC

BUY
 -
700
+ 6.67%
$12.4K - $12.7K
11.2K $195K
Feb 07, 2025 Q4 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
600
New
$10.6K - $10.9K
600 $10.4K
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
567
+ 0.53%
$10K - $10.3K
109K $1.89M
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
559
New
$9.87K - $10.2K
559 $9.71K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
533
+ 2.41%
$9.41K - $9.69K
22.6K $393K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
529
New
$9.34K - $9.62K
529 $9.19K
Feb 14, 2025 Q4 2024
Ima Wealth, Inc.

Wichita, KS
BUY
 -
488
+ 0.24%
$8.61K - $8.87K
200K $3.48M
Feb 25, 2025 Q4 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
479
+ 0.75%
$8.45K - $8.71K
64.3K $1.12M
Feb 06, 2025 Q4 2024
Lvz, Inc.

BUY
 -
476
+ 2.07%
$8.4K - $8.65K
23.5K $408K
Jan 22, 2025 Q4 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
463
+ 0.93%
$8.17K - $8.42K
50.3K $874K
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
457
+ 2.89%
$8.07K - $8.31K
16.3K $283K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
425
+ 1.75%
$7.5K - $7.73K
24.7K $429K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
406
+ 2.61%
$7.17K - $7.38K
16K $278K
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
401
+ 2.64%
$7.08K - $7.29K
15.6K $271K
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
392
+ 2.25%
$6.92K - $7.13K
17.8K $309K
Feb 12, 2025 Q4 2024
Roi Financial Advisors, LLC

Beaverton, OR
BUY
 -
392
+ 0.68%
$6.92K - $7.13K
58.1K $1.01M
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
379
New
$6.69K - $6.89K
379 $6.58K
Feb 10, 2025 Q4 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
307
+ 0.86%
$5.42K - $5.58K
36.2K $628K
Feb 06, 2025 Q4 2024
Vision Financial Markets LLC

Stamford, CT
BUY
 -
304
New
$5.37K - $5.53K
304 $5.28K
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
285
+ 1.88%
$5.03K - $5.18K
15.5K $269K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
276
+ 1.44%
$4.87K - $5.02K
19.4K $337K
Jan 30, 2025 Q4 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
257
+ 2.49%
$4.54K - $4.67K
10.6K $183K
Feb 13, 2025 Q4 2024
True Private Wealth Advisors

BUY
 -
226
+ 1.08%
$3.99K - $4.11K
21.2K $368K
Jan 30, 2025 Q4 2024
River & Mercantile LLC

Waltham, MA
BUY
 -
200
+ 0.1%
$3.53K - $3.64K
200K $3.48M
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
193
+ 0.28%
$3.41K - $3.51K
69.9K $1.21M
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
185
+ 0.49%
$3.27K - $3.36K
37.8K $657K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
181
New
$3.19K - $3.29K
181 $3.14K
Feb 13, 2025 Q4 2024
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
139
+ 0.39%
$2.45K - $2.53K
35.8K $621K
Feb 14, 2025 Q4 2024
Vista Investment Management

Pittsburgh, PA
BUY
 -
115
+ 0.78%
$2.03K - $2.09K
14.8K $258K
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
106
New
$1.87K - $1.93K
106 $1.84K
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
104
+ 0.26%
$1.84K - $1.89K
39.7K $690K
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
45
New
$794 - $818
45 $782
Jan 22, 2025 Q4 2024
Mbe Wealth Management, LLC

BUY
 -
39
+ 0.33%
$688 - $709
11.7K $203K

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