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
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 1.41% |
$318 - $327
|
1.29K
$22.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.63% |
$300 - $309
|
2.71K
$48.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.02% |
$124 - $127
|
30.1K
$535K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$88.3 - $90.9
|
5
$88.9
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.02% |
$70.6 - $72.7
|
23.2K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4+ 0.04% |
$70.6 - $72.7
|
10.5K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-11- 0.06% |
$194 - $200
|
19.9K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.11% |
$477 - $491
|
24K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-30- 0.23% |
$530 - $545
|
12.9K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-40- 1.84% |
$706 - $727
|
2.13K
$37.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-41- 0.17% |
$724 - $745
|
23.5K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-77- 0.19% |
$1.36K - $1.4K
|
41.1K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-85- 0.13% |
$1.5K - $1.55K
|
64.4K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-120- 0.39% |
$2.12K - $2.18K
|
30.4K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-165- 1.61% |
$2.91K - $3K
|
10.1K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 0.11% |
$2.97K - $3.05K
|
157K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-215- 1.96% |
$3.79K - $3.91K
|
10.7K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-255- 1.91% |
$4.5K - $4.64K
|
13.1K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-272- 2.02% |
$4.8K - $4.94K
|
13.2K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-291- 1.88% |
$5.14K - $5.29K
|
15.2K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 2.4% |
$5.3K - $5.45K
|
12.2K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-341- 2.25% |
$6.02K - $6.2K
|
14.8K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 12.12% |
$7.06K - $7.27K
|
2.9K
$51.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-412- 18.87% |
$7.27K - $7.49K
|
1.77K
$31.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-481- 0.79% |
$8.49K - $8.74K
|
60.5K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-596- 0.15% |
$10.5K - $10.8K
|
397K
$7.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-603- 0.35% |
$10.6K - $11K
|
173K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-712- 3.75% |
$12.6K - $12.9K
|
18.3K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-789- 2.51% |
$13.9K - $14.3K
|
30.7K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 12.67% |
$14.6K - $15.1K
|
5.72K
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-887- 0.69% |
$15.7K - $16.1K
|
128K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-948- 7.26% |
$16.7K - $17.2K
|
12.1K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.22K- 6.49% |
$21.6K - $22.2K
|
17.6K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 3.87% |
$22.5K - $23.1K
|
31.6K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.33K- 2.11% |
$23.5K - $24.3K
|
61.9K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 10.32% |
$24.4K - $25.2K
|
12K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.42K- 8.8% |
$25K - $25.7K
|
14.7K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 15.09% |
$27.1K - $27.9K
|
8.64K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.54K- 6.19% |
$27.2K - $28K
|
23.3K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.64K- 11.9% |
$28.9K - $29.8K
|
12.1K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.76K- 11.12% |
$31.1K - $32.1K
|
14.1K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-1.78K- 8.0% |
$31.4K - $32.3K
|
20.4K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 0.77% |
$31.6K - $32.6K
|
231K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.98K- 0.35% |
$34.9K - $35.9K
|
565K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.03K- 50.65% |
$35.7K - $36.8K
|
1.97K
$35.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.1K- 7.31% |
$37K - $38.1K
|
26.6K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.14K- 7.14% |
$37.7K - $38.8K
|
27.8K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.25K- 12.33% |
$39.7K - $40.9K
|
16K
$284K
|