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 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.36K- 17.94% |
$41.7K - $42.9K
|
10.8K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.47K- 4.18% |
$43.5K - $44.9K
|
56.5K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 0.16% |
$46.2K - $47.6K
|
1.63M
$29M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.77K- 4.97% |
$48.8K - $50.3K
|
52.9K
$940K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.8K- 4.76% |
$49.4K - $50.9K
|
56K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.85K- 5.52% |
$50.2K - $51.7K
|
48.7K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.92K- 1.79% |
$51.6K - $53.1K
|
160K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.97K- 9.63% |
$52.4K - $54K
|
27.9K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.18K- 30.34% |
$56.1K - $57.8K
|
7.3K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 50.92% |
$62.2K - $64K
|
3.4K
$60.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.69K- 19.53% |
$65.1K - $67K
|
15.2K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.99K- 4.91% |
$70.4K - $72.5K
|
77.2K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.2K- 19.06% |
$74.1K - $76.3K
|
17.8K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-4.37KClosed |
$77.1K - $79.4K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-4.49K- 22.44% |
$79.3K - $81.7K
|
15.5K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.81K- 22.2% |
$84.9K - $87.5K
|
16.9K
$300K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5K- 27.47% |
$88.3K - $90.9K
|
13.2K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.17K- 2.52% |
$91.2K - $94K
|
200K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.17K- 1.94% |
$91.3K - $94K
|
261K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.62K- 11.01% |
$99.2K - $102K
|
45.4K
$807K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.23K- 7.39% |
$110K - $113K
|
78.1K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.31K- 25.81% |
$111K - $115K
|
18.1K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.54K- 16.28% |
$115K - $119K
|
33.6K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.73K- 11.53% |
$119K - $122K
|
51.6K
$918K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.74K- 7.71% |
$119K - $123K
|
80.7K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.93K- 10.26% |
$122K - $126K
|
60.6K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6.94K- 1.32% |
$122K - $126K
|
519K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 7.85% |
$124K - $128K
|
82.7K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.05K- 3.9% |
$124K - $128K
|
174K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.18K- 15.18% |
$127K - $131K
|
40.2K
$713K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 24.4% |
$129K - $133K
|
22.7K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.5K- 12.57% |
$132K - $136K
|
52.1K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.91K- 0.43% |
$140K - $144K
|
1.83M
$32.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.13K- 10.93% |
$143K - $148K
|
66.3K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.22K- 25.32% |
$145K - $149K
|
24.2K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.56K- 4.39% |
$151K - $156K
|
186K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.6K- 41.58% |
$152K - $156K
|
12.1K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-8.65K- 2.65% |
$153K - $157K
|
317K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-9.1K- 5.7% |
$161K - $165K
|
150K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.19K- 33.68% |
$162K - $167K
|
18.1K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.27K- 2.53% |
$164K - $169K
|
357K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.28K- 37.08% |
$164K - $169K
|
15.8K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.52K- 6.69% |
$168K - $173K
|
133K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.56K- 13.52% |
$169K - $174K
|
61.1K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-9.91K- 2.41% |
$175K - $180K
|
401K
$7.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-10K- 20.13% |
$176K - $182K
|
39.7K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.4K- 2.7% |
$183K - $188K
|
373K
$6.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.4K- 89.86% |
$184K - $189K
|
1.17K
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.5K- 12.07% |
$185K - $190K
|
76.3K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-10.7K- 4.07% |
$189K - $195K
|
253K
$4.49M
|