Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.1K+ 25.95% |
$855K - $891K
|
248K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.4KNew |
$845K - $879K
|
50.4K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.1K+ 146.11% |
$788K - $821K
|
79.3K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46K+ 20.57% |
$771K - $803K
|
270K
$4.82M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45.2K+ 14.07% |
$756K - $787K
|
366K
$6.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
41.1K+ 8.49% |
$687K - $716K
|
525K
$9.36M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
39.2KNew |
$656K - $683K
|
39.2K
$699K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
38.7K+ 17.8% |
$648K - $674K
|
256K
$4.57M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
35K+ 7.0% |
$585K - $610K
|
535K
$9.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33.8K+ 132.01% |
$565K - $588K
|
59.3K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
32.8KNew |
$548K - $571K
|
32.8K
$585K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.3KNew |
$541K - $564K
|
32.3K
$577K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.9K+ 10.29% |
$517K - $538K
|
331K
$5.91M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.5K+ 6.41% |
$510K - $531K
|
506K
$9.03M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
29.8KNew |
$499K - $520K
|
29.8K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.8KNew |
$466K - $485K
|
27.8K
$497K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
27.2K+ 102.79% |
$456K - $475K
|
53.7K
$959K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25.7K+ 10.48% |
$430K - $448K
|
271K
$4.84M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.3K+ 10.67% |
$423K - $441K
|
262K
$4.68M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.4K+ 185.49% |
$409K - $426K
|
37.6K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
24.2K+ 19.08% |
$406K - $422K
|
151K
$2.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
23.2K+ 91.07% |
$388K - $404K
|
48.6K
$868K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
23K+ 1.68% |
$386K - $401K
|
1.39M
$24.8M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
23K+ 20.94% |
$385K - $401K
|
133K
$2.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 1.79% |
$374K - $390K
|
1.27M
$22.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.9KNew |
$367K - $382K
|
21.9K
$391K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.9K+ 10.41% |
$349K - $364K
|
221K
$3.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
19.6K+ 6.03% |
$329K - $342K
|
345K
$6.16M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19.1K+ 5.66% |
$320K - $333K
|
357K
$6.37M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.1KNew |
$319K - $332K
|
19.1K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.8K+ 5.61% |
$314K - $327K
|
353K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.7K+ 26.13% |
$297K - $309K
|
85.7K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.4KNew |
$291K - $303K
|
17.4K
$311K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.4K+ 7.12% |
$291K - $303K
|
262K
$4.67M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17K+ 3.37% |
$285K - $297K
|
523K
$9.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.9K+ 19.42% |
$283K - $295K
|
104K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.5KNew |
$277K - $288K
|
16.5K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
16.5K+ 6.97% |
$276K - $288K
|
253K
$4.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15.6K+ 4.02% |
$260K - $271K
|
402K
$7.18M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15K+ 21.43% |
$251K - $261K
|
85K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 3.76% |
$250K - $260K
|
412K
$7.35M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.8K+ 39.67% |
$248K - $259K
|
52.3K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.6KNew |
$244K - $254K
|
14.6K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.3K+ 14.84% |
$239K - $249K
|
111K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.9K+ 19263.89% |
$232K - $242K
|
13.9K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
13.7K+ 10.5% |
$229K - $238K
|
144K
$2.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12.7K+ 41.03% |
$213K - $221K
|
43.7K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.6KNew |
$212K - $220K
|
12.6K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12K+ 83.48% |
$202K - $210K
|
26.5K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.7KNew |
$179K - $187K
|
10.7K
$191K
|