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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.2K- 9.87% |
$272K - $283K
|
148K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-17K- 22.94% |
$284K - $296K
|
57K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-17.5K- 10.32% |
$294K - $306K
|
152K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-18.4K- 5.05% |
$308K - $321K
|
346K
$6.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-18.7K- 18.41% |
$313K - $326K
|
83K
$1.48M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.3K- 2.05% |
$339K - $353K
|
969K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 14.79% |
$344K - $359K
|
119K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-20.6K- 4.04% |
$345K - $360K
|
490K
$8.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-20.6K- 24.94% |
$346K - $360K
|
62.1K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.8K- 6.85% |
$365K - $380K
|
297K
$5.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.9K- 32.25% |
$383K - $399K
|
48.1K
$859K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25K- 57.87% |
$418K - $436K
|
18.2K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-25K- 42.97% |
$419K - $436K
|
33.2K
$592K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-25.7K- 59.57% |
$430K - $447K
|
17.4K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-26.5K- 30.81% |
$444K - $462K
|
59.6K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-32.8K- 9.16% |
$549K - $572K
|
325K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-33.1K- 42.31% |
$555K - $578K
|
45.2K
$807K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-33.8K- 1.03% |
$566K - $590K
|
3.26M
$58.2M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-37.8K- 8.45% |
$633K - $659K
|
410K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.9K- 74.83% |
$651K - $678K
|
13.1K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-39.4K- 8.53% |
$659K - $686K
|
422K
$7.54M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41.5K- 22.88% |
$695K - $724K
|
140K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41.9K- 36.44% |
$702K - $731K
|
73.1K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-42.6K- 4.6% |
$712K - $742K
|
882K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-45.3K- 17.33% |
$759K - $790K
|
216K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.9K- 2.91% |
$836K - $870K
|
1.66M
$29.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-52.3K- 3.64% |
$875K - $911K
|
1.38M
$24.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52.5K- 81.61% |
$878K - $914K
|
11.8K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-54.4K- 10.64% |
$911K - $948K
|
457K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-59.9K- 79.07% |
$1M - $1.04M
|
15.9K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64.9K- 8.18% |
$1.09M - $1.13M
|
729K
$13M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-69.4K- 29.68% |
$1.16M - $1.21M
|
165K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72.9K- 10.17% |
$1.22M - $1.27M
|
644K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-73K- 69.06% |
$1.22M - $1.27M
|
32.7K
$584K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-78.8K- 86.07% |
$1.32M - $1.37M
|
12.8K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-87K- 28.08% |
$1.46M - $1.52M
|
223K
$3.98M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-89.3K- 66.08% |
$1.5M - $1.56M
|
45.8K
$818K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-92K- 13.22% |
$1.54M - $1.6M
|
604K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-117K- 52.44% |
$1.95M - $2.03M
|
106K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-135K- 56.71% |
$2.26M - $2.36M
|
103K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-166K- 91.1% |
$2.78M - $2.89M
|
16.2K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-204K- 28.91% |
$3.41M - $3.56M
|
502K
$8.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210K- 26.59% |
$3.52M - $3.66M
|
580K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-240K- 62.06% |
$4.02M - $4.19M
|
147K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-290K- 68.33% |
$4.86M - $5.06M
|
135K
$2.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-293K- 20.89% |
$4.9M - $5.1M
|
1.11M
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-328KClosed |
$5.49M - $5.71M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-580K- 27.12% |
$9.71M - $10.1M
|
1.56M
$27.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-596K- 24.79% |
$9.97M - $10.4M
|
1.81M
$32.2M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-780K- 77.95% |
$13.1M - $13.6M
|
221K
$3.94M
|