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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.57MNew |
$151M - $156M
|
8.57M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.62M+ 104.31% |
$63.9M - $65.8M
|
7.09M
$127M
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
2.1M+ 1097.57% |
$37M - $38.2M
|
2.29M
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.87M+ 3.83% |
$33M - $34M
|
50.6M
$904M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.54MNew |
$27.1M - $27.9M
|
1.54M
$27.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.25MNew |
$22.1M - $22.8M
|
1.25M
$22.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15M+ 9.69% |
$20.3M - $20.9M
|
13M
$233M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.08MNew |
$19.1M - $19.7M
|
1.08M
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 79.02% |
$19.1M - $19.6M
|
2.45M
$43.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01M+ 7.89% |
$17.7M - $18.3M
|
13.7M
$245M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
842KNew |
$14.9M - $15.3M
|
842K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
658KNew |
$11.6M - $12M
|
658K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
520K+ 144.83% |
$9.18M - $9.46M
|
879K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
479KNew |
$8.46M - $8.71M
|
479K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
474K+ 92.93% |
$8.37M - $8.62M
|
985K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
416KNew |
$7.34M - $7.56M
|
416K
$7.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
401KNew |
$7.08M - $7.29M
|
401K
$7.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
397K+ 25.89% |
$7M - $7.21M
|
1.93M
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
358K+ 19.98% |
$6.33M - $6.52M
|
2.15M
$38.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
327KNew |
$5.77M - $5.94M
|
327K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
286K+ 1.73% |
$5.05M - $5.2M
|
16.8M
$300M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
219K+ 13.51% |
$3.87M - $3.98M
|
1.84M
$32.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
219K+ 67.87% |
$3.86M - $3.98M
|
542K
$9.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200K+ 55.35% |
$3.53M - $3.64M
|
562K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
198K+ 8.7% |
$3.5M - $3.6M
|
2.48M
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180K+ 18.22% |
$3.18M - $3.28M
|
1.17M
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
162K+ 1088.86% |
$2.86M - $2.94M
|
177K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155K+ 5.63% |
$2.73M - $2.82M
|
2.91M
$51.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
144KNew |
$2.53M - $2.61M
|
144K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
141K+ 87.67% |
$2.49M - $2.56M
|
302K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
123K+ 52.81% |
$2.18M - $2.24M
|
357K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 9.26% |
$2.17M - $2.23M
|
1.45M
$25.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
116K+ 18.73% |
$2.05M - $2.11M
|
735K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
106K+ 15.64% |
$1.87M - $1.92M
|
783K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
102K+ 43.43% |
$1.8M - $1.85M
|
336K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.1KNew |
$1.68M - $1.73M
|
95.1K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93.9KNew |
$1.66M - $1.71M
|
93.9K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
91.1K+ 56.54% |
$1.61M - $1.66M
|
252K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82.4K+ 18.58% |
$1.45M - $1.5M
|
526K
$9.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
78.8K+ 10.4% |
$1.39M - $1.43M
|
837K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78K+ 67.05% |
$1.38M - $1.42M
|
194K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
76.3K+ 55.81% |
$1.35M - $1.39M
|
213K
$3.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
74.8K+ 21.16% |
$1.32M - $1.36M
|
429K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.3K+ 10.16% |
$1.28M - $1.31M
|
784K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
63.5K+ 471.15% |
$1.12M - $1.15M
|
76.9K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
60.8KNew |
$1.07M - $1.11M
|
60.8K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
60.8K+ 69.06% |
$1.07M - $1.11M
|
149K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
59.6K+ 59.34% |
$1.05M - $1.08M
|
160K
$2.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
58.2K+ 609.23% |
$1.03M - $1.06M
|
67.8K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 210.29% |
$1.01M - $1.04M
|
84.7K
$1.51M
|