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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57.2K+ 4.01% |
$1.01M - $1.04M
|
1.48M
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
53K+ 12.1% |
$935K - $963K
|
491K
$8.76M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
51.7KNew |
$913K - $941K
|
51.7K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
51.1K+ 7.56% |
$902K - $929K
|
727K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
47K+ 11.64% |
$829K - $854K
|
451K
$8.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46.7K+ 3.51% |
$823K - $848K
|
1.38M
$24.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.8K+ 8.18% |
$808K - $832K
|
606K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
45.1KNew |
$795K - $819K
|
45.1K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.5K+ 10.19% |
$785K - $808K
|
481K
$8.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 179.93% |
$742K - $765K
|
65.4K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
41.9KNew |
$740K - $762K
|
41.9K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
40.2KNew |
$709K - $730K
|
40.2K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 4.1% |
$680K - $700K
|
979K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
38.2KNew |
$675K - $695K
|
38.2K
$682K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
37.1K+ 6.7% |
$654K - $674K
|
590K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
36.2KNew |
$640K - $659K
|
36.2K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.5KNew |
$627K - $646K
|
35.5K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35.4KNew |
$625K - $644K
|
35.4K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34.9K+ 7.33% |
$616K - $634K
|
511K
$9.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.4KNew |
$608K - $626K
|
34.4K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
33.1KNew |
$584K - $601K
|
33.1K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.5KNew |
$574K - $591K
|
32.5K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.2K+ 3.04% |
$569K - $586K
|
1.09M
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
31KNew |
$547K - $563K
|
31K
$553K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.9K+ 38.71% |
$545K - $561K
|
111K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30.6K+ 21525.35% |
$539K - $556K
|
30.7K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 1.44% |
$523K - $538K
|
2.09M
$37.2M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
28KNew |
$495K - $510K
|
28K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1KNew |
$477K - $492K
|
27.1K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$472K - $486K
|
26.7K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
26.1KNew |
$461K - $475K
|
26.1K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
24.7K+ 107.27% |
$435K - $449K
|
47.7K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.6K+ 1.51% |
$434K - $447K
|
1.65M
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.8KNew |
$420K - $433K
|
23.8K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.6K+ 21.78% |
$417K - $429K
|
132K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1K+ 14.1% |
$407K - $419K
|
187K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
22.9KNew |
$403K - $416K
|
22.9K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.8K+ 7.59% |
$403K - $415K
|
324K
$5.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22.6K+ 15.97% |
$400K - $412K
|
164K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
22.6K+ 1.64% |
$399K - $411K
|
1.4M
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 44.91% |
$387K - $398K
|
70.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$383K - $395K
|
21.7K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
21K+ 30.1% |
$370K - $381K
|
90.6K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.7K+ 4.96% |
$331K - $341K
|
397K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
18.5KNew |
$326K - $336K
|
18.5K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 13.45% |
$324K - $333K
|
155K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
17.9K+ 5.0% |
$316K - $325K
|
375K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
17.4KNew |
$307K - $316K
|
17.4K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
17.1K+ 7.88% |
$302K - $311K
|
234K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.7KNew |
$294K - $303K
|
16.7K
$298K
|