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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.3KNew |
$288K - $297K
|
16.3K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 4.4% |
$280K - $288K
|
376K
$6.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.6KNew |
$276K - $284K
|
15.6K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.6K+ 57.17% |
$276K - $284K
|
42.9K
$767K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
14.9KNew |
$264K - $272K
|
14.9K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
$259K - $267K
|
14.7K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.6K+ 12.18% |
$258K - $266K
|
135K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.7K+ 8.38% |
$241K - $248K
|
177K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.6K+ 11.37% |
$239K - $246K
|
133K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
13.4K+ 26.2% |
$236K - $243K
|
64.3K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1KNew |
$232K - $239K
|
13.1K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.7K+ 10.04% |
$224K - $231K
|
139K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
12.4K+ 3.98% |
$219K - $226K
|
324K
$5.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$218K - $225K
|
12.4K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.3KNew |
$218K - $224K
|
12.3K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
12.2K+ 34.17% |
$215K - $221K
|
47.8K
$854K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
12K+ 10.15% |
$212K - $218K
|
130K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
11.9KNew |
$211K - $217K
|
11.9K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
11.9K+ 15.42% |
$210K - $217K
|
89.2K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
11.9KNew |
$210K - $216K
|
11.9K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.8KNew |
$208K - $214K
|
11.8K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.7K+ 3.53% |
$207K - $214K
|
345K
$6.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.6KNew |
$204K - $210K
|
11.6K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.5KNew |
$202K - $208K
|
11.5K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.4KNew |
$201K - $207K
|
11.4K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.3KNew |
$199K - $205K
|
11.3K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.1KNew |
$196K - $201K
|
11.1K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
11K+ 3.92% |
$195K - $200K
|
292K
$5.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 88.27% |
$192K - $197K
|
23.1K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 1833.16% |
$187K - $193K
|
11.2K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.3KNew |
$181K - $186K
|
10.3K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.2K+ 89.23% |
$180K - $185K
|
21.6K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.6K+ 2.93% |
$169K - $175K
|
337K
$6.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.56K+ 1.59% |
$169K - $174K
|
612K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.38K+ 2.92% |
$166K - $170K
|
331K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.09K+ 5.9% |
$160K - $165K
|
163K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.74K+ 52.23% |
$154K - $159K
|
25.5K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
8.6K+ 55.75% |
$152K - $156K
|
24K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.34K+ 23.65% |
$147K - $152K
|
43.6K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.32K+ 2.82% |
$147K - $151K
|
303K
$5.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.18K+ 7.5% |
$144K - $149K
|
117K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.99K+ 1.22% |
$141K - $145K
|
665K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.91K+ 66.43% |
$140K - $144K
|
19.8K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.84K+ 31.6% |
$138K - $143K
|
32.7K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.63K+ 1.12% |
$135K - $139K
|
688K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.52K+ 39.59% |
$133K - $137K
|
26.5K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.38K+ 2.58% |
$130K - $134K
|
293K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.08K+ 5.97% |
$125K - $129K
|
126K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.01K+ 12.14% |
$124K - $127K
|
64.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.55K+ 33.94% |
$116K - $119K
|
25.9K
$462K
|