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
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
826+ 96.61% |
$14.6K - $15K
|
1.68K
$30K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
812New |
$14.3K - $14.8K
|
812
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
799+ 2.47% |
$14.1K - $14.5K
|
33.2K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
722+ 1.0% |
$12.7K - $13.1K
|
73.3K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
700New |
$12.4K - $12.7K
|
700
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
700+ 6.67% |
$12.4K - $12.7K
|
11.2K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
600New |
$10.6K - $10.9K
|
600
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
567+ 0.53% |
$10K - $10.3K
|
109K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
559New |
$9.87K - $10.2K
|
559
$9.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
533+ 2.41% |
$9.41K - $9.69K
|
22.6K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
488+ 0.24% |
$8.61K - $8.87K
|
200K
$3.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
476+ 2.07% |
$8.4K - $8.65K
|
23.5K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
463+ 0.93% |
$8.17K - $8.42K
|
50.3K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
457+ 2.89% |
$8.07K - $8.31K
|
16.3K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
425+ 1.75% |
$7.5K - $7.73K
|
24.7K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
406+ 2.61% |
$7.17K - $7.38K
|
16K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
401+ 2.64% |
$7.08K - $7.29K
|
15.6K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
392+ 0.68% |
$6.92K - $7.13K
|
58.1K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
392+ 2.25% |
$6.92K - $7.13K
|
17.8K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
379New |
$6.69K - $6.89K
|
379
$6.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
307+ 0.86% |
$5.42K - $5.58K
|
36.2K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
304New |
$5.37K - $5.53K
|
304
$5.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
285+ 1.88% |
$5.03K - $5.18K
|
15.5K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
276+ 1.44% |
$4.87K - $5.02K
|
19.4K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
257+ 2.49% |
$4.54K - $4.67K
|
10.6K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
226+ 1.08% |
$3.99K - $4.11K
|
21.2K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
200+ 0.1% |
$3.53K - $3.64K
|
200K
$3.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
193+ 0.28% |
$3.41K - $3.51K
|
69.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
185+ 0.49% |
$3.27K - $3.36K
|
37.8K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
181New |
$3.19K - $3.29K
|
181
$3.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
139+ 0.39% |
$2.45K - $2.53K
|
35.8K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
115+ 0.78% |
$2.03K - $2.09K
|
14.8K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
106New |
$1.87K - $1.93K
|
106
$1.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
104+ 0.26% |
$1.84K - $1.89K
|
39.7K
$709K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
45New |
$794 - $818
|
45
$803
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 0.33% |
$688 - $709
|
11.7K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 0.22% |
$565 - $582
|
14.7K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.18% |
$530 - $545
|
16.6K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
28+ 0.14% |
$494 - $509
|
20.1K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
23+ 0.13% |
$406 - $418
|
17.6K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$353 - $364
|
15.8K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 1.41% |
$318 - $327
|
1.29K
$23K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.63% |
$300 - $309
|
2.71K
$48.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.02% |
$124 - $127
|
30.1K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.02% |
$70.6 - $72.7
|
23.2K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4+ 0.04% |
$70.6 - $72.7
|
10.5K
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-11- 0.06% |
$194 - $200
|
19.9K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.11% |
$477 - $491
|
24K
$429K
|