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 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 15.76% |
$568K - $585K
|
172K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.2K- 2.28% |
$586K - $604K
|
1.43M
$25.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38.6K- 8.75% |
$681K - $701K
|
402K
$7.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59.7K- 18.42% |
$1.05M - $1.08M
|
264K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-59.8K- 54.62% |
$1.05M - $1.09M
|
49.6K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.5K- 15.4% |
$1.14M - $1.17M
|
354K
$6.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-70K- 25.84% |
$1.23M - $1.27M
|
201K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.9K- 15.51% |
$1.29M - $1.33M
|
397K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-82K- 56.53% |
$1.45M - $1.49M
|
63.1K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-90.6K- 53.97% |
$1.6M - $1.65M
|
77.3K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98K- 99.9% |
$1.73M - $1.78M
|
94
$1.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-169K- 1.75% |
$2.99M - $3.08M
|
9.53M
$170M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-212K- 13.35% |
$3.75M - $3.86M
|
1.38M
$24.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-236K- 7.99% |
$4.16M - $4.29M
|
2.71M
$48.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-278K- 92.28% |
$4.9M - $5.05M
|
23.3K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-351K- 96.91% |
$6.2M - $6.38M
|
11.2K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-440K- 87.46% |
$7.76M - $8M
|
63.1K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.46M- 94.42% |
$25.7M - $26.5M
|
86.2K
$1.54M
|