Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
67.6K+ 119.15% |
$1.26M - $1.37M
|
124K
$2.22M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64.4K+ 515.06% |
$1.2M - $1.31M
|
76.8K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
63.7K+ 8.48% |
$1.19M - $1.29M
|
815K
$14.5M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62KNew |
$1.16M - $1.26M
|
62K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.4KNew |
$1.13M - $1.23M
|
60.4K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
58.9K+ 28.69% |
$1.1M - $1.2M
|
264K
$4.71M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
56.4K+ 275.25% |
$1.05M - $1.15M
|
76.9K
$1.37M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
52.9K+ 83.31% |
$987K - $1.07M
|
116K
$2.07M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.7K+ 10.0% |
$890K - $969K
|
525K
$9.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
45.6K+ 36.31% |
$852K - $927K
|
171K
$3.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
45.6K+ 28.2% |
$850K - $926K
|
207K
$3.69M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
43.8K+ 15.29% |
$818K - $890K
|
330K
$5.89M
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
42.3KNew |
$790K - $860K
|
42.3K
$755K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
42.2K+ 8.92% |
$788K - $858K
|
516K
$9.2M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
42.1K+ 79.8% |
$787K - $856K
|
94.9K
$1.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
40.8K+ 516.89% |
$762K - $830K
|
48.7K
$869K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35.1K+ 14.89% |
$656K - $714K
|
271K
$4.83M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
33.7KNew |
$629K - $685K
|
33.7K
$601K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
33.7KNew |
$628K - $684K
|
33.7K
$600K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33K+ 36.86% |
$616K - $671K
|
123K
$2.18M
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
31.5K+ 12.7% |
$588K - $640K
|
280K
$4.99M
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
29.5KNew |
$551K - $600K
|
29.5K
$526K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
29.3K+ 11.41% |
$547K - $595K
|
286K
$5.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28.5K+ 211.02% |
$532K - $579K
|
42K
$749K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.9KNew |
$522K - $568K
|
27.9K
$498K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.9KNew |
$521K - $567K
|
27.9K
$498K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
27.8KNew |
$519K - $565K
|
27.8K
$496K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
26.8K+ 9.75% |
$500K - $544K
|
302K
$5.38M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.4K+ 51.49% |
$493K - $536K
|
77.6K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
26.4KNew |
$492K - $536K
|
26.4K
$470K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
25.4K+ 142.43% |
$474K - $516K
|
43.2K
$771K
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
24.3K+ 5.17% |
$453K - $493K
|
494K
$8.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
24.1KNew |
$450K - $490K
|
24.1K
$430K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24K+ 2.56% |
$449K - $489K
|
963K
$17.2M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 3.09% |
$447K - $487K
|
799K
$14.2M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
23.2KNew |
$434K - $472K
|
23.2K
$414K
|
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
22.8K+ 9.3% |
$426K - $464K
|
268K
$4.79M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$425K - $463K
|
22.8K
$406K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
22.4KNew |
$419K - $456K
|
22.4K
$400K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.3KNew |
$417K - $454K
|
22.3K
$398K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
22K+ 6.55% |
$410K - $447K
|
357K
$6.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.4K+ 27.69% |
$399K - $435K
|
98.6K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
21.3K+ 4.54% |
$398K - $433K
|
490K
$8.74M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
21KNew |
$393K - $428K
|
21K
$375K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
20.7K+ 4.62% |
$386K - $420K
|
468K
$8.35M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.6K+ 25.45% |
$385K - $419K
|
102K
$1.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.6K+ 23.6% |
$384K - $418K
|
108K
$1.92M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.3KNew |
$380K - $413K
|
20.3K
$363K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.7KNew |
$368K - $400K
|
19.7K
$351K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
19.4KNew |
$363K - $395K
|
19.4K
$347K
|