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 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
17.8K+ 3.37% |
$333K - $363K
|
548K
$9.74M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
17.8K+ 4.75% |
$333K - $362K
|
393K
$6.98M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6K+ 14.3% |
$291K - $317K
|
125K
$2.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
15.1KNew |
$283K - $308K
|
15.1K
$269K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
14.3KNew |
$268K - $292K
|
14.3K
$255K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.2KNew |
$266K - $289K
|
14.2K
$253K
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14K+ 5.84% |
$261K - $285K
|
254K
$4.51M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$241K - $262K
|
12.9K
$229K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 4.28% |
$237K - $257K
|
309K
$5.48M
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
12.2K+ 106.45% |
$228K - $248K
|
23.7K
$421K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
11.5K+ 6.3% |
$215K - $234K
|
195K
$3.46M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3KNew |
$212K - $230K
|
11.3K
$201K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.2K+ 12.68% |
$209K - $228K
|
99.7K
$1.77M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11K+ 5.43% |
$205K - $223K
|
213K
$3.78M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 19.41% |
$201K - $219K
|
66.2K
$1.18M
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.3KNew |
$193K - $210K
|
10.3K
$183K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
10KNew |
$187K - $203K
|
10K
$178K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.42K+ 12.18% |
$176K - $191K
|
86.8K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.32K+ 5.31% |
$174K - $189K
|
185K
$3.29M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.12K+ 6.78% |
$170K - $185K
|
144K
$2.55M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.98K+ 4.65% |
$168K - $183K
|
202K
$3.59M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.73K+ 7.33% |
$163K - $177K
|
128K
$2.27M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
8.14K+ 55.81% |
$152K - $165K
|
22.7K
$404K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.72K+ 10.71% |
$144K - $157K
|
79.8K
$1.42M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.62K+ 21.76% |
$142K - $155K
|
42.6K
$758K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.48K+ 74.05% |
$140K - $152K
|
17.6K
$313K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.46KNew |
$139K - $152K
|
7.46K
$133K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.15KNew |
$133K - $145K
|
7.15K
$127K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.66K+ 0.8% |
$124K - $135K
|
839K
$14.9M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.62K+ 5.5% |
$124K - $135K
|
127K
$2.26M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.41K+ 19.96% |
$120K - $130K
|
38.5K
$685K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
6.37K+ 12.43% |
$119K - $129K
|
57.6K
$1.02M
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
6.34K+ 5.09% |
$118K - $129K
|
131K
$2.33M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.1K+ 20.0% |
$114K - $124K
|
36.6K
$650K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
6.05K+ 20.98% |
$113K - $123K
|
34.9K
$620K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.05K+ 5.65% |
$113K - $123K
|
113K
$2.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.88K+ 52.73% |
$110K - $120K
|
17K
$303K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
5.83K+ 10.07% |
$109K - $119K
|
63.8K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.82KNew |
$109K - $118K
|
5.82K
$103K
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.73K+ 17.83% |
$107K - $116K
|
37.9K
$673K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.68K+ 4.69% |
$106K - $115K
|
127K
$2.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
5.17K+ 31.24% |
$96.6K - $105K
|
21.7K
$386K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.76K+ 7.92% |
$88.9K - $96.7K
|
64.8K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
4.3KNew |
$80.3K - $87.4K
|
4.3K
$76.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.27K+ 1.69% |
$79.7K - $86.8K
|
258K
$4.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.22K+ 8.05% |
$78.8K - $85.8K
|
56.6K
$1.01M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.55K+ 8.6% |
$66.2K - $72.1K
|
44.8K
$795K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.5K+ 6.88% |
$65.3K - $71.1K
|
54.4K
$966K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.25KNew |
$60.7K - $66K
|
3.25K
$57.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3.12K+ 5.27% |
$58.2K - $63.4K
|
62.4K
$1.11M
|