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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 1.2% |
$523 - $569
|
2.35K
$41.9K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
27New |
$504 - $549
|
27
$481
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23+ 0.07% |
$429 - $467
|
32.3K
$576K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21+ 0.13% |
$392 - $427
|
16.6K
$295K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.23% |
$224 - $244
|
5.17K
$92.1K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 0.04% |
$168 - $183
|
21.6K
$385K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.05% |
$112 - $122
|
12.6K
$224K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 0.34% |
$93.4 - $102
|
1.49K
$26.5K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-8- 0.03% |
$149 - $163
|
23.3K
$415K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29- 0.21% |
$541 - $589
|
13.6K
$242K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-46- 0.92% |
$859 - $935
|
4.95K
$88.2K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-58Closed |
$1.08K - $1.18K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-100- 50.0% |
$1.87K - $2.03K
|
100
$1.78K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-131- 0.21% |
$2.45K - $2.66K
|
61K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-148- 1.56% |
$2.76K - $3.01K
|
9.31K
$166K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-217- 2.09% |
$4.05K - $4.41K
|
10.2K
$182K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-233- 1.68% |
$4.35K - $4.73K
|
13.6K
$243K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-243- 46.02% |
$4.54K - $4.94K
|
285
$5.08K
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-309- 0.08% |
$5.77K - $6.28K
|
363K
$6.48M
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-309- 1.22% |
$5.77K - $6.28K
|
25K
$446K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-315- 2.14% |
$5.88K - $6.4K
|
14.4K
$257K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 1.31% |
$7.47K - $8.13K
|
30K
$535K
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-407- 0.51% |
$7.6K - $8.27K
|
78.8K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 3.98% |
$8.12K - $8.84K
|
10.5K
$187K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-436- 10.97% |
$8.14K - $8.86K
|
3.54K
$63.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-464- 0.19% |
$8.66K - $9.43K
|
247K
$4.4M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-466- 4.38% |
$8.7K - $9.47K
|
10.2K
$181K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-600- 0.32% |
$11.2K - $12.2K
|
185K
$3.3M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-632- 6.92% |
$11.8K - $12.8K
|
8.5K
$152K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-651- 0.36% |
$12.2K - $13.2K
|
179K
$3.18M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-677- 1.27% |
$12.6K - $13.8K
|
52.6K
$938K
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-700- 0.72% |
$13.1K - $14.2K
|
96.2K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-704- 16.23% |
$13.1K - $14.3K
|
3.63K
$64.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-767Closed |
$14.3K - $15.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-785- 2.61% |
$14.7K - $16K
|
29.3K
$523K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-835- 3.42% |
$15.6K - $17K
|
23.6K
$421K
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-901- 0.75% |
$16.8K - $18.3K
|
120K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-936- 4.67% |
$17.5K - $19K
|
19.1K
$341K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-952- 0.53% |
$17.8K - $19.3K
|
178K
$3.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-991- 6.31% |
$18.5K - $20.1K
|
14.7K
$262K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.1K- 75.86% |
$20.5K - $22.4K
|
350
$6.24K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.12K- 1.02% |
$20.9K - $22.7K
|
109K
$1.94M
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.17K- 4.66% |
$21.8K - $23.7K
|
23.9K
$425K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.2K- 4.63% |
$22.4K - $24.4K
|
24.7K
$440K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.23KClosed |
$22.9K - $24.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 2.31% |
$24.3K - $26.5K
|
55.1K
$982K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1.38KClosed |
$25.8K - $28.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.41K- 10.1% |
$26.2K - $28.5K
|
12.5K
$223K
|