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 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 16.36% |
$249K - $271K
|
68.2K
$1.22M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13.8K- 2.93% |
$257K - $280K
|
456K
$8.13M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 2.13% |
$266K - $290K
|
654K
$11.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14.7KClosed |
$274K - $299K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-14.8KClosed |
$276K - $300K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15K- 1.43% |
$280K - $305K
|
1.03M
$18.5M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$281K - $305K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-15.4K- 59.0% |
$287K - $312K
|
10.7K
$190K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.2K- 7.92% |
$303K - $330K
|
189K
$3.37M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-16.3K- 29.89% |
$305K - $332K
|
38.3K
$683K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-17.3K- 8.44% |
$323K - $352K
|
188K
$3.35M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-19K- 12.96% |
$355K - $386K
|
128K
$2.28M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19K- 9.74% |
$355K - $387K
|
176K
$3.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19.8K- 16.21% |
$369K - $402K
|
102K
$1.82M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.7K- 1.3% |
$387K - $422K
|
1.57M
$28M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-21.9K- 25.36% |
$410K - $446K
|
64.5K
$1.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-23.5KClosed |
$439K - $477K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-24.1K- 16.12% |
$450K - $490K
|
125K
$2.24M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-24.2KClosed |
$453K - $493K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-24.3K- 7.97% |
$455K - $495K
|
281K
$5.01M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.6KClosed |
$459K - $500K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-25.3K- 19.48% |
$473K - $515K
|
105K
$1.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-25.9KClosed |
$483K - $526K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.6K- 13.62% |
$496K - $540K
|
169K
$3.01M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26.9K- 30.4% |
$502K - $546K
|
61.5K
$1.1M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28K- 0.36% |
$522K - $569K
|
7.69M
$137M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-29.2K- 17.12% |
$545K - $593K
|
141K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-31.4KClosed |
$586K - $637K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-33.6K- 60.65% |
$628K - $684K
|
21.8K
$389K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-35.5K- 22.89% |
$663K - $721K
|
120K
$2.13M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-36.7K- 21.09% |
$686K - $746K
|
137K
$2.45M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-37.4KClosed |
$699K - $761K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-37.6K- 14.38% |
$702K - $764K
|
224K
$3.99M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-38.8K- 8.61% |
$725K - $789K
|
413K
$7.36M
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-39.4KClosed |
$735K - $800K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-40.8K- 58.12% |
$762K - $829K
|
29.4K
$524K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-41.4K- 30.07% |
$773K - $842K
|
96.3K
$1.72M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-42.1K- 35.95% |
$786K - $856K
|
75K
$1.34M
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-43.1KClosed |
$805K - $876K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-45K- 44.11% |
$841K - $915K
|
57.1K
$1.02M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-46.4K- 20.29% |
$866K - $943K
|
182K
$3.25M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-47.2K- 21.96% |
$881K - $959K
|
168K
$2.99M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-48.8K- 20.71% |
$910K - $991K
|
187K
$3.33M
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-49.9KClosed |
$932K - $1.01M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-50.1K- 27.85% |
$935K - $1.02M
|
130K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-52.1K- 26.09% |
$973K - $1.06M
|
148K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-55.4KClosed |
$1.03M - $1.13M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-57.4KClosed |
$1.07M - $1.17M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-58K- 8.18% |
$1.08M - $1.18M
|
651K
$11.6M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60.7K- 11.91% |
$1.13M - $1.23M
|
449K
$8.01M
|