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 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-61.9K- 85.22% |
$1.16M - $1.26M
|
10.7K
$191K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-62K- 58.75% |
$1.16M - $1.26M
|
43.5K
$776K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-68.1K- 19.01% |
$1.27M - $1.38M
|
290K
$5.18M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-70.2K- 18.33% |
$1.31M - $1.43M
|
313K
$5.57M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76.5KClosed |
$1.43M - $1.55M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-78.1KClosed |
$1.46M - $1.59M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-82.2KClosed |
$1.53M - $1.67M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-84.9K- 68.1% |
$1.59M - $1.73M
|
39.8K
$709K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-85.9K- 19.81% |
$1.6M - $1.75M
|
348K
$6.2M
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-96KClosed |
$1.79M - $1.95M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-101KClosed |
$1.89M - $2.05M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-104K- 39.82% |
$1.95M - $2.12M
|
158K
$2.81M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-108K- 37.61% |
$2.02M - $2.2M
|
179K
$3.2M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-111K- 21.59% |
$2.08M - $2.27M
|
405K
$7.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-114KClosed |
$2.12M - $2.31M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-114K- 4.93% |
$2.13M - $2.32M
|
2.2M
$39.2M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-125K- 28.16% |
$2.34M - $2.55M
|
320K
$5.71M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130KClosed |
$2.42M - $2.63M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-133K- 75.89% |
$2.48M - $2.69M
|
42.1K
$751K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-138K- 51.08% |
$2.57M - $2.8M
|
132K
$2.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-142K- 11.42% |
$2.66M - $2.89M
|
1.1M
$19.7M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-144K- 24.8% |
$2.69M - $2.93M
|
437K
$7.79M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-151KClosed |
$2.81M - $3.06M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-152K- 5.55% |
$2.84M - $3.1M
|
2.59M
$46.3M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-153K- 25.78% |
$2.86M - $3.11M
|
441K
$7.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-156K- 37.95% |
$2.91M - $3.17M
|
255K
$4.54M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-178K- 87.25% |
$3.32M - $3.61M
|
26K
$463K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-200KClosed |
$3.73M - $4.06M
|
0
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-220K- 47.56% |
$4.1M - $4.46M
|
242K
$4.32M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-220K- 47.56% |
$4.1M - $4.46M
|
242K
$4.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-228K- 63.83% |
$4.26M - $4.64M
|
129K
$2.31M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-235K- 38.37% |
$4.39M - $4.78M
|
378K
$6.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-235K- 79.54% |
$4.39M - $4.78M
|
60.5K
$1.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-235K- 8.79% |
$4.39M - $4.78M
|
2.44M
$43.5M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-255KClosed |
$4.76M - $5.18M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-269KClosed |
$5.02M - $5.46M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-312KClosed |
$5.83M - $6.34M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-365K- 91.39% |
$6.81M - $7.41M
|
34.4K
$612K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-418KClosed |
$7.8M - $8.49M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-420K- 93.33% |
$7.84M - $8.53M
|
30K
$535K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-466K- 4.53% |
$8.69M - $9.46M
|
9.81M
$175M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-485KClosed |
$9.06M - $9.86M
|
0
$0
|
|
|
May 18, 2023
Q1 2022
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-489K- 32.92% |
$9.13M - $9.93M
|
996K
$17.8M
|
|
|
Sep 05, 2024
Q1 2022
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-489K- 32.92% |
$9.13M - $9.93M
|
996K
$17.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-508K- 16.45% |
$9.48M - $10.3M
|
2.58M
$46M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-520K- 21.71% |
$9.72M - $10.6M
|
1.88M
$33.5M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-547K- 60.55% |
$10.2M - $11.1M
|
356K
$6.36M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-563K- 60.97% |
$10.5M - $11.4M
|
361K
$6.43M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-582K- 95.18% |
$10.9M - $11.8M
|
29.4K
$525K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-649K- 4.33% |
$12.1M - $13.2M
|
14.4M
$256M
|