Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.3K+ 5.59% |
$390K - $398K
|
365K
$6.48M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.3K+ 5.59% |
$390K - $398K
|
365K
$6.48M
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19.2K+ 2.92% |
$388K - $396K
|
678K
$12M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.9KNew |
$381K - $388K
|
18.9K
$335K
|
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 1.41% |
$373K - $380K
|
1.33M
$23.6M
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
16.9K+ 123.3% |
$343K - $349K
|
30.7K
$545K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
16.9K+ 123.3% |
$343K - $349K
|
30.7K
$545K
|
|
|
Jul 07, 2021
Q2 2021
|
Security National Bank
|
BUY
|
- |
16.8KNew |
$339K - $345K
|
16.8K
$298K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.3K+ 51.93% |
$329K - $335K
|
47.5K
$845K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 14.53% |
$329K - $335K
|
128K
$2.28M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15.7KNew |
$317K - $323K
|
15.7K
$279K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 6.03% |
$315K - $321K
|
274K
$4.87M
|
|
|
Aug 12, 2021
Q2 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
15.6K+ 15.32% |
$315K - $321K
|
117K
$2.08M
|
|
|
Jul 23, 2021
Q2 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
15.5K+ 7.41% |
$313K - $319K
|
225K
$3.99M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15KNew |
$303K - $308K
|
15K
$266K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14.7KNew |
$297K - $303K
|
14.7K
$261K
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.6K+ 2.53% |
$295K - $300K
|
591K
$10.5M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
14K+ 1.56% |
$283K - $288K
|
910K
$16.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
13.8KNew |
$279K - $284K
|
13.8K
$245K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 4.48% |
$271K - $276K
|
312K
$5.55M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.1K+ 5.55% |
$264K - $269K
|
248K
$4.41M
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13KNew |
$262K - $267K
|
13K
$230K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.5K+ 17.32% |
$254K - $258K
|
84.9K
$1.51M
|
|
|
Aug 05, 2021
Q2 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
12.5K+ 3.15% |
$252K - $257K
|
409K
$7.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.1K+ 13.64% |
$244K - $249K
|
101K
$1.79M
|
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
12KNew |
$243K - $247K
|
12K
$213K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
12K+ 14.05% |
$243K - $247K
|
97.4K
$1.73M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 17.01% |
$241K - $245K
|
82K
$1.46M
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.6KNew |
$235K - $239K
|
11.6K
$207K
|
|
|
Jul 28, 2021
Q2 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
11.4KNew |
$229K - $234K
|
11.4K
$202K
|
|
|
Aug 13, 2021
Q2 2021
|
Milestone Advisory Partners
|
BUY
|
- |
11.2K+ 1.41% |
$227K - $232K
|
809K
$14.4M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 2.87% |
$223K - $228K
|
396K
$7.04M
|
|
|
Jul 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6KNew |
$214K - $218K
|
10.6K
$188K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
10.5K+ 7.11% |
$212K - $216K
|
158K
$2.8M
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
10.4K+ 21.31% |
$209K - $213K
|
59K
$1.05M
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 14.28% |
$208K - $212K
|
82.4K
$1.46M
|
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.1KNew |
$204K - $207K
|
10.1K
$179K
|
|
|
Aug 13, 2021
Q2 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
9.96K+ 3.15% |
$201K - $205K
|
326K
$5.8M
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.75K+ 2.35% |
$197K - $201K
|
424K
$7.53M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.3K+ 25.48% |
$188K - $192K
|
45.8K
$814K
|
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.15K+ 28.98% |
$185K - $188K
|
40.7K
$723K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
9.09K+ 7.63% |
$184K - $187K
|
128K
$2.28M
|
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
9.09K+ 16.51% |
$184K - $187K
|
64.1K
$1.14M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.69KNew |
$176K - $179K
|
8.69K
$154K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.43K+ 13.39% |
$170K - $174K
|
71.4K
$1.27M
|
|
|
Jul 20, 2021
Q2 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
8.14K+ 18.94% |
$165K - $168K
|
51.1K
$909K
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.32K+ 4.85% |
$148K - $151K
|
158K
$2.81M
|
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.28K+ 25.23% |
$147K - $150K
|
36.1K
$642K
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7K+ 587.25% |
$142K - $144K
|
8.19K
$146K
|
|
|
Jul 28, 2021
Q2 2021
|
Concentrum Wealth Management
|
BUY
|
- |
6.98K+ 6.42% |
$141K - $144K
|
116K
$2.05M
|