Purchases and Sales Made in Q2 2021 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
Jul 29, 2021 Q2 2021
Red Door Wealth Management, LLC

BUY
 -
964
New
$19.5K - $19.9K
964 $17.2K
Aug 03, 2021 Q2 2021
1776 Wealth LLC

BUY
 -
904
+ 3.47%
$18.3K - $18.6K
27K $480K
Jul 26, 2021 Q2 2021
Peak Financial Advisors LLC

BUY
 -
901
+ 0.23%
$18.2K - $18.6K
394K $7.02M
Aug 06, 2021 Q2 2021
Parallel Advisors, LLC

BUY
 -
890
New
$18K - $18.3K
890 $15.8K
Jul 16, 2021 Q2 2021
Lvz, Inc.

BUY
 -
809
+ 1.12%
$16.4K - $16.7K
73.2K $1.3M
Aug 31, 2021 Q2 2021
Leelyn Smith, LLC

Geneva, IL
BUY
 -
735
+ 17.03%
$14.9K - $15.1K
5.05K $89.9K
Jul 27, 2021 Q2 2021
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
551
New
$11.1K - $11.4K
551 $9.81K
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
516
New
$10.4K - $10.6K
516 $9.18K
Aug 19, 2021 Q2 2021
M Holdings Securities, Inc.

Portland, OR
BUY
 -
491
+ 1.55%
$9.93K - $10.1K
32.1K $572K
Jan 08, 2024 Q2 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
457
+ 0.86%
$9.24K - $9.41K
53.6K $954K
Aug 03, 2021 Q2 2021
Carmichael Hill & Associates, Inc.

BUY
 -
419
+ 5.2%
$8.47K - $8.63K
8.48K $151K
Aug 11, 2021 Q2 2021
Black Rock Inc.

New York, NY
BUY
 -
372
New
$7.52K - $7.66K
372 $6.62K
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
366
+ 1.19%
$7.4K - $7.54K
31.1K $554K
Jul 13, 2021 Q2 2021
Sound Income Strategies, LLC

BUY
 -
305
+ 53.98%
$6.17K - $6.28K
870 $15.5K
Aug 13, 2021 Q2 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
265
+ 0.28%
$5.36K - $5.46K
95K $1.69M
Aug 12, 2021 Q2 2021
Jacobi Capital Management LLC

BUY
 -
256
+ 3.09%
$5.18K - $5.27K
8.54K $152K
Aug 12, 2021 Q2 2021
Blair William & CO

Chicago, IL
BUY
 -
232
+ 2.41%
$4.69K - $4.78K
9.84K $175K
Jul 27, 2021 Q2 2021
Thoroughbred Financial Services, LLC

BUY
 -
180
+ 0.56%
$3.64K - $3.71K
32.2K $574K
Aug 04, 2021 Q2 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
167
+ 1.07%
$3.38K - $3.44K
15.7K $280K
Aug 11, 2021 Q2 2021
Mendel Money Management

Northbrook, IL
BUY
 -
162
+ 1.53%
$3.28K - $3.34K
10.7K $191K
Jul 20, 2021 Q2 2021
First Command Advisory Services, Inc.

BUY
 -
152
New
$3.07K - $3.13K
152 $2.71K
Aug 10, 2021 Q2 2021
Meridian Wealth Advisors, LLC

BUY
 -
150
+ 0.91%
$3.03K - $3.09K
16.6K $296K
Aug 04, 2021 Q2 2021
Lee Financial CO

Dallas, TX
BUY
 -
150
New
$3.03K - $3.09K
150 $2.67K
Jul 29, 2021 Q2 2021
Investors Research Corp

BUY
 -
122
+ 3.38%
$2.47K - $2.51K
3.74K $66.5K
Aug 13, 2021 Q2 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
116
New
$2.35K - $2.39K
116 $2.06K
Aug 11, 2021 Q2 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
107
+ 0.12%
$2.16K - $2.2K
88.6K $1.58M
Aug 13, 2021 Q2 2021
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
73
+ 0.29%
$1.48K - $1.5K
25.4K $452K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

BUY
 -
54
+ 0.28%
$1.09K - $1.11K
19K $339K
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
46
+ 0.35%
$930 - $948
13K $232K
Aug 03, 2021 Q2 2021
Tru Independence LLC

BUY
 -
43
+ 0.39%
$869 - $886
11.1K $198K
Jul 02, 2021 Q2 2021
M&R Capital Management Inc

BUY
 -
9
+ 0.04%
$182 - $185
21.6K $384K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 16, 2021 Q2 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-30
- 0.06%
$607 - $618
54.5K $969K
Aug 02, 2021 Q2 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-35
- 0.16%
$708 - $721
22.4K $399K
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

SELL
 -
-35
- 3.14%
$708 - $721
1.08K $19.2K
Jul 29, 2021 Q2 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-37
- 0.21%
$748 - $762
17.6K $314K
Aug 16, 2021 Q2 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-116
- 1.01%
$2.35K - $2.39K
11.4K $202K
Jul 22, 2021 Q2 2021
Elk River Wealth Management, LLC

SELL
 -
-150
- 0.53%
$3.03K - $3.09K
28.1K $500K
Aug 04, 2021 Q2 2021
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-152
- 0.29%
$3.07K - $3.13K
51.9K $924K
Aug 17, 2021 Q2 2021
Hm Payson & CO

Portland, ME
SELL
 -
-267
Closed
$5.4K - $5.5K
0 $0
Aug 10, 2021 Q2 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-309
- 2.43%
$6.25K - $6.37K
12.4K $221K
Aug 12, 2021 Q2 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-334
- 0.62%
$6.75K - $6.88K
53.3K $948K
Jul 14, 2021 Q2 2021
Mezzasalma Advisors, LLC

SELL
 -
-350
- 1.35%
$7.08K - $7.21K
25.5K $454K
Aug 13, 2021 Q2 2021
Integrated Wealth Concepts LLC

SELL
 -
-361
- 0.8%
$7.3K - $7.44K
45K $802K
Feb 22, 2022 Q2 2021
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-491
- 1.65%
$9.93K - $10.1K
29.2K $520K
Jul 29, 2021 Q2 2021
Cordasco Financial Network

SELL
 -
-500
Closed
$10.1K - $10.3K
0 $0
Jul 30, 2021 Q2 2021
Tradewinds Capital Management, LLC

SELL
 -
-511
Closed
$10.3K - $10.5K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-557
Closed
$11.3K - $11.5K
0 $0
Aug 10, 2021 Q2 2021
Harvest Investment Services, LLC

SELL
 -
-624
- 0.76%
$12.6K - $12.9K
81K $1.44M

Track Institutional and Insider Activities on FPE

Follow FIRST TR PFD SECS & INCOME ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPE shares.

Notify only if

Insider Trading

Get notified when an First Tr Pfd Secs & Income ETF insider buys or sells FPE shares.

Notify only if

News

Receive news related to FIRST TR PFD SECS & INCOME ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FPE