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
Aug 10, 2021 Q2 2021
Harvest Investment Services, LLC

SELL
 -
-624
- 0.76%
$12.6K - $12.9K
81K $1.44M
Jul 21, 2021 Q2 2021
Sound View Wealth Advisors Group, LLC

SELL
 -
-908
- 5.22%
$18.4K - $18.7K
16.5K $293K
Jul 19, 2021 Q2 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-930
- 4.85%
$18.8K - $19.2K
18.2K $324K
Aug 13, 2021 Q2 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-1K
- 8.57%
$20.2K - $20.6K
10.7K $189K
Aug 05, 2021 Q2 2021
Column Capital Advisors, LLC

SELL
 -
-1.08K
- 84.35%
$21.8K - $22.2K
200 $3.55K
Aug 06, 2021 Q2 2021
Twin Lakes Capital Management, LLC

Redwood Shores, CA
SELL
 -
-1.31K
Closed
$26.5K - $27K
0 $0
Aug 12, 2021 Q2 2021
Jones Financial Companies Lllp

SELL
 -
-1.36K
Closed
$27.5K - $28K
0 $0
Jul 22, 2021 Q2 2021
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.37K
- 3.55%
$27.7K - $28.2K
37.2K $660K
Nov 24, 2021 Q2 2021
Mcdonald Partners LLC

SELL
 -
-1.5K
- 4.8%
$30.3K - $30.8K
29.7K $527K
Jul 22, 2021 Q2 2021
Busey Wealth Management

SELL
 -
-1.72K
- 9.0%
$34.8K - $35.5K
17.4K $309K
Aug 20, 2021 Q2 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-2.03K
- 11.0%
$41K - $41.8K
16.4K $291K
Jul 15, 2021 Q2 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.06K
- 8.29%
$41.6K - $42.4K
22.8K $405K
Aug 06, 2021 Q2 2021
Sfmg, LLC

SELL
 -
-2.19K
- 12.68%
$44.3K - $45.1K
15.1K $268K
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-2.24K
- 9.54%
$45.3K - $46.1K
21.2K $376K
Jul 27, 2021 Q2 2021
Creative Financial Designs Inc

SELL
 -
-2.32K
- 6.12%
$46.9K - $47.8K
35.6K $632K
Jul 19, 2021 Q2 2021
Mai Capital Management

SELL
 -
-2.33K
- 3.55%
$47.1K - $48K
63.4K $1.12M
Jul 12, 2021 Q2 2021
Burns J W & CO Inc

SELL
 -
-2.48K
- 4.38%
$50K - $51K
54K $958K
Aug 06, 2021 Q2 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.7K
- 16.15%
$54.7K - $55.7K
14K $249K
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

SELL
 -
-2.94K
- 12.8%
$59.4K - $60.5K
20K $355K
Aug 12, 2021 Q2 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-3.1K
- 1.86%
$62.7K - $63.9K
164K $2.9M
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-3.25K
Closed
$65.8K - $67K
0 $0
Aug 09, 2021 Q2 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-3.26K
- 15.69%
$66K - $67.2K
17.5K $311K
Jul 30, 2021 Q2 2021
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-3.5K
Closed
$70.9K - $72.2K
0 $0
Jul 20, 2021 Q2 2021
Kmg Fiduciary Partners, LLC

SELL
 -
-3.77K
- 1.58%
$76.2K - $77.6K
234K $4.15M
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.92K
Closed
$79.2K - $80.7K
0 $0
Jul 28, 2021 Q2 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-4.31K
- 3.78%
$87.1K - $88.7K
110K $1.95M
Jul 29, 2021 Q2 2021
Whittier Trust CO

SELL
 -
-5K
Closed
$101K - $103K
0 $0
Jul 12, 2021 Q2 2021
Cooper Financial Group

SELL
 -
-5.11K
- 31.0%
$103K - $105K
11.4K $202K
Jul 21, 2021 Q2 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-6.48K
- 0.81%
$131K - $133K
789K $14M
Aug 10, 2021 Q2 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-6.65K
- 3.6%
$134K - $137K
178K $3.16M
Jul 23, 2021 Q2 2021
Cra Financial Services, LLC

SELL
 -
-7.5K
- 20.46%
$152K - $155K
29.2K $518K
Aug 06, 2021 Q2 2021
Ironwood Investment Counsel, LLC

SELL
 -
-9.15K
- 4.27%
$185K - $189K
205K $3.64M
Aug 12, 2021 Q2 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-9.53K
- 11.86%
$193K - $196K
70.8K $1.26M
Jan 12, 2024 Q2 2021
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-9.7K
- 1.9%
$196K - $200K
501K $8.89M
Aug 13, 2021 Q2 2021
Lincoln National Corp

SELL
 -
-9.82K
- 5.12%
$199K - $202K
182K $3.23M
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-9.88K
- 3.01%
$200K - $203K
319K $5.65M
Jul 21, 2021 Q2 2021
Ifg Advisory, LLC

SELL
 -
-10.1K
- 13.96%
$204K - $208K
62.1K $1.1M
Jul 28, 2021 Q2 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-10.5K
Closed
$212K - $216K
0 $0
Jul 27, 2021 Q2 2021
Wedbush Securities Inc

SELL
 -
-12.7K
- 9.44%
$257K - $262K
122K $2.17M
Jul 26, 2021 Q2 2021
Koshinski Asset Management, Inc.

SELL
 -
-14.1K
- 54.53%
$285K - $290K
11.7K $208K
Aug 05, 2021 Q2 2021
Atlas Private Wealth Management

SELL
 -
-14.9K
- 6.75%
$301K - $306K
205K $3.65M
Aug 13, 2021 Q2 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-15.1K
- 2.59%
$304K - $310K
566K $10M
Jul 13, 2021 Q2 2021
Beam Wealth Advisors, Inc.

SELL
 -
-15.2K
- 46.5%
$308K - $313K
17.5K $311K
Aug 10, 2021 Q2 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-16.3K
- 6.1%
$329K - $335K
250K $4.44M
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-18.1K
- 21.93%
$366K - $372K
64.4K $1.14M
Aug 16, 2021 Q2 2021
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-20K
Closed
$404K - $412K
0 $0
Aug 16, 2021 Q2 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-21.4K
- 4.37%
$434K - $442K
470K $8.34M
Jul 30, 2021 Q2 2021
Kestra Private Wealth Services, LLC

SELL
 -
-22.2K
- 16.59%
$450K - $458K
112K $1.98M
Aug 05, 2021 Q2 2021
American Financial Advisors, LLC

SELL
 -
-24.5K
- 20.13%
$495K - $505K
97.2K $1.73M

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