Purchases and Sales Made in Q2 2022 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 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
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
14.5M
+ 5857.73%
$249M - $276M
14.7M $261M
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
855K
+ 193.98%
$14.7M - $16.3M
1.3M $23M
May 18, 2023 Q2 2022
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
782K
+ 78.51%
$13.5M - $14.9M
1.78M $31.6M
Sep 05, 2024 Q2 2022
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
782K
+ 78.51%
$13.5M - $14.9M
1.78M $31.6M
Jul 27, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
717K
New
$12.4M - $13.7M
717K $12.7M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
703K
+ 16.92%
$12.1M - $13.4M
4.86M $86.3M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
508K
+ 2.55%
$8.76M - $9.7M
20.5M $363M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
294K
+ 6180.27%
$5.07M - $5.61M
299K $5.31M
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
293K
New
$5.04M - $5.58M
293K $5.2M
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

BUY
 -
274K
New
$4.71M - $5.22M
274K $4.86M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
213K
+ 2.71%
$3.68M - $4.07M
8.09M $144M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
201K
+ 5.9%
$3.46M - $3.84M
3.61M $64.1M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
199K
+ 34.2%
$3.42M - $3.79M
780K $13.8M
Aug 05, 2022 Q2 2022
Lws Wealth Advisors, Inc.

BUY
 -
187K
New
$3.23M - $3.57M
187K $3.32M
Jul 13, 2022 Q2 2022
Atticus Wealth Management, LLC

BUY
 -
176K
New
$3.04M - $3.36M
176K $3.13M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
172K
+ 978.57%
$2.97M - $3.28M
190K $3.37M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
161K
+ 20.13%
$2.77M - $3.07M
960K $17M
Aug 15, 2022 Q2 2022
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
113K
New
$1.94M - $2.15M
113K $2M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
104K
New
$1.79M - $1.99M
104K $1.85M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
103K
+ 27.24%
$1.78M - $1.97M
482K $8.56M
Jul 11, 2022 Q2 2022
New Potomac Partners, LLC

BUY
 -
101K
New
$1.74M - $1.93M
101K $1.8M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
101K
+ 76.62%
$1.74M - $1.93M
233K $4.13M
Jul 11, 2022 Q2 2022
Flaharty Asset Management, LLC

BUY
 -
100K
+ 5.93%
$1.73M - $1.91M
1.79M $31.8M
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

BUY
 -
82.2K
New
$1.42M - $1.57M
82.2K $1.46M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
75.4K
+ 3.31%
$1.3M - $1.44M
2.35M $41.8M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
61.7K
+ 6.8%
$1.06M - $1.18M
969K $17.2M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
61.2K
+ 0.66%
$1.05M - $1.17M
9.33M $166M
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

BUY
 -
57.8K
+ 12.34%
$996K - $1.1M
526K $9.34M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
53.7K
+ 5.57%
$925K - $1.02M
1.02M $18.1M
Aug 02, 2022 Q2 2022
Advisor Os, LLC

BUY
 -
53.1K
+ 16.98%
$915K - $1.01M
366K $6.5M
Jul 12, 2022 Q2 2022
Country Trust Bank

BUY
 -
51.8K
+ 2.36%
$893K - $989K
2.25M $40M
Jul 29, 2022 Q2 2022
Meridian Financial Partners LLC

BUY
 -
50.1K
New
$863K - $955K
50.1K $889K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
49.7K
+ 11.26%
$856K - $948K
491K $8.72M
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
49K
New
$844K - $935K
49K $870K
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

BUY
 -
46.4K
+ 7.5%
$800K - $885K
665K $11.8M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

BUY
 -
44.5K
New
$767K - $849K
44.5K $791K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
43.7K
+ 84.56%
$754K - $835K
95.5K $1.7M
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

BUY
 -
41.7K
+ 43.87%
$718K - $795K
137K $2.43M
Jul 18, 2022 Q2 2022
Twelve Points Wealth Management LLC

BUY
 -
40.3K
+ 32.43%
$695K - $769K
165K $2.92M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
38.8K
+ 16.02%
$668K - $740K
281K $4.99M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
38.8K
+ 16.02%
$668K - $740K
281K $4.99M
Jul 01, 2022 Q2 2022
Park National Corp

BUY
 -
38.1K
+ 0.85%
$657K - $727K
4.54M $80.6M
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
34.5K
New
$595K - $659K
34.5K $613K
Aug 15, 2022 Q2 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
31K
New
$535K - $592K
31K $551K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
29K
+ 28.4%
$501K - $554K
131K $2.33M
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
28.7K
+ 2.77%
$495K - $548K
1.06M $18.9M
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
23.9K
New
$412K - $457K
23.9K $425K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
23.8K
+ 26.41%
$409K - $453K
114K $2.02M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
23.7K
New
$409K - $453K
23.7K $421K

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