Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.4K+ 13.12% |
$404K - $447K
|
202K
$3.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
23.2K+ 9.19% |
$400K - $443K
|
276K
$4.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$389K - $431K
|
22.6K
$402K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.5K+ 171.09% |
$388K - $430K
|
35.7K
$637K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.8K+ 17.25% |
$376K - $417K
|
148K
$2.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
20.9K+ 19.93% |
$360K - $398K
|
126K
$2.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7KNew |
$357K - $395K
|
20.7K
$369K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20.1KNew |
$346K - $383K
|
20.1K
$358K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
19.9KNew |
$342K - $379K
|
19.9K
$354K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.7K+ 2.42% |
$340K - $376K
|
834K
$14.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18.8K+ 64.4% |
$324K - $359K
|
48K
$855K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
18.6K+ 3.58% |
$321K - $355K
|
539K
$9.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17.7KNew |
$305K - $337K
|
17.7K
$315K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.5K+ 8.92% |
$284K - $315K
|
202K
$3.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 20.69% |
$274K - $304K
|
92.8K
$1.66M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15.6KNew |
$269K - $298K
|
15.6K
$278K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
15.6K+ 40.68% |
$268K - $297K
|
53.9K
$960K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14.3K+ 23.14% |
$247K - $274K
|
76.3K
$1.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$232K - $257K
|
13.5K
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.2KNew |
$227K - $251K
|
13.2K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
13KNew |
$224K - $248K
|
13K
$232K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12.3K+ 19.01% |
$212K - $235K
|
77.2K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.1K+ 4.19% |
$209K - $232K
|
302K
$5.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.5K+ 2.94% |
$199K - $220K
|
404K
$7.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.2KNew |
$193K - $214K
|
11.2K
$200K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
10.9K+ 3.62% |
$188K - $208K
|
313K
$5.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 0.42% |
$187K - $208K
|
2.59M
$46.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.4KNew |
$179K - $198K
|
10.4K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 60.55% |
$178K - $197K
|
27.3K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3KNew |
$177K - $196K
|
10.3K
$184K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.84K+ 87.54% |
$170K - $188K
|
21.1K
$376K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.82K+ 131.15% |
$169K - $187K
|
17.3K
$309K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
9.82K+ 3.26% |
$169K - $187K
|
311K
$5.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
9.8K+ 15.36% |
$169K - $187K
|
73.6K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
9.73K+ 5232.8% |
$168K - $186K
|
9.92K
$177K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.31K+ 1.69% |
$160K - $178K
|
561K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.97K+ 24.54% |
$155K - $171K
|
45.5K
$812K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.68KNew |
$132K - $147K
|
7.68K
$137K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.39K+ 2.11% |
$127K - $141K
|
358K
$6.38M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.14K+ 28.07% |
$123K - $136K
|
32.6K
$580K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.36K+ 7.97% |
$110K - $121K
|
86.2K
$1.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.81K+ 0.42% |
$100K - $111K
|
1.39M
$24.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
5.63K+ 11.1% |
$96.9K - $107K
|
56.3K
$1M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
5.22KNew |
$90K - $99.7K
|
5.22K
$93.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.09K+ 3.68% |
$87.6K - $97K
|
143K
$2.56M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.03K+ 6.49% |
$86.7K - $96K
|
82.6K
$1.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.89K+ 10.93% |
$84.3K - $93.4K
|
49.7K
$885K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.78K+ 6.55% |
$82.3K - $91.1K
|
77.7K
$1.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
4.73K+ 0.92% |
$81.5K - $90.2K
|
520K
$9.28M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.58K+ 10.52% |
$78.9K - $87.4K
|
48.1K
$858K
|