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 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
98New |
$1.69K - $1.87K
|
98
$1.74K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
67+ 0.57% |
$1.15K - $1.28K
|
11.8K
$210K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
31New |
$534 - $591
|
31
$551
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
24+ 0.14% |
$414 - $458
|
16.6K
$295K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15+ 0.08% |
$258 - $286
|
19.5K
$346K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 0.05% |
$155 - $172
|
19.1K
$339K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 3.86% |
$190 - $210
|
274
$4.87K
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-55- 0.08% |
$948 - $1.05K
|
73.3K
$1.3M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-76Closed |
$1.31K - $1.45K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 28.57% |
$1.72K - $1.91K
|
250
$4.44K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-111- 0.73% |
$1.91K - $2.12K
|
15K
$267K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-160- 0.14% |
$2.76K - $3.05K
|
117K
$2.08M
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-161- 0.46% |
$2.77K - $3.07K
|
34.8K
$618K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-162- 75.35% |
$2.79K - $3.09K
|
53
$942
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-192- 0.82% |
$3.31K - $3.66K
|
23.1K
$411K
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-200- 0.17% |
$3.45K - $3.82K
|
116K
$2.06M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-206- 0.71% |
$3.55K - $3.93K
|
28.7K
$509K
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-211- 0.93% |
$3.64K - $4.03K
|
22.5K
$400K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-266- 0.2% |
$4.58K - $5.08K
|
133K
$2.37M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-297- 0.2% |
$5.12K - $5.67K
|
151K
$2.68M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-300Closed |
$5.17K - $5.72K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-300Closed |
$5.17K - $5.72K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-340- 0.72% |
$5.86K - $6.49K
|
46.6K
$829K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-384- 1.12% |
$6.62K - $7.33K
|
33.9K
$602K
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-390- 2.65% |
$6.72K - $7.44K
|
14.3K
$255K
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-465- 0.54% |
$8.01K - $8.87K
|
85.6K
$1.52M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-467- 3.02% |
$8.05K - $8.91K
|
15K
$267K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-530- 0.31% |
$9.13K - $10.1K
|
168K
$2.99M
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-585- 11.88% |
$10.1K - $11.2K
|
4.34K
$77.1K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-587- 11.36% |
$10.1K - $11.2K
|
4.58K
$81.4K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-604- 0.3% |
$10.4K - $11.5K
|
202K
$3.58M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-656- 2.92% |
$11.3K - $12.5K
|
21.8K
$387K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-660- 45.21% |
$11.4K - $12.6K
|
800
$14.2K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-716- 7.69% |
$12.3K - $13.7K
|
8.6K
$153K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-743- 1.2% |
$12.8K - $14.2K
|
61.1K
$1.09M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-802- 4.07% |
$13.8K - $15.3K
|
18.9K
$336K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-856- 0.97% |
$14.7K - $16.3K
|
87.1K
$1.55M
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-945- 1.59% |
$16.3K - $18K
|
58.3K
$1.04M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.33% |
$17.2K - $19.1K
|
29K
$516K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.06KClosed |
$18.2K - $20.2K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-1.14K- 20.94% |
$19.6K - $21.7K
|
4.3K
$76.4K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.2K- 3.56% |
$20.7K - $22.9K
|
32.5K
$577K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.31K- 9.09% |
$22.6K - $25K
|
13.1K
$233K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.35KClosed |
$23.3K - $25.8K
|
0
$0
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.49KClosed |
$25.6K - $28.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5KClosed |
$25.8K - $28.6K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.5KClosed |
$25.9K - $28.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.52K- 4.71% |
$26.2K - $29K
|
30.8K
$547K
|