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
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-7.17K
- 4.07%
$124K - $137K
169K $3.01M
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

SELL
 -
-7.32K
- 4.12%
$126K - $140K
170K $3.03M
Aug 05, 2022 Q2 2022
South State Corp

SELL
 -
-7.54K
- 97.05%
$130K - $144K
229 $4.07K
Aug 12, 2022 Q2 2022
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-8.15K
- 2.9%
$140K - $156K
273K $4.85M
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-8.25K
- 13.42%
$142K - $157K
53.3K $946K
Mar 14, 2023 Q2 2022
Private Portfolio Partners LLC

SELL
 -
-8.28K
- 13.51%
$143K - $158K
53K $941K
Aug 02, 2022 Q2 2022
Private Portfolio Partners LLC

SELL
 -
-8.28K
- 13.51%
$143K - $158K
53K $941K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-8.64K
- 82.29%
$149K - $165K
1.86K $33.1K
Jul 21, 2022 Q2 2022
G&S Capital LLC

SELL
 -
-8.71K
- 36.75%
$150K - $166K
15K $266K
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-9.12K
- 20.69%
$157K - $174K
35K $621K
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-9.59K
- 44.13%
$165K - $183K
12.1K $216K
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-10.2K
Closed
$175K - $194K
0 $0
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-10.2K
Closed
$176K - $194K
0 $0
Nov 14, 2024 Q2 2022
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-10.3K
Closed
$178K - $197K
0 $0
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-10.4K
Closed
$179K - $198K
0 $0
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-10.6K
- 10.48%
$183K - $203K
91K $1.62M
Jul 22, 2022 Q2 2022
Wealth Management Resources, Inc.

SELL
 -
-10.7K
Closed
$184K - $204K
0 $0
Aug 09, 2022 Q2 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-10.8K
- 30.27%
$186K - $206K
24.9K $443K
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-11.4K
- 20.67%
$196K - $217K
43.7K $776K
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-11.4K
- 15.25%
$197K - $218K
63.6K $1.13M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-11.5K
- 6.09%
$197K - $218K
176K $3.14M
Aug 01, 2022 Q2 2022
Busey Wealth Management

SELL
 -
-12K
Closed
$207K - $229K
0 $0
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-12.3K
Closed
$212K - $235K
0 $0
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-12.4K
- 15.26%
$213K - $236K
68.6K $1.22M
Jul 19, 2022 Q2 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-13.2K
- 30.56%
$228K - $252K
30K $534K
Aug 10, 2022 Q2 2022
Members Advisory Group LLC

Williamsville, NY
SELL
 -
-13.5K
- 2.57%
$233K - $258K
513K $9.11M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-13.8K
- 25.33%
$238K - $264K
40.8K $725K
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-14.2K
Closed
$245K - $271K
0 $0
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-14.2K
Closed
$245K - $271K
0 $0
Jul 26, 2022 Q2 2022
Meridian Wealth Advisors, LLC

SELL
 -
-14.5K
- 49.34%
$249K - $276K
14.9K $264K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-14.8K
Closed
$255K - $283K
0 $0
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

SELL
 -
-15.6K
- 52.83%
$268K - $297K
13.9K $247K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-15.6K
- 5.74%
$268K - $297K
255K $4.54M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-15.9K
- 7.48%
$274K - $304K
197K $3.5M
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

SELL
 -
-16K
- 34.94%
$276K - $305K
29.8K $530K
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

SELL
 -
-17.4K
- 13.63%
$300K - $332K
110K $1.96M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-18.4K
- 8.56%
$317K - $351K
197K $3.49M
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-18.4K
- 32.27%
$317K - $351K
38.6K $687K
Jul 13, 2022 Q2 2022
Youngs Advisory Group, Inc.

SELL
 -
-18.5K
Closed
$320K - $354K
0 $0
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

SELL
 -
-19.6K
- 5.18%
$337K - $373K
358K $6.36M
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-20.5K
- 13.88%
$353K - $391K
127K $2.26M
Aug 15, 2022 Q2 2022
First Trust Capital Management L.P.

Chicago, IL
SELL
 -
-20.8K
- 44.64%
$359K - $397K
25.8K $459K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-21K
Closed
$363K - $402K
0 $0
Jul 13, 2022 Q2 2022
Midwest Heritage Bank, Fsb

SELL
 -
-21.1K
- 12.3%
$363K - $402K
150K $2.67M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-21.6K
- 23.18%
$372K - $411K
71.5K $1.27M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
SELL
 -
-22.3K
Closed
$385K - $426K
0 $0
Aug 17, 2022 Q2 2022
Quantum Private Wealth, LLC

Lake Forest, IL
SELL
 -
-22.8K
- 18.97%
$392K - $434K
97.3K $1.73M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-22.8K
Closed
$392K - $435K
0 $0
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-22.8K
- 11.03%
$393K - $436K
184K $3.27M

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