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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-23.1K- 16.36% |
$398K - $441K
|
118K
$2.1M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.6K- 23.96% |
$407K - $451K
|
75K
$1.33M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-24K- 13.17% |
$413K - $458K
|
158K
$2.81M
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-24.1KClosed |
$416K - $460K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25K- 2.42% |
$430K - $477K
|
1.01M
$17.9M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25.5K- 23.46% |
$439K - $486K
|
83.2K
$1.48M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-26KClosed |
$447K - $495K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-26.4KClosed |
$454K - $503K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.4K- 19.97% |
$473K - $524K
|
110K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.9KClosed |
$481K - $533K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-29.1K- 22.52% |
$502K - $556K
|
100K
$1.78M
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-29.5KClosed |
$508K - $563K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-30.5K- 3.39% |
$525K - $581K
|
868K
$15.4M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.6K- 12.03% |
$528K - $585K
|
224K
$3.98M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-31.3K- 64.21% |
$539K - $597K
|
17.4K
$310K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-31.9K- 5.82% |
$550K - $609K
|
516K
$9.17M
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-32.4K- 56.24% |
$559K - $618K
|
25.2K
$448K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.3K- 9.62% |
$591K - $654K
|
322K
$5.72M
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-35.6K- 10.19% |
$614K - $680K
|
314K
$5.58M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36.4K- 59.64% |
$627K - $694K
|
24.6K
$438K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-37.4K- 48.71% |
$645K - $714K
|
39.4K
$700K
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$653K - $723K
|
0
$0
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-38.2K- 70.25% |
$658K - $729K
|
16.2K
$287K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-38.5KClosed |
$664K - $735K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38.9K- 44.89% |
$671K - $743K
|
47.8K
$850K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-39.3K- 30.74% |
$677K - $749K
|
88.5K
$1.57M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-39.8KClosed |
$685K - $759K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-42KClosed |
$724K - $802K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-42.1KClosed |
$726K - $804K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45.3K- 70.22% |
$781K - $865K
|
19.2K
$342K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.4K- 36.43% |
$782K - $866K
|
79.3K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-45.6K- 24.81% |
$786K - $870K
|
138K
$2.46M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-48.2K- 3.66% |
$830K - $919K
|
1.27M
$22.6M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-50.5K- 30.89% |
$870K - $964K
|
113K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-53.3K- 37.71% |
$919K - $1.02M
|
88.1K
$1.57M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56.9K- 12.66% |
$980K - $1.09M
|
392K
$6.97M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-58.3KClosed |
$1M - $1.11M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-58.4K- 39.14% |
$1.01M - $1.11M
|
90.9K
$1.61M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.4KClosed |
$1.04M - $1.15M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-60.6KClosed |
$1.04M - $1.16M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-65K- 12.39% |
$1.12M - $1.24M
|
460K
$8.17M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-66.2K- 46.05% |
$1.14M - $1.26M
|
77.6K
$1.38M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-66.7K- 20.17% |
$1.15M - $1.27M
|
264K
$4.69M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-66.7K- 56.7% |
$1.15M - $1.27M
|
50.9K
$905K
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-67.2K- 34.14% |
$1.16M - $1.28M
|
130K
$2.3M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-72.6KClosed |
$1.25M - $1.39M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-73.3K- 39.25% |
$1.26M - $1.4M
|
113K
$2.02M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-73.8K- 41.18% |
$1.27M - $1.41M
|
105K
$1.87M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-78.2KClosed |
$1.35M - $1.49M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-78.2KClosed |
$1.35M - $1.49M
|
0
$0
|