Purchases and Sales Made in Q2 2023 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 2023. 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 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-309- 2.13% |
$4.8K - $4.99K
|
14.2K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-315- 1.77% |
$4.9K - $5.08K
|
17.5K
$323K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-333- 0.22% |
$5.17K - $5.37K
|
149K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-345- 0.42% |
$5.36K - $5.57K
|
81.1K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-415- 1.51% |
$6.45K - $6.7K
|
27.1K
$500K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-424- 2.16% |
$6.59K - $6.84K
|
19.2K
$354K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-498- 4.63% |
$7.74K - $8.04K
|
10.3K
$189K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-500- 0.67% |
$7.77K - $8.07K
|
74.6K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-533- 4.44% |
$8.28K - $8.6K
|
11.5K
$212K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-624- 21.22% |
$9.7K - $10.1K
|
2.32K
$42.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-654- 0.93% |
$10.2K - $10.6K
|
69.6K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-695- 3.02% |
$10.8K - $11.2K
|
22.3K
$411K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-784- 5.29% |
$12.2K - $12.7K
|
14K
$259K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-994- 2.59% |
$15.4K - $16K
|
37.4K
$690K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 6.86% |
$15.9K - $16.5K
|
13.8K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.06K- 7.65% |
$16.4K - $17.1K
|
12.8K
$235K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.09K- 5.96% |
$17K - $17.6K
|
17.2K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-1.18K- 5.02% |
$18.3K - $19K
|
22.2K
$410K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.2K- 3.81% |
$18.6K - $19.3K
|
30.3K
$558K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-1.28K- 3.41% |
$19.9K - $20.7K
|
36.4K
$671K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 5.59% |
$23.6K - $24.5K
|
25.6K
$473K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.55K- 0.19% |
$24K - $24.9K
|
792K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.65K- 7.54% |
$25.6K - $26.6K
|
20.2K
$373K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.68K- 12.78% |
$26.1K - $27.1K
|
11.5K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.72K- 4.38% |
$26.7K - $27.7K
|
37.6K
$693K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 1.64% |
$26.7K - $27.8K
|
103K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-1.78K- 8.57% |
$27.6K - $28.7K
|
19K
$350K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.92K- 2.45% |
$29.8K - $31K
|
76.5K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2K- 16.67% |
$31.1K - $32.3K
|
10K
$184K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.07K- 0.93% |
$32.2K - $33.4K
|
220K
$4.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.09K- 3.65% |
$32.4K - $33.7K
|
55K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.2K- 8.63% |
$34.2K - $35.5K
|
23.3K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.33K- 10.68% |
$36.2K - $37.6K
|
19.5K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.35K- 10.42% |
$36.5K - $37.9K
|
20.2K
$372K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.41K- 6.33% |
$37.4K - $38.8K
|
35.6K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.47K- 7.34% |
$38.3K - $39.8K
|
31.1K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.54K- 8.13% |
$39.5K - $41K
|
28.7K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.58K- 2.79% |
$40.1K - $41.7K
|
89.9K
$1.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.66K- 19.29% |
$41.3K - $42.9K
|
11.1K
$205K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.89K- 16.09% |
$44.8K - $46.6K
|
15K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.92K- 1.07% |
$45.4K - $47.2K
|
270K
$4.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.04K- 8.27% |
$47.3K - $49.1K
|
33.8K
$623K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.11K- 20.85% |
$48.4K - $50.3K
|
11.8K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.13K- 8.68% |
$48.7K - $50.6K
|
33K
$608K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.19K- 4.15% |
$49.6K - $51.5K
|
73.7K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.26K- 10.64% |
$50.6K - $52.6K
|
27.4K
$505K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-3.26K- 2.52% |
$50.7K - $52.6K
|
126K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-3.4K- 1.88% |
$52.8K - $54.9K
|
177K
$3.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.55K- 0.36% |
$55.2K - $57.3K
|
984K
$18.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.59K- 4.72% |
$55.7K - $57.9K
|
72.4K
$1.33M
|