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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.53K- 30.32% |
$70.4K - $73.1K
|
10.4K
$185K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-4.6K- 10.0% |
$71.5K - $74.2K
|
41.4K
$736K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-4.75K- 4.85% |
$73.8K - $76.7K
|
93.2K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5K- 50.0% |
$77.7K - $80.7K
|
5K
$88.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.18K- 33.72% |
$80.4K - $83.5K
|
10.2K
$181K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.48K- 10.85% |
$85.2K - $88.5K
|
45K
$800K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-5.65K- 5.88% |
$87.8K - $91.2K
|
90.4K
$1.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5.72K- 8.13% |
$88.8K - $92.3K
|
64.6K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.78K- 24.95% |
$89.9K - $93.3K
|
17.4K
$309K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.79K- 4.59% |
$89.9K - $93.4K
|
120K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.79K- 4.59% |
$89.9K - $93.4K
|
120K
$2.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.87K- 21.76% |
$91.2K - $94.7K
|
21.1K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-5.98K- 6.67% |
$93K - $96.5K
|
83.7K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-6K- 16.41% |
$93.2K - $96.8K
|
30.6K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.5K- 19.08% |
$101K - $105K
|
27.6K
$490K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-6.52K- 38.57% |
$101K - $105K
|
10.4K
$184K
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.56K- 14.88% |
$102K - $106K
|
37.5K
$667K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.68K- 11.2% |
$104K - $108K
|
53K
$942K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.89K- 69.96% |
$107K - $111K
|
2.96K
$52.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.53K- 1.6% |
$117K - $122K
|
462K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-8.71K- 12.59% |
$135K - $141K
|
60.5K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-8.9K- 2.7% |
$138K - $144K
|
320K
$5.69M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9K- 3.57% |
$140K - $145K
|
243K
$4.32M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.74K- 15.31% |
$151K - $157K
|
53.9K
$957K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.83K- 20.43% |
$153K - $159K
|
38.3K
$680K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10K- 17.55% |
$156K - $162K
|
47.1K
$838K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.2K- 15.03% |
$158K - $164K
|
57.5K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.6K- 95.89% |
$165K - $171K
|
455
$8.09K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.7K- 23.97% |
$197K - $204K
|
40.2K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-12.8K- 9.96% |
$200K - $207K
|
116K
$2.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-16.2K- 18.29% |
$252K - $262K
|
72.4K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.9K- 4.88% |
$263K - $274K
|
330K
$5.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-17.3K- 41.41% |
$270K - $280K
|
24.5K
$436K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-17.6K- 10.85% |
$274K - $284K
|
145K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.9K- 0.92% |
$293K - $304K
|
2.04M
$36.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 50.47% |
$319K - $331K
|
20.1K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21.7K- 47.16% |
$338K - $351K
|
24.4K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-21.9K- 22.41% |
$340K - $353K
|
75.7K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-22K- 5.32% |
$342K - $356K
|
392K
$6.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.6K- 8.69% |
$367K - $381K
|
248K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.8K- 1.35% |
$369K - $384K
|
1.74M
$30.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-24K- 21.5% |
$373K - $388K
|
87.7K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.4K- 11.72% |
$379K - $394K
|
184K
$3.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.9K- 71.1% |
$387K - $402K
|
10.1K
$180K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-25K- 28.85% |
$388K - $403K
|
61.6K
$1.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-25.2K- 9.11% |
$392K - $407K
|
252K
$4.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-25.5K- 6.11% |
$396K - $412K
|
392K
$6.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25.7K- 19.28% |
$399K - $414K
|
107K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25.9K- 23.11% |
$402K - $418K
|
86.1K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-25.9K- 15.0% |
$402K - $418K
|
147K
$2.61M
|