Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

BUY
 -
2.18K
+ 2.57%
$44.7K - $45.3K
87.1K $1.56M
Oct 13, 2021 Q3 2021
Mjp Associates Inc

BUY
 -
2.08K
+ 4.96%
$42.6K - $43.1K
43.9K $785K
Nov 05, 2021 Q3 2021
Arq Wealth Advisors, LLC

BUY
 -
2.04K
+ 7.28%
$41.8K - $42.3K
30.1K $537K
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.86K
+ 14.38%
$38.2K - $38.7K
14.8K $265K
Feb 23, 2022 Q3 2021
Fsb Premier Wealth Management, Inc.

BUY
 -
1.86K
+ 7.76%
$38K - $38.5K
25.8K $460K
Nov 04, 2021 Q3 2021
Platform Technology Partners

BUY
 -
1.7K
+ 7.48%
$34.9K - $35.3K
24.4K $437K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.62K
+ 12.68%
$33.2K - $33.6K
14.4K $257K
Oct 21, 2021 Q3 2021
Chiron Capital Management, LLC

BUY
 -
1.6K
+ 3.13%
$32.8K - $33.2K
52.7K $943K
Oct 28, 2021 Q3 2021
Mcdonald Partners LLC

BUY
 -
1.5K
+ 5.04%
$30.7K - $31.1K
31.2K $558K
Nov 02, 2021 Q3 2021
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.47K
+ 1.66%
$30.1K - $30.5K
90K $1.61M
Oct 25, 2021 Q3 2021
Meridian Financial Partners LLC

BUY
 -
1.35K
+ 3.97%
$27.6K - $28K
35.3K $631K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.32K
+ 20.49%
$27K - $27.3K
7.75K $138K
Nov 12, 2021 Q3 2021
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
1.15K
+ 1.25%
$23.6K - $23.9K
93K $1.66M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
1.15K
+ 1.25%
$23.6K - $23.8K
93.2K $1.67M
Nov 12, 2021 Q3 2021
Hexagon Capital Partners LLC

BUY
 -
1.06K
+ 48.06%
$21.6K - $21.9K
3.25K $58.1K
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
1K
New
$20.5K - $20.8K
1K $17.9K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

BUY
 -
915
+ 0.75%
$18.8K - $19K
123K $2.2M
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
708
+ 5.04%
$14.5K - $14.7K
14.7K $264K
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
600
+ 0.95%
$12.3K - $12.5K
64K $1.14M
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
511
New
$10.5K - $10.6K
511 $9.13K
Nov 09, 2021 Q3 2021
Washington Trust CO

BUY
 -
487
New
$9.98K - $10.1K
487 $8.7K
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
460
+ 9.1%
$9.43K - $9.55K
5.52K $98.6K
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
383
+ 3.37%
$7.85K - $7.95K
11.7K $210K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
360
+ 1.01%
$7.38K - $7.47K
35.9K $642K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
240
+ 0.5%
$4.92K - $4.98K
47.8K $854K
Nov 03, 2021 Q3 2021
Red Cedar Investment Management, LLC

BUY
 -
148
+ 0.27%
$3.03K - $3.07K
55.3K $988K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
142
+ 0.33%
$2.91K - $2.95K
42.6K $761K
Oct 25, 2021 Q3 2021
Cadent Capital Advisors, LLC

BUY
 -
136
+ 0.78%
$2.79K - $2.82K
17.5K $313K
Oct 26, 2021 Q3 2021
Alpha Cubed Investments, LLC

BUY
 -
80
+ 0.08%
$1.64K - $1.66K
94.2K $1.68M
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
77
+ 0.08%
$1.58K - $1.6K
95K $1.7M
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
73
New
$1.5K - $1.51K
73 $1.3K
Oct 21, 2021 Q3 2021
Sound View Wealth Advisors Group, LLC

BUY
 -
23
+ 0.14%
$472 - $477
16.5K $295K
Oct 27, 2021 Q3 2021
Thoroughbred Financial Services, LLC

BUY
 -
21
+ 0.07%
$431 - $436
32.3K $576K
Oct 15, 2021 Q3 2021
Sheets Smith Wealth Management

BUY
 -
20
+ 0.17%
$410 - $415
11.6K $208K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
19
+ 0.83%
$390 - $394
2.31K $41.3K
Nov 15, 2021 Q3 2021
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
16
+ 1.16%
$328 - $332
1.4K $25K
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
12
+ 1.15%
$246 - $249
1.06K $18.9K
Oct 05, 2021 Q3 2021
M&R Capital Management Inc

BUY
 -
9
+ 0.04%
$185 - $187
21.6K $386K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2021 Q3 2021
Investors Research Corp

SELL
 -
-5
- 0.13%
$103 - $104
3.73K $66.7K
Nov 12, 2021 Q3 2021
Concentrum Wealth Management

SELL
 -
-20
- 0.02%
$410 - $415
116K $2.07M
Oct 14, 2021 Q3 2021
Beam Wealth Advisors, Inc.

SELL
 -
-129
- 0.74%
$2.64K - $2.68K
17.4K $311K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-130
- 0.42%
$2.67K - $2.7K
31K $554K
Nov 12, 2021 Q3 2021
First Command Advisory Services, Inc.

SELL
 -
-152
Closed
$3.12K - $3.15K
0 $0
Nov 02, 2021 Q3 2021
Allworth Financial LP

SELL
 -
-319
- 61.82%
$6.54K - $6.62K
197 $3.52K
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-332
Closed
$6.81K - $6.89K
0 $0
Nov 15, 2021 Q3 2021
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-359
- 0.02%
$7.36K - $7.45K
1.56M $27.9M

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