Purchases and Sales Made in Q3 2023 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 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
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
196
+ 1.55%
$3.11K - $3.19K
12.8K $228K
Oct 11, 2023 Q3 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
189
+ 0.92%
$3K - $3.08K
20.7K $368K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
156
+ 0.44%
$2.48K - $2.54K
35.7K $635K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
91
+ 0.89%
$1.45K - $1.48K
10.3K $182K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
85
New
$1.35K - $1.38K
85 $1.51K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
77
+ 0.33%
$1.22K - $1.25K
23.4K $416K
Nov 09, 2023 Q3 2023
Moser Wealth Advisors, LLC

BUY
 -
76
+ 0.08%
$1.21K - $1.24K
97.6K $1.73M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
71
New
$1.13K - $1.16K
71 $1.26K
Oct 13, 2023 Q3 2023
Ti Trust, Inc

BUY
 -
62
+ 0.32%
$985 - $1.01K
19.3K $342K
Oct 16, 2023 Q3 2023
Mbe Wealth Management, LLC

BUY
 -
49
+ 0.43%
$778 - $798
11.5K $205K
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
44
+ 1.59%
$699 - $716
2.82K $50.1K
Oct 13, 2023 Q3 2023
Family Legacy, Inc.

BUY
 -
39
+ 0.01%
$619 - $635
309K $5.48M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
38
+ 0.15%
$603 - $619
25.7K $456K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
31
+ 0.18%
$492 - $505
16.9K $301K
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
26
+ 0.23%
$413 - $423
11.4K $203K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
19
+ 0.12%
$302 - $309
15.7K $279K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
19
+ 1.58%
$302 - $309
1.22K $21.6K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5
+ 0.22%
$79.4 - $81.4
2.32K $41.3K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
2
+ 0.01%
$31.8 - $32.6
20.2K $359K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-4
- 0.29%
$63.5 - $65.1
1.38K $24.5K
Nov 08, 2023 Q3 2023
Platform Technology Partners

SELL
 -
-46
- 0.19%
$730 - $749
23.6K $419K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-50
- 0.36%
$794 - $814
13.8K $245K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-85
- 0.05%
$1.35K - $1.38K
183K $3.26M
Oct 19, 2023 Q3 2023
Accel Wealth Management

SELL
 -
-98
- 0.17%
$1.56K - $1.6K
58.2K $1.03M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-173
- 1.69%
$2.75K - $2.82K
10.1K $179K
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-195
- 0.42%
$3.1K - $3.17K
46.8K $831K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-205
Closed
$3.26K - $3.34K
0 $0
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

SELL
 -
-250
- 0.3%
$3.97K - $4.07K
83.4K $1.48M
Oct 18, 2023 Q3 2023
Cascade Investment Group, Inc.

Colorado Springs, CO
SELL
 -
-300
- 1.22%
$4.76K - $4.88K
24.2K $431K
Oct 25, 2023 Q3 2023
E&G Advisors, LP

SELL
 -
-317
- 1.52%
$5.03K - $5.16K
20.5K $364K
Oct 27, 2023 Q3 2023
Hudson Capital Management LLC

SELL
 -
-360
- 2.18%
$5.72K - $5.86K
16.2K $287K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-364
- 0.91%
$5.78K - $5.93K
39.8K $708K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-378
- 2.64%
$6K - $6.15K
13.9K $247K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

SELL
 -
-456
- 3.97%
$7.24K - $7.42K
11K $196K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

SELL
 -
-482
- 2.77%
$7.65K - $7.85K
16.9K $301K
Nov 13, 2023 Q3 2023
Barry Investment Advisors, LLC

SELL
 -
-482
- 1.96%
$7.65K - $7.85K
24.1K $429K
Oct 17, 2023 Q3 2023
Summit Financial Group, Inc.

SELL
 -
-500
- 1.99%
$7.94K - $8.14K
24.7K $439K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

SELL
 -
-501
- 0.67%
$7.96K - $8.16K
74.1K $1.32M
Oct 10, 2023 Q3 2023
Cadent Capital Advisors, LLC

SELL
 -
-545
- 3.64%
$8.65K - $8.87K
14.4K $256K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-580
- 4.09%
$9.21K - $9.44K
13.6K $242K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-611
- 4.86%
$9.7K - $9.95K
12K $213K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

SELL
 -
-624
- 5.72%
$9.91K - $10.2K
10.3K $183K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

SELL
 -
-650
- 5.62%
$10.3K - $10.6K
10.9K $194K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

SELL
 -
-651
- 3.78%
$10.3K - $10.6K
16.6K $295K
Nov 13, 2023 Q3 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-677
- 1.53%
$10.8K - $11K
43.7K $777K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-814
- 6.89%
$12.9K - $13.3K
11K $196K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-863
- 2.77%
$13.7K - $14K
30.3K $538K

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