Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.46M+ 6.07% |
$64.5M - $70.2M
|
60.4M
$1.08B
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89M+ 31.51% |
$35.2M - $38.4M
|
7.88M
$141M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48M+ 2.52% |
$27.7M - $30.2M
|
60.4M
$1.08B
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.38M+ 405.59% |
$25.9M - $28.1M
|
1.73M
$30.8M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21M+ 6.44% |
$22.5M - $24.5M
|
19.9M
$356M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
965KNew |
$18M - $19.6M
|
965K
$17.2M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
931K+ 37.6% |
$17.4M - $18.9M
|
3.41M
$60.9M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
789K+ 113.04% |
$14.7M - $16M
|
1.49M
$26.6M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
562KNew |
$10.5M - $11.4M
|
562K
$10M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
548K+ 6.28% |
$10.2M - $11.1M
|
9.27M
$166M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
541K+ 19.93% |
$10.1M - $11M
|
3.25M
$58.2M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
537KNew |
$10M - $10.9M
|
537K
$9.6M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
445K+ 12.4% |
$8.3M - $9.03M
|
4.03M
$72M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
430KNew |
$8.02M - $8.73M
|
430K
$7.68M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
428K+ 1937.47% |
$7.99M - $8.7M
|
450K
$8.04M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
331K+ 34.92% |
$6.18M - $6.72M
|
1.28M
$22.8M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
329KNew |
$6.15M - $6.69M
|
329K
$5.88M
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
276KNew |
$5.16M - $5.61M
|
276K
$4.93M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
275K+ 362.57% |
$5.13M - $5.58M
|
350K
$6.26M
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
262KNew |
$4.9M - $5.33M
|
262K
$4.69M
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
253KNew |
$4.72M - $5.14M
|
253K
$4.52M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
238K+ 22.0% |
$4.43M - $4.83M
|
1.32M
$23.5M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
191K+ 49.05% |
$3.57M - $3.88M
|
581K
$10.4M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
178K+ 14.75% |
$3.32M - $3.61M
|
1.38M
$24.7M
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
176K+ 78.06% |
$3.29M - $3.58M
|
402K
$7.19M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
159K+ 72.41% |
$2.97M - $3.23M
|
379K
$6.77M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
152K+ 9.41% |
$2.84M - $3.09M
|
1.77M
$31.6M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
147K+ 769.57% |
$2.74M - $2.99M
|
166K
$2.97M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
134KNew |
$2.5M - $2.72M
|
134K
$2.39M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
133K+ 79.96% |
$2.48M - $2.7M
|
299K
$5.34M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
126K+ 8.04% |
$2.35M - $2.56M
|
1.69M
$30.2M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
125K+ 39.21% |
$2.34M - $2.55M
|
446K
$7.96M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
125K+ 17.28% |
$2.34M - $2.54M
|
849K
$15.2M
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
116K+ 8.18% |
$2.16M - $2.35M
|
1.53M
$27.3M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
103K+ 2.34% |
$1.92M - $2.09M
|
4.5M
$80.4M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
100K+ 2.47% |
$1.87M - $2.03M
|
4.16M
$74.3M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.1K+ 8.07% |
$1.79M - $1.95M
|
1.29M
$23M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92.2KNew |
$1.72M - $1.87M
|
92.2K
$1.65M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
90.7K+ 179.15% |
$1.69M - $1.84M
|
141K
$2.53M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
90.4K+ 7.37% |
$1.69M - $1.84M
|
1.32M
$23.5M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
86.8K+ 40.57% |
$1.62M - $1.76M
|
301K
$5.38M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
82.8K+ 124.55% |
$1.55M - $1.68M
|
149K
$2.67M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
78.4K+ 9.57% |
$1.46M - $1.59M
|
898K
$16.1M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
78.2KNew |
$1.46M - $1.59M
|
78.2K
$1.4M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78.2KNew |
$1.46M - $1.59M
|
78.2K
$1.4M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76.8K+ 14.16% |
$1.43M - $1.56M
|
619K
$11.1M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.2K+ 20.88% |
$1.39M - $1.51M
|
429K
$7.67M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
72.6KNew |
$1.36M - $1.48M
|
72.6K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.3K+ 3.28% |
$1.35M - $1.47M
|
2.28M
$40.7M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
70.4K+ 15.64% |
$1.31M - $1.43M
|
520K
$9.3M
|