Purchases and Sales Made in Q1 2022 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 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
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
3.04K
+ 27.2%
$56.8K - $61.8K
14.2K $253K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.03K
+ 3.36%
$56.5K - $61.5K
93K $1.65M
May 10, 2022 Q1 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
3K
+ 24.05%
$56K - $61K
15.5K $275K
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
2.8K
+ 3.75%
$52.3K - $56.9K
77.6K $1.38M
Apr 22, 2022 Q1 2022
Alpha Cubed Investments, LLC

BUY
 -
2.72K
+ 2.37%
$50.7K - $55.2K
117K $2.09M
May 04, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
2.56K
New
$47.7K - $52K
2.56K $45.4K
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.29K
+ 6.85%
$42.7K - $46.5K
35.7K $635K
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.29K
+ 29.83%
$42.7K - $46.5K
9.95K $177K
May 16, 2022 Q1 2022
Mendel Money Management

Northbrook, IL
BUY
 -
2.2K
+ 11.19%
$41K - $44.6K
21.8K $388K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
2.01K
+ 265.35%
$37.6K - $40.9K
2.77K $49.3K
Apr 20, 2022 Q1 2022
Octavia Wealth Advisors, LLC

BUY
 -
1.6K
+ 0.39%
$29.9K - $32.6K
413K $7.34M
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.58K
New
$29.5K - $32.1K
1.58K $28.1K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.58K
New
$29.4K - $32K
1.58K $28K
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
1.53K
+ 1.42%
$28.5K - $31.1K
110K $1.95M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
1.5K
New
$28.1K - $30.6K
1.5K $26.7K
Apr 18, 2022 Q1 2022
Acorn Financial Advisory Services Inc

BUY
 -
1.5K
+ 4.93%
$28K - $30.5K
31.9K $568K
May 02, 2022 Q1 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
1.46K
New
$27.3K - $29.7K
1.46K $25.9K
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
1.25K
+ 39.06%
$23.3K - $25.4K
4.45K $79.1K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.24K
New
$23.2K - $25.3K
1.24K $22.1K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1.21K
+ 2.83%
$22.5K - $24.5K
43.8K $778K
May 03, 2022 Q1 2022
Platform Technology Partners

BUY
 -
1.2K
+ 4.91%
$22.4K - $24.4K
25.6K $456K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
1.17K
New
$21.9K - $23.8K
1.17K $20.8K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
1.12K
+ 1.85%
$20.8K - $22.7K
61.2K $1.09M
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
1.12K
+ 1.85%
$20.8K - $22.7K
61.2K $1.09M
May 13, 2022 Q1 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
953
+ 1.32%
$17.8K - $19.4K
72.9K $1.3M
May 06, 2022 Q1 2022
Jacobi Capital Management LLC

BUY
 -
897
+ 3.21%
$16.7K - $18.2K
28.9K $513K
Apr 25, 2022 Q1 2022
Ti Trust, Inc

BUY
 -
784
+ 4.53%
$14.6K - $15.9K
18.1K $321K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
773
+ 1.34%
$14.4K - $15.7K
58.3K $1.04M
May 11, 2022 Q1 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
666
+ 15.63%
$12.4K - $13.5K
4.93K $87.5K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
529
+ 0.71%
$9.88K - $10.7K
75.1K $1.34M
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
500
+ 1.74%
$9.34K - $10.2K
29.2K $519K
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
494
+ 0.98%
$9.22K - $10K
50.7K $901K
Apr 22, 2022 Q1 2022
Sfg Wealth Management, Llc.

BUY
 -
403
+ 3.03%
$7.52K - $8.19K
13.7K $244K
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

BUY
 -
337
+ 2.96%
$6.29K - $6.85K
11.7K $208K
May 12, 2022 Q1 2022
Meridian Wealth Advisors, LLC

BUY
 -
315
+ 1.09%
$5.88K - $6.4K
29.3K $521K
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
283
+ 0.83%
$5.28K - $5.75K
34.3K $609K
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

BUY
 -
266
New
$4.97K - $5.41K
266 $4.73K
May 13, 2022 Q1 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
259
+ 0.52%
$4.84K - $5.26K
49.7K $884K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
200
+ 1.19%
$3.73K - $4.06K
17K $302K
May 02, 2022 Q1 2022
Simplex Trading, LLC

BUY
 -
186
New
$3.47K - $3.78K
186 $3.31K
Dec 15, 2022 Q1 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
178
+ 0.87%
$3.32K - $3.62K
20.7K $367K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
169
+ 1.65%
$3.16K - $3.43K
10.4K $185K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
164
+ 0.37%
$3.06K - $3.33K
44.1K $784K
May 06, 2022 Q1 2022
Cadent Capital Advisors, LLC

BUY
 -
147
+ 0.83%
$2.74K - $2.99K
17.8K $317K
May 06, 2022 Q1 2022
Concentrum Wealth Management

BUY
 -
136
+ 0.12%
$2.54K - $2.76K
114K $2.03M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
98
New
$1.83K - $1.99K
98 $1.74K
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

BUY
 -
76
New
$1.42K - $1.54K
76 $1.35K
Apr 13, 2022 Q1 2022
Hexagon Capital Partners LLC

BUY
 -
65
+ 1.8%
$1.21K - $1.32K
3.68K $65.4K
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

BUY
 -
62
+ 0.22%
$1.16K - $1.26K
27.6K $491K

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