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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 1.53% |
$27.1K - $29.4K
|
93.2K
$1.66M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.5K- 11.11% |
$28K - $30.5K
|
12K
$213K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 9.51% |
$29.8K - $32.4K
|
15.2K
$270K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.67K- 10.14% |
$31.2K - $34K
|
14.8K
$263K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.79K- 0.2% |
$33.3K - $36.3K
|
908K
$16.1M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.91K- 2.12% |
$35.6K - $38.8K
|
88K
$1.56M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.97KClosed |
$36.7K - $39.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.98K- 16.01% |
$37K - $40.3K
|
10.4K
$185K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.02K- 2.19% |
$37.6K - $41K
|
89.9K
$1.6M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.18K- 15.37% |
$40.8K - $44.4K
|
12K
$214K
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.2K- 4.46% |
$41K - $44.6K
|
47K
$835K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.2K- 10.3% |
$41.1K - $44.7K
|
19.2K
$340K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.26K- 3.98% |
$42.2K - $46K
|
54.6K
$971K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.59KClosed |
$48.4K - $52.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.64KClosed |
$49.2K - $53.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.85K- 35.8% |
$53.3K - $58K
|
5.12K
$90.9K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.95K- 19.86% |
$55.2K - $60K
|
11.9K
$212K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 5.0% |
$59.5K - $64.8K
|
60.6K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.28K- 0.41% |
$61.2K - $66.6K
|
787K
$14M
|
|
May 16, 2022
Q1 2022
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-3.49K- 6.95% |
$65.1K - $70.8K
|
46.6K
$829K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.31K- 5.55% |
$80.4K - $87.5K
|
73.3K
$1.3M
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-4.34K- 0.45% |
$81K - $88.1K
|
967K
$17.2M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.52K- 6.8% |
$84.3K - $91.8K
|
61.9K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.55K- 1.39% |
$85K - $92.5K
|
323K
$5.74M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.95K- 2.41% |
$92.4K - $101K
|
200K
$3.56M
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-5.14K- 0.97% |
$96K - $105K
|
526K
$9.35M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5.27K- 3.67% |
$98.4K - $107K
|
138K
$2.46M
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-5.73K- 11.36% |
$107K - $116K
|
44.7K
$793K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.8KClosed |
$108K - $118K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.94K- 6.45% |
$111K - $121K
|
86.1K
$1.53M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-6.18K- 12.12% |
$115K - $126K
|
44.8K
$796K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.34K- 0.61% |
$118K - $129K
|
1.03M
$18.3M
|
|
Apr 22, 2022
Q1 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-6.5K- 25.0% |
$121K - $132K
|
19.5K
$347K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.79K- 3.56% |
$127K - $138K
|
184K
$3.27M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.84K- 12.14% |
$128K - $139K
|
49.5K
$880K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.86K- 9.37% |
$128K - $139K
|
66.3K
$1.18M
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.15K- 2.66% |
$133K - $145K
|
262K
$4.65M
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-7.68K- 3.76% |
$143K - $156K
|
197K
$3.5M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.8K- 23.57% |
$146K - $159K
|
25.3K
$450K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.34KClosed |
$156K - $169K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8.72K- 2.43% |
$163K - $177K
|
350K
$6.21M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-9.35K- 13.5% |
$175K - $190K
|
59.9K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9.41K- 17.05% |
$176K - $191K
|
45.8K
$814K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.77K- 6.36% |
$182K - $199K
|
144K
$2.55M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10.4KClosed |
$194K - $211K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-11.1K- 4.52% |
$208K - $226K
|
235K
$4.18M
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-11.6K- 16.41% |
$217K - $236K
|
59.3K
$1.05M
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-12.5KClosed |
$232K - $253K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.8K- 13.64% |
$239K - $260K
|
81K
$1.44M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13.1K- 7.43% |
$245K - $267K
|
163K
$2.91M
|