Purchases and Sales Made in Q1 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 Q1 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
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
37.6K
+ 192.75%
$577K - $685K
57.1K $1.02M
May 22, 2023 Q1 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
37.3K
New
$572K - $680K
37.3K $664K
Jan 16, 2024 Q1 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
36.6K
+ 24.32%
$562K - $667K
187K $3.33M
Oct 19, 2023 Q1 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
36.6K
+ 24.32%
$562K - $667K
187K $3.33M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
36.2K
+ 36.34%
$556K - $661K
136K $2.42M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
34.9K
+ 14.73%
$535K - $635K
272K $4.84M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
34.3K
+ 7.34%
$526K - $625K
502K $8.94M
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
32.1K
+ 50.74%
$492K - $584K
95.2K $1.7M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
31.7K
+ 9.19%
$486K - $578K
377K $6.71M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
31.7K
+ 5.15%
$486K - $578K
647K $11.5M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
30.5K
New
$468K - $556K
30.5K $543K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
28.2K
+ 9.75%
$433K - $515K
318K $5.66M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
28K
+ 33.3%
$429K - $510K
112K $1.99M
Apr 06, 2023 Q1 2023
Trinity Legacy Partners, LLC

BUY
 -
27.9K
+ 2.91%
$428K - $508K
987K $17.6M
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
26.8K
+ 19.55%
$411K - $489K
164K $2.92M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
26K
+ 15.05%
$399K - $474K
199K $3.54M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
25.8K
+ 15.18%
$396K - $471K
196K $3.49M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
24.7K
+ 24.43%
$379K - $451K
126K $2.24M
Apr 25, 2023 Q1 2023
Qp Wealth Management, LLC

BUY
 -
23.9K
+ 51.53%
$366K - $435K
70.2K $1.25M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
23.9K
+ 29.67%
$366K - $435K
104K $1.86M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
22.7K
New
$348K - $413K
22.7K $404K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
22.5K
New
$346K - $411K
22.5K $402K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
22.3K
+ 5.41%
$342K - $407K
434K $7.74M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
22.1K
New
$339K - $403K
22.1K $394K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
21K
+ 53.06%
$322K - $383K
60.6K $1.08M
Apr 17, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
20.8K
New
$319K - $380K
20.8K $371K
Apr 18, 2023 Q1 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
20.4K
New
$313K - $372K
20.4K $363K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
19.7K
+ 45.43%
$302K - $359K
63K $1.12M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
19.5K
+ 8.29%
$299K - $356K
255K $4.54M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
19.4K
+ 123.67%
$297K - $353K
35K $623K
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
18.7K
+ 23.61%
$287K - $341K
98.1K $1.75M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
18.7K
New
$286K - $340K
18.7K $332K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
18.3K
+ 9.97%
$281K - $334K
202K $3.6M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
17.9K
New
$275K - $327K
17.9K $319K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
17.7K
+ 11.57%
$272K - $323K
171K $3.04M
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
17.7K
+ 19.03%
$271K - $322K
111K $1.97M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
17.3K
+ 52.06%
$265K - $315K
50.5K $900K
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
16.6K
+ 5.78%
$255K - $303K
305K $5.43M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
16.1K
+ 14.22%
$246K - $293K
129K $2.3M
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
15.8K
+ 4.84%
$243K - $289K
343K $6.11M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
15.8K
+ 36.06%
$242K - $287K
59.5K $1.06M
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
15K
New
$230K - $274K
15K $267K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
14.5K
+ 15.08%
$222K - $264K
110K $1.97M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
14.1K
+ 7.65%
$217K - $258K
199K $3.54M
May 12, 2023 Q1 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
14K
+ 20.6%
$215K - $255K
82K $1.46M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
13.8K
+ 4.15%
$212K - $252K
347K $6.19M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
13.2K
+ 95.73%
$202K - $240K
27K $480K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
12.9K
+ 9.66%
$199K - $236K
147K $2.62M
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

BUY
 -
12.9K
New
$198K - $235K
12.9K $229K

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