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
May 02, 2023 Q1 2023
Flynn Zito Capital Management, LLC

BUY
 -
12.2K
+ 4.72%
$187K - $222K
270K $4.81M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
12.1K
New
$186K - $221K
12.1K $215K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
12.1K
New
$185K - $220K
12.1K $215K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
11K
+ 5.64%
$168K - $200K
205K $3.66M
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
10.8K
+ 146.34%
$166K - $197K
18.2K $324K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
10.8K
+ 25.61%
$165K - $197K
52.9K $941K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
10.7K
New
$165K - $196K
10.7K $191K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
10.6K
+ 5.79%
$162K - $192K
193K $3.44M
Apr 20, 2023 Q1 2023
G&S Capital LLC

BUY
 -
10.5K
New
$162K - $192K
10.5K $188K
Apr 24, 2023 Q1 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
10.5K
+ 6.9%
$161K - $191K
162K $2.89M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.86K
+ 8.0%
$151K - $180K
133K $2.37M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
9.84K
+ 6150.0%
$151K - $179K
10K $178K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
9.65K
+ 3.66%
$148K - $176K
273K $4.87M
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
8.9K
+ 21.08%
$137K - $162K
51.1K $910K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
8.72K
+ 2.87%
$134K - $159K
313K $5.57M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.45K
+ 63.14%
$130K - $154K
21.8K $389K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
8.01K
+ 1.96%
$123K - $146K
418K $7.44M
Apr 06, 2023 Q1 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
7.96K
+ 8.48%
$122K - $145K
102K $1.81M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
7K
+ 14.06%
$107K - $128K
56.8K $1.01M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
6.13K
+ 2.37%
$94K - $112K
264K $4.71M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.08K
+ 3.01%
$93.2K - $111K
208K $3.71M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.87K
+ 26.05%
$90K - $107K
28.4K $506K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
5.15K
+ 7.18%
$79K - $93.9K
76.8K $1.37M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
5.11K
+ 0.82%
$78.4K - $93.2K
629K $11.2M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
4.58K
+ 9.61%
$70.2K - $83.5K
52.2K $930K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.53K
+ 43.52%
$69.5K - $82.6K
14.9K $266K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.07K
+ 10.68%
$62.5K - $74.3K
42.2K $752K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
4.03K
+ 4.41%
$61.7K - $73.4K
95.2K $1.7M
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
3.62K
+ 6.89%
$55.6K - $66.1K
56.2K $1M
Apr 26, 2023 Q1 2023
New Potomac Partners, LLC

BUY
 -
3.53K
+ 2.8%
$54.1K - $64.3K
129K $2.3M
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
3.5K
+ 1.28%
$53.7K - $63.9K
277K $4.94M
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
3.13K
+ 0.41%
$48.1K - $57.1K
771K $13.7M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.13K
+ 2.09%
$48K - $57K
152K $2.72M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.94K
New
$45.1K - $53.6K
2.94K $52.4K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
2.93K
+ 2.56%
$44.9K - $53.4K
117K $2.09M
May 08, 2023 Q1 2023
Pcg Wealth Advisors, LLC

BUY
 -
2.82K
+ 2.77%
$43.3K - $51.5K
105K $1.87M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2.73K
New
$41.9K - $49.7K
2.73K $48.6K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
2.7K
+ 3.64%
$41.4K - $49.2K
76.9K $1.37M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
2.65K
New
$40.7K - $48.3K
2.65K $47.2K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
2.59K
+ 2.13%
$39.7K - $47.2K
124K $2.21M
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
2.51K
+ 2.63%
$38.5K - $45.8K
98K $1.75M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
2.44K
New
$37.4K - $44.5K
2.44K $43.4K
May 10, 2023 Q1 2023
Signature Securities Group Corporation

BUY
 -
2.44K
+ 0.48%
$37.4K - $44.4K
507K $9.03M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.28K
New
$34.9K - $41.5K
2.28K $40.5K
Apr 06, 2023 Q1 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
2.19K
+ 0.85%
$33.6K - $39.9K
259K $4.61M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.94K
+ 0.52%
$29.7K - $35.3K
375K $6.68M
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.74K
+ 53.48%
$26.7K - $31.7K
4.99K $88.8K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.66K
+ 2.72%
$25.4K - $30.2K
62.6K $1.11M
Apr 27, 2023 Q1 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.61K
+ 2.42%
$24.7K - $29.4K
68.3K $1.22M

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