Purchases and Sales Made in Q1 2023 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 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 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-159- 0.68% |
$2.44K - $2.9K
|
23.2K
$413K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-178- 0.77% |
$2.73K - $3.24K
|
23K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-196- 0.21% |
$3.01K - $3.57K
|
92.4K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-220- 3.09% |
$3.37K - $4.01K
|
6.9K
$123K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-245- 1.75% |
$3.76K - $4.47K
|
13.8K
$246K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-262- 1.36% |
$4.02K - $4.78K
|
19K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-285- 2.63% |
$4.37K - $5.2K
|
10.6K
$188K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-297- 3.39% |
$4.56K - $5.41K
|
8.47K
$151K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-352- 2.34% |
$5.4K - $6.42K
|
14.7K
$261K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-360- 3.07% |
$5.52K - $6.56K
|
11.4K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 11.97% |
$5.75K - $6.84K
|
2.76K
$49.1K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-383- 0.22% |
$5.88K - $6.98K
|
176K
$3.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-386- 3.12% |
$5.92K - $7.04K
|
12K
$214K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-399- 2.62% |
$6.12K - $7.27K
|
14.8K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-530- 3.58% |
$8.13K - $9.66K
|
14.3K
$254K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-534Closed |
$8.19K - $9.73K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-549- 16.23% |
$8.42K - $10K
|
2.83K
$50.5K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-575- 2.22% |
$8.82K - $10.5K
|
25.4K
$452K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-600- 1.73% |
$9.2K - $10.9K
|
34.1K
$607K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-639- 2.52% |
$9.8K - $11.6K
|
24.7K
$441K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-662- 3.26% |
$10.2K - $12.1K
|
19.6K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-702- 2.2% |
$10.8K - $12.8K
|
31.2K
$556K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-763- 1.36% |
$11.7K - $13.9K
|
55.5K
$988K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-830- 5.1% |
$12.7K - $15.1K
|
15.4K
$275K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-890- 7.58% |
$13.7K - $16.2K
|
10.8K
$193K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1K- 33.17% |
$15.3K - $18.2K
|
2.02K
$35.9K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$16.4K - $19.4K
|
38.3K
$683K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.1K- 3.38% |
$16.9K - $20.1K
|
31.5K
$560K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.49% |
$17.7K - $21K
|
76K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.25K- 10.09% |
$19.2K - $22.8K
|
11.1K
$198K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.32K- 1.23% |
$20.2K - $24.1K
|
106K
$1.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-1.35K- 3.47% |
$20.8K - $24.7K
|
37.7K
$671K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.41K- 0.67% |
$21.6K - $25.6K
|
208K
$3.71M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 3.74% |
$24.2K - $28.7K
|
40.6K
$724K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.61K- 9.3% |
$24.7K - $29.4K
|
15.7K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 1.08% |
$25K - $29.7K
|
149K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.81K- 14.02% |
$27.7K - $32.9K
|
11.1K
$197K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-2K- 7.8% |
$30.7K - $36.5K
|
23.6K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.05K- 13.05% |
$31.5K - $37.4K
|
13.7K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.47K- 2.5% |
$37.8K - $45K
|
96K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.5K- 17.24% |
$38.4K - $45.6K
|
12K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.53K- 3.57% |
$38.8K - $46.2K
|
68.3K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.57K- 14.74% |
$39.4K - $46.9K
|
14.9K
$265K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-2.69K- 8.9% |
$41.3K - $49.1K
|
27.6K
$491K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.73K- 6.91% |
$41.9K - $49.8K
|
36.8K
$656K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.8K- 3.6% |
$43K - $51K
|
75.1K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.8K- 6.87% |
$43K - $51.1K
|
38K
$676K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 5.83% |
$43.5K - $51.7K
|
45.8K
$816K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-2.84K- 1.55% |
$43.5K - $51.7K
|
180K
$3.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.9K- 6.47% |
$44.5K - $52.9K
|
41.9K
$746K
|