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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.98K- 8.14% |
$45.6K - $54.2K
|
33.6K
$598K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3K- 13.78% |
$46K - $54.6K
|
18.7K
$334K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-3.04K- 3.6% |
$46.6K - $55.4K
|
81.4K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.1K- 4.22% |
$47.5K - $56.5K
|
70.3K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.33K- 3.4% |
$51K - $60.6K
|
94.6K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 6.47% |
$51K - $60.7K
|
48.1K
$857K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.33K- 2.28% |
$51.1K - $60.7K
|
143K
$2.55M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.47K- 9.07% |
$53.2K - $63.2K
|
34.8K
$619K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.63K- 6.88% |
$55.7K - $66.2K
|
49.1K
$875K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.67K- 0.33% |
$56.2K - $66.8K
|
1.1M
$19.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.91K- 94.36% |
$60K - $71.3K
|
234
$4.17K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.93K- 14.76% |
$60.3K - $71.7K
|
22.7K
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-4.1K- 5.08% |
$62.9K - $74.7K
|
76.5K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.2K- 19.04% |
$64.4K - $76.5K
|
17.8K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.25K- 22.29% |
$65.2K - $77.5K
|
14.8K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.34K- 6.74% |
$66.6K - $79.1K
|
60K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.42K- 4.69% |
$67.8K - $80.5K
|
89.7K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-5.05K- 1.27% |
$77.5K - $92K
|
392K
$6.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.07K- 7.83% |
$77.8K - $92.4K
|
59.7K
$1.06M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.28K- 1.73% |
$80.9K - $96.2K
|
299K
$5.33M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.08K- 2.92% |
$93.2K - $111K
|
202K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.16K- 4.68% |
$94.6K - $112K
|
126K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-6.18K- 1.84% |
$94.7K - $113K
|
329K
$5.86M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.32K- 19.85% |
$97K - $115K
|
25.5K
$454K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.03K- 9.96% |
$108K - $128K
|
63.6K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.26K- 24.96% |
$111K - $132K
|
21.8K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.12K- 18.37% |
$125K - $148K
|
36.1K
$643K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.31K- 24.71% |
$127K - $152K
|
25.3K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.56K- 11.41% |
$131K - $156K
|
66.4K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9.57K- 48.77% |
$147K - $174K
|
10K
$179K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-9.65K- 1.7% |
$148K - $176K
|
558K
$9.94M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.72K- 40.14% |
$149K - $177K
|
14.5K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10K- 98.43% |
$154K - $183K
|
160
$2.85K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.2K- 48.7% |
$157K - $186K
|
10.8K
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-10.4K- 47.52% |
$160K - $190K
|
11.5K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10.6K- 18.75% |
$163K - $194K
|
46.1K
$821K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.8K- 13.08% |
$166K - $197K
|
72K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.9K- 7.35% |
$166K - $198K
|
137K
$2.44M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.1K- 4.59% |
$186K - $221K
|
252K
$4.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.3K- 8.32% |
$188K - $224K
|
135K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-14K- 15.81% |
$215K - $256K
|
74.8K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 6.68% |
$220K - $261K
|
200K
$3.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 54.17% |
$222K - $264K
|
12.3K
$218K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-16.5K- 8.71% |
$253K - $300K
|
173K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-17K- 42.08% |
$261K - $310K
|
23.4K
$417K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.8K- 9.55% |
$289K - $344K
|
179K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.6K- 57.94% |
$316K - $375K
|
14.9K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.8K- 20.94% |
$319K - $379K
|
78.4K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-22.2K- 36.67% |
$341K - $406K
|
38.4K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.9K- 69.62% |
$352K - $418K
|
10K
$178K
|