Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.51K+ 15.38% |
$77.8K - $86.1K
|
33.9K
$604K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.27K+ 2.98% |
$73.6K - $81.5K
|
148K
$2.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.52K+ 27.29% |
$60.7K - $67.2K
|
16.4K
$293K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.29K+ 1.69% |
$56.6K - $62.7K
|
198K
$3.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.76KNew |
$47.6K - $52.7K
|
2.76K
$49.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.73K+ 8.53% |
$47K - $52K
|
34.7K
$618K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$45.4K - $50.3K
|
2.64K
$47K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.58K+ 7.52% |
$44.5K - $49.3K
|
36.9K
$658K
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.54K+ 0.7% |
$43.7K - $48.4K
|
366K
$6.52M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$43.1K - $47.7K
|
2.5K
$44.6K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 18.87% |
$40.8K - $45.2K
|
14.9K
$266K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
2.34K+ 0.85% |
$40.3K - $44.6K
|
278K
$4.96M
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.15K+ 0.77% |
$37K - $40.9K
|
282K
$5.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.82K+ 15.23% |
$31.3K - $34.6K
|
13.7K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.77K+ 15.64% |
$30.5K - $33.8K
|
13.1K
$234K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.71K+ 1.85% |
$29.4K - $32.6K
|
93.9K
$1.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
1.61K+ 2.04% |
$27.7K - $30.7K
|
80.4K
$1.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.58K+ 27.15% |
$27.2K - $30.1K
|
7.4K
$132K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.32KNew |
$22.8K - $25.2K
|
1.32K
$23.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.31K+ 7.68% |
$22.6K - $25K
|
18.3K
$327K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 17.21% |
$22.1K - $24.5K
|
8.75K
$156K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.17K+ 5.77% |
$20.2K - $22.4K
|
21.5K
$384K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.07K+ 29.05% |
$18.4K - $20.4K
|
4.75K
$84.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.02KNew |
$17.5K - $19.4K
|
1.02K
$18.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 3.58% |
$17.2K - $19.1K
|
28.9K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 3.59% |
$17.2K - $19.1K
|
28.9K
$515K
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
634+ 1.5% |
$10.9K - $12.1K
|
43K
$766K
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
BUY
|
- |
609+ 3.37% |
$10.5K - $11.6K
|
18.7K
$333K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
575+ 3.0% |
$9.91K - $11K
|
19.7K
$352K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
544+ 555.1% |
$9.37K - $10.4K
|
642
$11.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
500+ 1.95% |
$8.62K - $9.54K
|
26.1K
$466K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
500+ 0.03% |
$8.62K - $9.54K
|
1.49M
$26.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
495+ 3.48% |
$8.53K - $9.44K
|
14.7K
$262K
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
480+ 2.77% |
$8.27K - $9.16K
|
17.8K
$317K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
471+ 1.88% |
$8.12K - $8.99K
|
25.5K
$454K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
397+ 31.91% |
$6.84K - $7.57K
|
1.64K
$29.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
376+ 0.76% |
$6.48K - $7.17K
|
50.1K
$893K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
350+ 0.58% |
$6.03K - $6.68K
|
60.8K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
340+ 3.09% |
$5.86K - $6.49K
|
11.3K
$202K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
315+ 0.16% |
$5.43K - $6.01K
|
201K
$3.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
260New |
$4.48K - $4.96K
|
260
$4.64K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
215+ 0.2% |
$3.7K - $4.1K
|
110K
$1.96M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
213+ 0.85% |
$3.67K - $4.06K
|
25.2K
$450K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
203+ 1.49% |
$3.5K - $3.87K
|
13.8K
$246K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
201+ 4.06% |
$3.46K - $3.84K
|
5.15K
$91.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
200New |
$3.45K - $3.82K
|
200
$3.57K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
199+ 1.31% |
$3.43K - $3.8K
|
15.4K
$274K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
186New |
$3.2K - $3.55K
|
186
$3.32K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
165+ 0.93% |
$2.84K - $3.15K
|
18K
$321K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
100New |
$1.72K - $1.91K
|
100
$1.78K
|