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 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.53K- 2.45% |
$26.3K - $29.1K
|
60.8K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.59K- 3.74% |
$27.5K - $30.4K
|
41K
$732K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.62K- 16.23% |
$27.8K - $30.8K
|
8.33K
$149K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.68K- 1.49% |
$29K - $32.1K
|
111K
$1.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.68K- 13.47% |
$29K - $32.1K
|
10.8K
$193K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 74.49% |
$30.2K - $33.4K
|
600
$10.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.88K- 13.84% |
$32.4K - $35.8K
|
11.7K
$208K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.89K- 2.78% |
$32.6K - $36.1K
|
66.3K
$1.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 7.04% |
$33.5K - $37.1K
|
25.7K
$458K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-2.08K- 4.67% |
$35.9K - $39.7K
|
42.6K
$759K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-2.23K- 10.33% |
$38.5K - $42.6K
|
19.4K
$345K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.24K- 4.26% |
$38.6K - $42.8K
|
50.4K
$898K
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-2.25K- 5.01% |
$38.7K - $42.8K
|
42.6K
$759K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.46K- 17.95% |
$42.4K - $47K
|
11.3K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.51K- 1.59% |
$43.2K - $47.8K
|
155K
$2.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.56KClosed |
$44.1K - $48.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-2.65K- 9.53% |
$45.7K - $50.6K
|
25.2K
$449K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.68K- 2.69% |
$46.2K - $51.2K
|
97K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.73K- 6.22% |
$47K - $52K
|
41.1K
$732K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.73K- 3.63% |
$47K - $52K
|
72.4K
$1.29M
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-2.75K- 13.29% |
$47.3K - $52.4K
|
17.9K
$319K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.77KClosed |
$47.8K - $52.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.8K- 4.94% |
$48.2K - $53.4K
|
53.8K
$960K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.89K- 2.68% |
$49.8K - $55.1K
|
105K
$1.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.97KClosed |
$51.1K - $56.6K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3KClosed |
$51.7K - $57.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.06K- 29.39% |
$52.7K - $58.3K
|
7.35K
$131K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.17K- 37.25% |
$54.6K - $60.4K
|
5.33K
$95.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.2K- 12.96% |
$55.1K - $61.1K
|
21.5K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.49K- 7.04% |
$60K - $66.5K
|
46K
$821K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.55K- 69.36% |
$61.2K - $67.7K
|
1.57K
$28K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-3.75K- 2.03% |
$64.6K - $71.6K
|
181K
$3.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.81K- 3.19% |
$65.7K - $72.7K
|
116K
$2.06M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.87K- 12.89% |
$66.6K - $73.8K
|
26.1K
$466K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4K- 6.68% |
$68.9K - $76.3K
|
55.9K
$996K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.02K- 1.3% |
$69.3K - $76.8K
|
305K
$5.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.1K- 17.36% |
$70.6K - $78.2K
|
19.5K
$348K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.15K- 28.92% |
$71.5K - $79.2K
|
10.2K
$182K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.3KClosed |
$74.1K - $82K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.49K- 6.78% |
$77.3K - $85.6K
|
61.7K
$1.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.09K- 23.33% |
$87.7K - $97.1K
|
16.7K
$298K
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 5.84% |
$93.8K - $104K
|
87.8K
$1.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.53K- 8.34% |
$95.3K - $106K
|
60.8K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5.75K- 2.57% |
$99K - $110K
|
218K
$3.89M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-5.75K- 1.61% |
$99.1K - $110K
|
352K
$6.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-6.05K- 5.3% |
$104K - $115K
|
108K
$1.93M
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.28K- 6.52% |
$108K - $120K
|
90K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-6.44K- 29.5% |
$111K - $123K
|
15.4K
$274K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.14K- 5.62% |
$123K - $136K
|
120K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.15KClosed |
$123K - $136K
|
0
$0
|