Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.6KNew |
$164K - $170K
|
10.6K
$188K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.3KNew |
$159K - $166K
|
10.3K
$182K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.66K+ 16.25% |
$150K - $156K
|
69.1K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.63K+ 27.7% |
$150K - $155K
|
44.4K
$789K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
9.28K+ 9.75% |
$144K - $150K
|
105K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.18K+ 5.68% |
$143K - $148K
|
171K
$3.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.8K+ 6.16% |
$137K - $142K
|
152K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.29K+ 14.94% |
$129K - $134K
|
63.7K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.18K+ 7.84% |
$127K - $132K
|
112K
$2M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.45K+ 3.98% |
$116K - $120K
|
195K
$3.46M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.45K+ 3.98% |
$116K - $120K
|
195K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.29K+ 11.64% |
$113K - $118K
|
69.9K
$1.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.11K+ 11.84% |
$111K - $115K
|
67.1K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.8K+ 30.75% |
$106K - $110K
|
28.9K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.77K+ 26.68% |
$105K - $109K
|
32.2K
$571K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.77K+ 2.56% |
$105K - $109K
|
271K
$4.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.25K+ 3.02% |
$97.1K - $101K
|
213K
$3.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.24K+ 43.6% |
$96.9K - $101K
|
20.5K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
6.22K+ 6.34% |
$96.6K - $100K
|
104K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.09K+ 9.16% |
$94.6K - $98.2K
|
72.5K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.83K+ 46.49% |
$90.6K - $94.1K
|
18.4K
$326K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.41K+ 1.25% |
$84.1K - $87.4K
|
440K
$7.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5.28K+ 2.69% |
$82.1K - $85.3K
|
201K
$3.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.19K+ 1.5% |
$80.6K - $83.7K
|
352K
$6.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5.07K+ 14.81% |
$78.8K - $81.9K
|
39.3K
$699K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.03K+ 2.82% |
$78.2K - $81.2K
|
184K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5K+ 17.32% |
$77.7K - $80.7K
|
33.9K
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.96K+ 19.02% |
$77.1K - $80.1K
|
31K
$552K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.83K+ 39.98% |
$75.1K - $78K
|
16.9K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.49K+ 44.86% |
$69.7K - $72.4K
|
14.5K
$257K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.23K+ 1.27% |
$65.8K - $68.3K
|
338K
$6.01M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.22K+ 3.81% |
$65.5K - $68K
|
115K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4K+ 162.47% |
$62.2K - $64.6K
|
6.46K
$115K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
4K+ 1.31% |
$62.1K - $64.5K
|
309K
$5.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 14.58% |
$57.4K - $59.6K
|
29K
$516K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.19K+ 4.48% |
$49.5K - $51.5K
|
74.4K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.1K+ 17.05% |
$48.2K - $50K
|
21.3K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.05K+ 0.13% |
$47.3K - $49.1K
|
2.38M
$42.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.02K+ 2.21% |
$46.9K - $48.7K
|
140K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.75K+ 5.38% |
$42.7K - $44.4K
|
53.9K
$957K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.72K+ 2.67% |
$42.3K - $43.9K
|
105K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.18K+ 13.9% |
$33.9K - $35.2K
|
17.9K
$318K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 9.19% |
$31.2K - $32.4K
|
23.8K
$424K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 9.19% |
$31.2K - $32.4K
|
23.8K
$424K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2K+ 87.91% |
$31.1K - $32.3K
|
4.28K
$76K
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.87K+ 12.78% |
$29.1K - $30.2K
|
16.5K
$294K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.64K+ 0.96% |
$25.4K - $26.4K
|
172K
$3.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 2.78% |
$22.6K - $23.5K
|
53.7K
$954K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 14.34% |
$22.4K - $23.3K
|
11.5K
$204K
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
966+ 1.41% |
$15K - $15.6K
|
69.3K
$1.23M
|