Purchases and Sales Made in Q2 2023 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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
Aug 02, 2023 Q2 2023
Moser Wealth Advisors, LLC

BUY
 -
893
+ 0.92%
$13.9K - $14.4K
97.5K $1.73M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
852
+ 3.32%
$13.2K - $13.8K
26.5K $471K
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
717
+ 6.67%
$11.1K - $11.6K
11.5K $204K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
653
New
$10.1K - $10.5K
653 $11.6K
Jul 12, 2023 Q2 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
650
+ 4.33%
$10.1K - $10.5K
15.7K $278K
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
650
+ 0.55%
$10.1K - $10.5K
118K $2.09M
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

BUY
 -
634
+ 5.85%
$9.85K - $10.2K
11.5K $204K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
540
+ 4.46%
$8.39K - $8.72K
12.6K $224K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
535
New
$8.31K - $8.63K
535 $9.5K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
500
+ 147.06%
$7.77K - $8.07K
840 $14.9K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
370
+ 0.73%
$5.75K - $5.97K
51.4K $913K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
254
+ 1.58%
$3.95K - $4.1K
16.3K $290K
Aug 02, 2023 Q2 2023
Meridian Wealth Advisors, LLC

BUY
 -
243
+ 1.59%
$3.78K - $3.92K
15.6K $277K
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
231
+ 0.34%
$3.59K - $3.73K
68.5K $1.22M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
218
+ 1.05%
$3.39K - $3.52K
21K $374K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
151
+ 1.02%
$2.35K - $2.44K
15K $266K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
147
+ 0.35%
$2.28K - $2.37K
42.4K $752K
Jul 13, 2023 Q2 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
129
+ 0.63%
$2K - $2.08K
20.5K $365K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
112
New
$1.74K - $1.81K
112 $1.99K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
100
New
$1.55K - $1.61K
100 $1.78K
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
97
+ 1.05%
$1.51K - $1.57K
9.37K $166K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
47
+ 1.72%
$730 - $759
2.78K $49.3K
Jul 13, 2023 Q2 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
38
+ 0.33%
$591 - $613
11.4K $203K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
33
+ 0.2%
$513 - $533
16.9K $300K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
28
+ 0.56%
$435 - $452
5.02K $89.1K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
25
+ 0.18%
$389 - $404
14.3K $254K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
22
+ 0.14%
$342 - $355
15.7K $278K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
22
+ 0.07%
$342 - $355
30.5K $542K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
21
+ 1.54%
$326 - $339
1.38K $24.6K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
20
+ 0.19%
$311 - $323
10.8K $192K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
19
+ 1.61%
$295 - $307
1.2K $21.3K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
17
+ 0.6%
$264 - $274
2.85K $50.6K
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

BUY
 -
13
+ 0.07%
$202 - $210
18.5K $329K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

SELL
 -
-1
- 0.11%
$15.5 - $16.1
945 $16.8K
Jul 07, 2023 Q2 2023
Cooper Financial Group

SELL
 -
-59
- 0.09%
$917 - $952
64.9K $1.15M
Jul 18, 2023 Q2 2023
Security National Bank

SELL
 -
-85
- 0.74%
$1.32K - $1.37K
11.5K $203K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-100
- 0.73%
$1.55K - $1.61K
13.6K $241K
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

SELL
 -
-100
- 0.9%
$1.55K - $1.61K
11K $196K
Jul 12, 2023 Q2 2023
Burns J W & CO Inc

SELL
 -
-100
- 0.31%
$1.55K - $1.61K
32.7K $580K
Jul 27, 2023 Q2 2023
Quantum Private Wealth, LLC

Lake Forest, IL
SELL
 -
-120
- 0.16%
$1.86K - $1.94K
76.4K $1.36M
Aug 02, 2023 Q2 2023
Barry Investment Advisors, LLC

SELL
 -
-127
- 0.51%
$1.97K - $2.05K
24.6K $437K
Jul 24, 2023 Q2 2023
Accel Wealth Management

SELL
 -
-133
- 0.23%
$2.07K - $2.15K
58.3K $1.04M
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-198
- 0.62%
$3.08K - $3.2K
32K $568K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-250
Closed
$3.89K - $4.04K
0 $0
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

SELL
 -
-307
- 0.21%
$4.77K - $4.95K
147K $2.6M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-309
- 2.13%
$4.8K - $4.99K
14.2K $252K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

SELL
 -
-315
- 1.77%
$4.9K - $5.08K
17.5K $311K
Jul 06, 2023 Q2 2023
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-333
- 0.22%
$5.17K - $5.37K
149K $2.64M

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