Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
55.4M
New
$1.14B - $1.15B
55.4M $986M
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.7M
New
$75.8M - $76.7M
3.7M $65.8M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.72M
+ 71.17%
$35.2M - $35.6M
4.13M $73.5M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.62M
+ 9.79%
$33.2M - $33.6M
18.2M $324M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.54M
+ 19.79%
$31.7M - $32.1M
9.35M $167M
Nov 05, 2021 Q3 2021
Spc Financial, Inc.

BUY
 -
1.13M
New
$23.2M - $23.5M
1.13M $20.2M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
810K
+ 6.24%
$16.6M - $16.8M
13.8M $246M
Oct 26, 2021 Q3 2021
Karp Capital Management Corp

BUY
 -
711K
New
$14.6M - $14.8M
711K $12.7M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
624K
+ 8.51%
$12.8M - $13M
7.96M $142M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
601K
New
$12.3M - $12.5M
601K $10.7M
Oct 18, 2021 Q3 2021
Gradient Investments LLC

BUY
 -
570K
+ 21.82%
$11.7M - $11.8M
3.18M $56.7M
Nov 08, 2021 Q3 2021
Grimes & Company, Inc.

BUY
 -
569K
+ 10.54%
$11.7M - $11.8M
5.96M $106M
Oct 01, 2021 Q3 2021
Park National Corp

BUY
 -
552K
+ 15.64%
$11.3M - $11.5M
4.08M $72.7M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
484K
New
$9.93M - $10M
484K $8.63M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
463K
+ 31.35%
$9.48M - $9.6M
1.94M $34.5M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
415K
+ 6.04%
$8.51M - $8.62M
7.29M $130M
Nov 12, 2021 Q3 2021
Octavia Wealth Advisors, LLC

BUY
 -
349K
New
$7.15M - $7.24M
349K $6.21M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
325K
+ 11.8%
$6.66M - $6.74M
3.08M $54.8M
Nov 02, 2021 Q3 2021
Stockman Wealth Management, Inc.

BUY
 -
320K
New
$6.55M - $6.63M
320K $5.69M
Oct 07, 2021 Q3 2021
Newman Dignan & Sheerar, Inc.

BUY
 -
317K
New
$6.5M - $6.58M
317K $5.65M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
281K
+ 12.79%
$5.76M - $5.83M
2.48M $44.1M
Oct 21, 2021 Q3 2021
Essex LLC

BUY
 -
240K
New
$4.93M - $4.99M
240K $4.28M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
236K
+ 11.38%
$4.83M - $4.89M
2.31M $41.1M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
219K
New
$4.48M - $4.54M
219K $3.9M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
212K
New
$4.34M - $4.39M
212K $3.77M
Nov 15, 2021 Q3 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
147K
+ 47.07%
$3.01M - $3.05M
459K $8.18M
Nov 16, 2021 Q3 2021
Triumph Capital Management

BUY
 -
146K
+ 292.72%
$3M - $3.04M
196K $3.5M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
146K
+ 6.88%
$2.99M - $3.03M
2.27M $40.4M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
132K
+ 36.11%
$2.7M - $2.73M
497K $8.84M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
132K
+ 36.11%
$2.7M - $2.73M
497K $8.84M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
128K
+ 41.09%
$2.63M - $2.66M
441K $7.85M
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

BUY
 -
128K
+ 29.65%
$2.62M - $2.65M
559K $9.96M
Nov 02, 2021 Q3 2021
Flaharty Asset Management, LLC

BUY
 -
128K
+ 9.68%
$2.62M - $2.65M
1.45M $25.8M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
127K
+ 8.84%
$2.6M - $2.63M
1.56M $27.8M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
118K
+ 93.18%
$2.42M - $2.45M
244K $4.35M
Nov 15, 2021 Q3 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
115K
+ 16.41%
$2.36M - $2.38M
815K $14.5M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
115K
+ 23.68%
$2.35M - $2.38M
600K $10.7M
Oct 15, 2021 Q3 2021
City Holding CO

BUY
 -
114K
+ 313.09%
$2.33M - $2.36M
150K $2.67M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
112K
+ 45.24%
$2.3M - $2.33M
361K $6.42M
Oct 28, 2021 Q3 2021
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
110K
+ 61.83%
$2.26M - $2.29M
288K $5.13M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
108K
+ 62.84%
$2.22M - $2.25M
281K $5.01M
Nov 12, 2021 Q3 2021
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
107K
+ 29.45%
$2.2M - $2.23M
472K $8.41M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
107K
+ 35.54%
$2.2M - $2.22M
409K $7.28M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
103K
+ 4.57%
$2.12M - $2.14M
2.36M $42M
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
99.5K
New
$2.04M - $2.06M
99.5K $1.77M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
92.9K
+ 62.84%
$1.9M - $1.93M
241K $4.29M
Nov 12, 2021 Q3 2021
Cwa Asset Management Group, LLC

BUY
 -
85.9K
New
$1.76M - $1.78M
85.9K $1.53M
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
79.9K
New
$1.64M - $1.66M
79.9K $1.42M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
76.5K
+ 388.62%
$1.57M - $1.59M
96.2K $1.71M

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