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
First Heartland Consultants, Inc.

BUY
 -
75.7K
+ 15.53%
$1.55M - $1.57M
563K $10M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
75.2K
New
$1.54M - $1.56M
75.2K $1.34M
Nov 12, 2021 Q3 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
72.2K
+ 7.15%
$1.48M - $1.5M
1.08M $19.3M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
68.5K
+ 6.8%
$1.4M - $1.42M
1.08M $19.2M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
65.1K
+ 108.57%
$1.34M - $1.35M
125K $2.23M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
62.4K
+ 6.13%
$1.28M - $1.29M
1.08M $19.2M
Nov 02, 2021 Q3 2021
Spinnaker Trust

BUY
 -
62.1K
+ 6.4%
$1.27M - $1.29M
1.03M $18.4M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
61K
+ 18.18%
$1.25M - $1.27M
397K $7.07M
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
60.9K
+ 9.87%
$1.25M - $1.26M
678K $12.1M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
57.9K
+ 45.13%
$1.19M - $1.2M
186K $3.32M
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
55.3K
+ 12.31%
$1.13M - $1.15M
504K $8.98M
Oct 18, 2021 Q3 2021
Autus Asset Management, LLC

BUY
 -
54K
+ 87.38%
$1.11M - $1.12M
116K $2.06M
Oct 28, 2021 Q3 2021
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
53.3K
New
$1.09M - $1.11M
53.3K $949K
Oct 12, 2021 Q3 2021
Peak Financial Advisors LLC

BUY
 -
51.1K
+ 12.96%
$1.05M - $1.06M
446K $7.93M
Oct 29, 2021 Q3 2021
O Donnell Financial Services, LLC

BUY
 -
50.1K
New
$1.03M - $1.04M
50.1K $892K
Nov 15, 2021 Q3 2021
Triumph Capital Management

BUY
 -
50K
New
$1.03M - $1.04M
50K $891K
Nov 01, 2021 Q3 2021
Price Capital Management, Inc.

Lafayette, LA
BUY
 -
50K
New
$1.03M - $1.04M
50K $890K
Oct 12, 2021 Q3 2021
Cypress Capital Group

BUY
 -
49.2K
+ 21.13%
$1.01M - $1.02M
282K $5.02M
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
48.5K
New
$994K - $1.01M
48.5K $864K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
45K
+ 1.7%
$923K - $934K
2.69M $48M
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

BUY
 -
44.6K
+ 133.95%
$913K - $924K
77.8K $1.39M
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
44.3K
+ 29.65%
$908K - $919K
194K $3.45M
Nov 02, 2021 Q3 2021
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
44.2K
+ 5.6%
$906K - $917K
833K $14.8M
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
43.9K
New
$901K - $912K
43.9K $782K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
43.9K
+ 19.3%
$899K - $910K
271K $4.83M
Nov 12, 2021 Q3 2021
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
43.4K
New
$889K - $900K
43.4K $772K
Nov 15, 2021 Q3 2021
Claro Advisors LLC

Boston, MA
BUY
 -
42.4K
+ 104.18%
$869K - $880K
83.1K $1.48M
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
41.3K
+ 32.23%
$846K - $857K
169K $3.02M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
38.8K
+ 6.95%
$795K - $805K
597K $10.6M
Nov 03, 2021 Q3 2021
Ima Wealth, Inc.

Wichita, KS
BUY
 -
38.2K
+ 277.15%
$783K - $793K
52K $926K
Nov 05, 2021 Q3 2021
Summit Financial Wealth Advisors, LLC

BUY
 -
37.2K
+ 2.8%
$763K - $773K
1.37M $24.4M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
36.5K
New
$748K - $757K
36.5K $650K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
34.5K
+ 182.8%
$706K - $715K
53.3K $949K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
34.2K
New
$701K - $710K
34.2K $609K
Nov 02, 2021 Q3 2021
Howard Capital Management Inc.

BUY
 -
34K
+ 16.2%
$697K - $705K
244K $4.34M
Oct 21, 2021 Q3 2021
1776 Wealth LLC

BUY
 -
33.4K
+ 123.76%
$684K - $692K
60.3K $1.07M
Nov 08, 2021 Q3 2021
Americana Partners, LLC

Houston, TX
BUY
 -
32.7K
+ 13.42%
$671K - $679K
277K $4.93M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
32.7K
+ 53.86%
$670K - $678K
93.3K $1.66M
Dec 08, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
32.2K
+ 158.9%
$659K - $667K
52.4K $933K
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
32K
+ 3.52%
$655K - $663K
941K $16.8M
Oct 25, 2021 Q3 2021
Gill Capital Partners, LLC

Denver, CO
BUY
 -
31.5K
+ 16.56%
$646K - $653K
222K $3.95M
Oct 28, 2021 Q3 2021
Shore Haven Wealth Partners, LLC

BUY
 -
31.3K
+ 5.77%
$642K - $650K
575K $10.2M
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
28.7K
+ 98.34%
$589K - $596K
58K $1.03M
Nov 12, 2021 Q3 2021
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
28.7K
New
$587K - $595K
28.7K $510K
Oct 26, 2021 Q3 2021
Blue Zone Wealth Advisors, LLC

BUY
 -
27.6K
New
$566K - $573K
27.6K $492K
Nov 16, 2021 Q3 2021
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
27.5K
+ 11.76%
$564K - $571K
261K $4.65M
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
27.2K
+ 3.09%
$558K - $564K
908K $16.2M
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
25.8K
New
$528K - $534K
25.8K $459K
Nov 04, 2021 Q3 2021
Ironwood Investment Counsel, LLC

BUY
 -
25.4K
+ 12.41%
$522K - $528K
230K $4.1M

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