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 09, 2021 Q3 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
24.4K
+ 16.96%
$500K - $506K
168K $2.99M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
23.4K
+ 110.83%
$481K - $486K
44.6K $794K
Dec 06, 2021 Q3 2021
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
22.9K
+ 9.76%
$470K - $475K
258K $4.59M
Nov 12, 2021 Q3 2021
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
22.2K
+ 6.7%
$454K - $460K
353K $6.29M
Mar 14, 2023 Q3 2021
Private Portfolio Partners LLC

BUY
 -
21.5K
+ 69.95%
$440K - $445K
52.1K $929K
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

BUY
 -
21.5K
+ 69.95%
$440K - $445K
52.1K $929K
Nov 15, 2021 Q3 2021
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
21.3K
New
$436K - $442K
21.3K $379K
Oct 21, 2021 Q3 2021
Kinloch Capital, LLC

Glen Allen, VA
BUY
 -
21K
+ 10.25%
$431K - $436K
226K $4.03M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
20.3K
+ 36.29%
$416K - $421K
76.2K $1.36M
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
19.5K
New
$400K - $405K
19.5K $347K
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
19.4K
+ 4.38%
$398K - $402K
462K $8.23M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.9K
+ 3.34%
$388K - $393K
585K $10.4M
Oct 15, 2021 Q3 2021
Youngs Advisory Group, Inc.

BUY
 -
17.9K
New
$368K - $372K
17.9K $319K
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

BUY
 -
17.9K
+ 1.14%
$367K - $372K
1.59M $28.3M
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
17.8K
New
$366K - $370K
17.8K $318K
Oct 12, 2021 Q3 2021
Trinity Legacy Partners, LLC

BUY
 -
17.1K
+ 1.44%
$350K - $354K
1.2M $21.3M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
16.3K
+ 23.59%
$334K - $339K
85.5K $1.52M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
16.3K
+ 2.54%
$334K - $338K
658K $11.7M
Oct 25, 2021 Q3 2021
Mbe Wealth Management, LLC

BUY
 -
16.1K
New
$330K - $334K
16.1K $287K
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
15.9K
+ 16.47%
$326K - $330K
112K $2M
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
15.4K
+ 9.8%
$317K - $320K
173K $3.08M
Nov 15, 2021 Q3 2021
Acorn Financial Advisory Services Inc

BUY
 -
14.9K
New
$305K - $308K
14.9K $265K
Oct 08, 2021 Q3 2021
Foster Victor Wealth Advisors, LLC

BUY
 -
14.7K
New
$302K - $305K
14.7K $262K
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
14.5K
+ 169.41%
$296K - $300K
23K $410K
Oct 12, 2021 Q3 2021
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
13.9K
New
$285K - $288K
13.9K $248K
Oct 13, 2021 Q3 2021
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
13.8K
+ 6.16%
$284K - $287K
238K $4.25M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
13.7K
+ 13.65%
$281K - $285K
114K $2.04M
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

BUY
 -
13.5K
+ 4.48%
$276K - $279K
314K $5.59M
Oct 20, 2021 Q3 2021
Northwest Wealth Management, LLC

BUY
 -
13.4K
+ 5.87%
$275K - $279K
242K $4.32M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
13.2K
+ 4.45%
$270K - $273K
309K $5.51M
Nov 12, 2021 Q3 2021
Wills Financial Group, Inc.

BUY
 -
13.1K
+ 4.01%
$268K - $272K
339K $6.04M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
13K
+ 28.91%
$267K - $270K
58.1K $1.03M
Nov 15, 2021 Q3 2021
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
12.1K
+ 10.32%
$248K - $251K
129K $2.3M
Nov 12, 2021 Q3 2021
Meridian Wealth Advisors, LLC

BUY
 -
12.1K
+ 72.54%
$248K - $251K
28.7K $512K
Oct 28, 2021 Q3 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
11.9K
+ 1.75%
$243K - $246K
690K $12.3M
Oct 18, 2021 Q3 2021
Reitz Capital Advisors LLC

BUY
 -
11.8K
+ 4.78%
$242K - $245K
258K $4.6M
Nov 16, 2021 Q3 2021
Fin Trust Capital Advisors, LLC

BUY
 -
11.2K
+ 116.17%
$230K - $233K
20.9K $371K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
11K
+ 4.02%
$226K - $229K
285K $5.08M
Nov 02, 2021 Q3 2021
Cutter & CO Brokerage, Inc.

BUY
 -
11K
New
$226K - $229K
11K $196K
Nov 12, 2021 Q3 2021
Castle Rock Wealth Management, LLC

BUY
 -
10.3K
New
$211K - $214K
10.3K $183K
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
10.3K
+ 28.21%
$210K - $213K
46.6K $830K
Nov 12, 2021 Q3 2021
Blair William & CO

Chicago, IL
BUY
 -
10.2K
+ 103.28%
$208K - $211K
20K $356K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.65K
+ 11.77%
$198K - $200K
91.6K $1.63M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
9.43K
+ 3.25%
$193K - $196K
300K $5.34M
Jul 09, 2024 Q3 2021
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
9.39K
+ 47.21%
$193K - $195K
29.3K $522K
Nov 15, 2021 Q3 2021
Vista Investment Management

Pittsburgh, PA
BUY
 -
9.32K
+ 8.52%
$191K - $193K
119K $2.11M
Oct 12, 2021 Q3 2021
Family Legacy, Inc.

BUY
 -
9.13K
+ 3.48%
$187K - $189K
271K $4.83M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
8.59K
+ 73.16%
$176K - $178K
20.3K $362K
Oct 19, 2021 Q3 2021
American Institute For Advanced Investment Management, LLP

BUY
 -
8.47K
+ 4.85%
$174K - $176K
183K $3.26M

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