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
Elk River Wealth Management, LLC

SELL
 -
-404
- 1.44%
$8.28K - $8.38K
27.7K $493K
Oct 19, 2021 Q3 2021
Mezzasalma Advisors, LLC

SELL
 -
-449
- 1.76%
$9.2K - $9.32K
25.1K $447K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-515
- 2.3%
$10.6K - $10.7K
21.9K $390K
Oct 22, 2021 Q3 2021
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-551
Closed
$11.3K - $11.4K
0 $0
Oct 13, 2021 Q3 2021
Burns J W & CO Inc

SELL
 -
-600
- 1.11%
$12.3K - $12.5K
53.4K $951K
Nov 12, 2021 Q3 2021
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-790
- 15.64%
$16.2K - $16.4K
4.26K $75.9K
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

SELL
 -
-814
- 1.01%
$16.7K - $16.9K
80.2K $1.43M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-870
Closed
$17.8K - $18.1K
0 $0
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

SELL
 -
-890
Closed
$18.2K - $18.5K
0 $0
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-921
- 5.25%
$18.9K - $19.1K
16.6K $296K
Nov 05, 2021 Q3 2021
Lindbrook Capital, LLC

SELL
 -
-1K
Closed
$20.5K - $20.8K
0 $0
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

SELL
 -
-1.04K
- 2.01%
$21.3K - $21.6K
50.8K $904K
Nov 05, 2021 Q3 2021
Qp Wealth Management, LLC

SELL
 -
-1.05K
- 1.08%
$21.6K - $21.9K
96.1K $1.71M
Oct 19, 2021 Q3 2021
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-1.21K
- 0.83%
$24.8K - $25.1K
144K $2.57M
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-1.32K
- 2.23%
$27K - $27.3K
57.7K $1.03M
Nov 24, 2021 Q3 2021
Mcdonald Partners LLC

SELL
 -
-1.5K
- 4.8%
$30.7K - $31.1K
29.7K $529K
Nov 12, 2021 Q3 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-1.7K
- 10.33%
$34.8K - $35.2K
14.7K $262K
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-1.96K
Closed
$40.1K - $40.6K
0 $0
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.27K
- 1.06%
$46.6K - $47.1K
212K $3.78M
Oct 14, 2021 Q3 2021
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-2.39K
- 3.18%
$49K - $49.6K
72.8K $1.3M
Nov 12, 2021 Q3 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-2.6K
- 1.04%
$53.4K - $54K
247K $4.41M
Nov 05, 2021 Q3 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-2.76K
- 38.88%
$56.6K - $57.2K
4.34K $77.3K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-2.81K
- 13.25%
$57.6K - $58.3K
18.4K $328K
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-3.13K
- 1.4%
$64.2K - $64.9K
220K $3.92M
Oct 29, 2021 Q3 2021
Busey Wealth Management

SELL
 -
-3.23K
- 18.51%
$66.2K - $67K
14.2K $253K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-3.52K
- 3.15%
$72.1K - $73K
108K $1.93M
Nov 03, 2021 Q3 2021
Princeton Global Asset Management LLC

SELL
 -
-3.58K
- 98.19%
$73.5K - $74.4K
66 $1.18K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-4.18K
- 23.16%
$85.6K - $86.7K
13.9K $247K
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

SELL
 -
-4.27K
Closed
$87.5K - $88.5K
0 $0
Nov 05, 2021 Q3 2021
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-4.93K
- 7.54%
$101K - $102K
60.5K $1.08M
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-6.13K
- 11.25%
$126K - $127K
48.3K $861K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-7.08K
- 4.33%
$145K - $147K
156K $2.79M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-7.55K
- 70.2%
$155K - $157K
3.2K $57.1K
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-7.6K
- 43.12%
$156K - $158K
10K $179K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-7.72K
- 4.16%
$158K - $160K
178K $3.17M
Nov 12, 2021 Q3 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-9.07K
- 12.7%
$186K - $188K
62.3K $1.11M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-9.14K
- 4.61%
$187K - $190K
189K $3.37M
Jan 12, 2024 Q3 2021
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-11K
- 2.19%
$225K - $228K
490K $8.73M
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-11.1K
Closed
$228K - $230K
0 $0
Oct 06, 2021 Q3 2021
Cooper Financial Group

SELL
 -
-11.4K
Closed
$233K - $236K
0 $0
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-12.1K
Closed
$247K - $250K
0 $0
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-12.7K
- 7.2%
$260K - $263K
163K $2.91M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-13.6K
Closed
$278K - $282K
0 $0
Nov 12, 2021 Q3 2021
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-14.7K
Closed
$301K - $305K
0 $0
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-15K
Closed
$307K - $311K
0 $0
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-15.7K
Closed
$322K - $326K
0 $0
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-15.7K
Closed
$323K - $327K
0 $0
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-17.3K
- 86.45%
$355K - $359K
2.71K $48.3K
Nov 05, 2021 Q3 2021
American Financial Advisors, LLC

SELL
 -
-18.2K
- 18.75%
$374K - $378K
79K $1.41M

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