Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.77M
+ 18.45%
$62.9M - $69.1M
24.2M $436M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
1.68M
+ 191.75%
$28.1M - $30.9M
2.56M $46.2M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
1.35M
New
$22.5M - $24.7M
1.35M $24.3M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.04M
New
$17.3M - $19M
1.04M $18.7M
Jan 26, 2023 Q3 2022
State Of Tennessee, Treasury Department

Nashville, TN
BUY
 -
836K
+ 66.47%
$13.9M - $15.3M
2.09M $37.7M
Mar 23, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
835K
New
$13.9M - $15.3M
835K $15M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
770K
+ 130.59%
$12.8M - $14.1M
1.36M $24.5M
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
759K
New
$12.6M - $13.9M
759K $13.7M
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
716K
+ 14.72%
$11.9M - $13.1M
5.58M $100M
Oct 27, 2022 Q3 2022
Red Cedar Investment Management, LLC

BUY
 -
650K
New
$10.8M - $11.9M
650K $11.7M
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
462K
+ 2997.65%
$7.7M - $8.47M
478K $8.61M
Oct 24, 2024 Q3 2022
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
432K
+ 189.09%
$7.2M - $7.91M
660K $11.9M
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
419K
+ 17.76%
$6.99M - $7.68M
2.78M $50.1M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
327K
+ 127.95%
$5.45M - $5.99M
582K $10.5M
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
299K
New
$4.98M - $5.48M
299K $5.38M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
293K
+ 3.62%
$4.88M - $5.37M
8.39M $151M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
268K
+ 11.4%
$4.47M - $4.91M
2.62M $47.2M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
266K
+ 19.6%
$4.43M - $4.87M
1.62M $29.2M
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
257K
+ 73.17%
$4.29M - $4.71M
609K $11M
Nov 09, 2022 Q3 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
252K
New
$4.2M - $4.62M
252K $4.54M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
234K
+ 541.11%
$3.9M - $4.29M
277K $5M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
225K
+ 290.28%
$3.75M - $4.12M
303K $5.45M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
215K
New
$3.58M - $3.94M
215K $3.87M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
212K
+ 320.14%
$3.54M - $3.89M
279K $5.02M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
188K
+ 274.02%
$3.13M - $3.45M
257K $4.62M
Nov 03, 2022 Q3 2022
Andesa Financial Management Inc.

BUY
 -
172K
New
$2.87M - $3.16M
172K $3.1M
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
158K
New
$2.64M - $2.9M
158K $2.85M
Nov 09, 2022 Q3 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
156K
+ 14.71%
$2.61M - $2.87M
1.22M $22M
Nov 02, 2022 Q3 2022
Flaharty Asset Management, LLC

BUY
 -
129K
+ 7.18%
$2.14M - $2.36M
1.92M $34.6M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
127K
New
$2.11M - $2.32M
127K $2.28M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
121K
+ 50.94%
$2.01M - $2.21M
357K $6.43M
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

BUY
 -
116K
+ 17.37%
$1.92M - $2.12M
781K $14.1M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
106K
New
$1.77M - $1.95M
106K $1.91M
Nov 03, 2022 Q3 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
93.9K
New
$1.56M - $1.72M
93.9K $1.69M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
90.8K
+ 9.36%
$1.51M - $1.66M
1.06M $19.1M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
78.9K
+ 0.89%
$1.32M - $1.45M
8.97M $161M
Nov 10, 2022 Q3 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
70K
New
$1.17M - $1.28M
70K $1.26M
Nov 10, 2022 Q3 2022
Biltmore Family Office, LLC

BUY
 -
69.4K
+ 71.55%
$1.16M - $1.27M
166K $3M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
68.2K
+ 12.61%
$1.14M - $1.25M
609K $11M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
61.4K
+ 32.36%
$1.02M - $1.12M
251K $4.52M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
56.3K
+ 13.28%
$939K - $1.03M
481K $8.66M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
55.2K
+ 30.92%
$920K - $1.01M
234K $4.21M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
54.8K
+ 6.57%
$913K - $1M
889K $16M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
53.6K
New
$893K - $982K
53.6K $965K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
53.2K
New
$887K - $975K
53.2K $959K
Mar 28, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
49.7K
New
$828K - $911K
49.7K $895K
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
48.8K
+ 9.28%
$814K - $895K
575K $10.4M
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

BUY
 -
46K
New
$766K - $842K
46K $828K
Nov 10, 2022 Q3 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
42.9K
+ 87.81%
$714K - $785K
91.7K $1.65M

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