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
Tradition Wealth Management, LLC

BUY
 -
41.8K
+ 1052.7%
$696K - $765K
45.7K $823K
Oct 12, 2022 Q3 2022
Howard Financial Services, Ltd.

BUY
 -
40.8K
New
$680K - $748K
40.8K $735K
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

BUY
 -
39K
+ 17.89%
$650K - $715K
257K $4.63M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
37.8K
+ 2413.2%
$630K - $693K
39.4K $710K
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
37.4K
New
$623K - $685K
37.4K $674K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
35.9K
+ 7.45%
$598K - $658K
518K $9.33M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
35.9K
+ 45.26%
$598K - $657K
115K $2.07M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
35.5K
+ 27.03%
$591K - $650K
167K $3M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
33.5K
+ 22.64%
$558K - $613K
181K $3.27M
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

BUY
 -
31.9K
+ 23.39%
$532K - $585K
169K $3.04M
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
28.1K
+ 6.95%
$468K - $515K
432K $7.79M
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
26K
New
$433K - $476K
26K $468K
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
25.6K
+ 13.27%
$427K - $470K
219K $3.94M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
25K
+ 13.68%
$416K - $458K
208K $3.74M
Oct 17, 2022 Q3 2022
New Potomac Partners, LLC

BUY
 -
23.6K
+ 23.34%
$393K - $432K
125K $2.25M
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
23K
New
$382K - $420K
23K $413K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
22.3K
+ 254.66%
$371K - $408K
31K $559K
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
22.1K
New
$368K - $405K
22.1K $398K
Nov 14, 2022 Q3 2022
Kraematon Investment Advisors, Inc

BUY
 -
21.7K
New
$361K - $397K
21.7K $391K
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
20.8K
+ 1.4%
$346K - $381K
1.51M $27.1M
Oct 19, 2022 Q3 2022
Gill Capital Partners, LLC

Denver, CO
BUY
 -
20.2K
+ 7.96%
$337K - $370K
274K $4.94M
Oct 20, 2022 Q3 2022
Sfmg, LLC

BUY
 -
19.6K
+ 26.68%
$327K - $360K
93.2K $1.68M
Oct 26, 2022 Q3 2022
Prw Wealth Management LLC

BUY
 -
18.6K
New
$309K - $340K
18.6K $334K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
18.5K
+ 6.11%
$308K - $338K
321K $5.78M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
17.9K
+ 153.62%
$299K - $329K
29.6K $533K
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
17.8K
New
$296K - $326K
17.8K $320K
May 25, 2023 Q3 2022
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
17.1K
+ 2.66%
$285K - $313K
660K $11.9M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
16.9K
+ 15.32%
$281K - $309K
127K $2.28M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
16.7K
New
$278K - $306K
16.7K $301K
Oct 20, 2022 Q3 2022
Twelve Points Wealth Management LLC

BUY
 -
16.7K
+ 10.12%
$278K - $305K
181K $3.27M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
16.4K
+ 8.15%
$274K - $301K
218K $3.93M
Nov 03, 2022 Q3 2022
Advisor Os, LLC

BUY
 -
16.2K
+ 4.43%
$270K - $297K
382K $6.88M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
15.7K
+ 5.27%
$261K - $288K
314K $5.65M
Nov 14, 2022 Q3 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
15K
+ 31.27%
$250K - $275K
63K $1.13M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
14.9K
+ 145.86%
$248K - $273K
25.1K $452K
Nov 09, 2022 Q3 2022
Archer Investment Corp

BUY
 -
14.8K
+ 2.87%
$247K - $271K
531K $9.56M
Oct 12, 2022 Q3 2022
Hudson Capital Management LLC

BUY
 -
14.6K
New
$243K - $268K
14.6K $263K
Nov 14, 2022 Q3 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
14K
New
$233K - $257K
14K $252K
Oct 13, 2022 Q3 2022
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
13.8K
+ 5.05%
$230K - $252K
287K $5.16M
Oct 13, 2022 Q3 2022
Autus Asset Management, LLC

BUY
 -
13.2K
+ 10.5%
$220K - $242K
139K $2.5M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
12.9K
+ 4.32%
$215K - $236K
312K $5.62M
Nov 14, 2022 Q3 2022
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
12.7K
+ 11.25%
$211K - $232K
125K $2.26M
Oct 11, 2022 Q3 2022
Lvz, Inc.

BUY
 -
12.6K
+ 15.68%
$210K - $231K
93K $1.67M
Nov 14, 2022 Q3 2022
Kinloch Capital, LLC

Glen Allen, VA
BUY
 -
12.1K
+ 7.79%
$202K - $222K
167K $3.01M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
11.9K
New
$199K - $219K
11.9K $215K
Oct 26, 2022 Q3 2022
Bouchey Financial Group LTD

BUY
 -
11.8K
+ 1.64%
$196K - $216K
729K $13.1M
Nov 10, 2022 Q3 2022
Keystone Financial Group

BUY
 -
11.4K
New
$190K - $208K
11.4K $205K
Oct 28, 2022 Q3 2022
Chatham Capital Group, Inc.

BUY
 -
11K
+ 72.61%
$183K - $202K
26.2K $471K
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
10.9K
+ 13.2%
$182K - $200K
93.5K $1.68M

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