Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.58M
New
$41M - $42M
2.58M $46.5M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
722K
+ 3969.08%
$11.5M - $11.8M
741K $13.3M
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
592K
New
$9.4M - $9.64M
592K $10.7M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
450K
New
$7.15M - $7.33M
450K $8.11M
Nov 13, 2023 Q3 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
333K
+ 135.77%
$5.29M - $5.42M
578K $10.4M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
291K
+ 2278.07%
$4.62M - $4.73M
304K $5.47M
Oct 10, 2023 Q3 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
281K
New
$4.47M - $4.58M
281K $5.07M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
264K
+ 16.06%
$4.19M - $4.3M
1.91M $34.4M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
262K
+ 15.03%
$4.16M - $4.26M
2M $36.1M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
227K
+ 828.62%
$3.6M - $3.69M
254K $4.58M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
141K
+ 76.83%
$2.23M - $2.29M
323K $5.83M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
116K
+ 175.15%
$1.84M - $1.89M
182K $3.28M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
111K
New
$1.76M - $1.8M
111K $1.99M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
110K
+ 1.12%
$1.75M - $1.79M
9.9M $178M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
102K
+ 41.16%
$1.62M - $1.66M
350K $6.3M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
86.6K
+ 7.18%
$1.38M - $1.41M
1.29M $23.3M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
86.5K
+ 8.78%
$1.37M - $1.41M
1.07M $19.3M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
77.4K
+ 6.76%
$1.23M - $1.26M
1.22M $22M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
75.8K
+ 2.53%
$1.2M - $1.23M
3.07M $55.3M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
74.8K
+ 38.15%
$1.19M - $1.22M
271K $4.88M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
73.7K
New
$1.17M - $1.2M
73.7K $1.33M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
70.9K
+ 26.43%
$1.13M - $1.15M
339K $6.11M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
69.9K
+ 0.14%
$1.11M - $1.14M
51.4M $926M
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
66.2K
+ 75.43%
$1.05M - $1.08M
154K $2.77M
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
66K
New
$1.05M - $1.07M
66K $1.19M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
61.3K
+ 15.63%
$973K - $998K
453K $8.17M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
60.1K
+ 14.16%
$954K - $978K
484K $8.72M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
56.3K
+ 17.13%
$895K - $917K
385K $6.94M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
54.5K
+ 18.65%
$866K - $888K
347K $6.25M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
52.8K
New
$838K - $859K
52.8K $951K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
45.1K
+ 8.27%
$716K - $734K
591K $10.6M
Oct 20, 2023 Q3 2023
Meridian Financial Partners LLC

BUY
 -
44.6K
New
$709K - $727K
44.6K $804K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
43.9K
+ 10.26%
$697K - $714K
472K $8.5M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
42.3K
+ 7.93%
$672K - $689K
576K $10.4M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
39.1K
+ 8.43%
$620K - $636K
502K $9.05M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
38.7K
New
$615K - $630K
38.7K $697K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
38.6K
+ 0.73%
$612K - $628K
5.33M $96M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
38.4K
+ 1.61%
$610K - $625K
2.42M $43.6M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
37.9K
+ 10.75%
$601K - $616K
390K $7.02M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
32.8K
+ 23.31%
$521K - $534K
174K $3.13M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
32.6K
+ 11.79%
$517K - $530K
309K $5.56M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
32.5K
+ 2.14%
$517K - $530K
1.56M $28M
Oct 18, 2023 Q3 2023
Twelve Points Wealth Management LLC

BUY
 -
30.9K
+ 13.41%
$491K - $503K
261K $4.71M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
28.1K
New
$446K - $458K
28.1K $506K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
28K
+ 7.54%
$444K - $455K
399K $7.19M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
27.1K
+ 6449.05%
$430K - $441K
27.5K $495K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
26.3K
New
$418K - $428K
26.3K $474K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
23.6K
+ 4.93%
$375K - $385K
504K $9.07M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
23.4K
+ 6.16%
$372K - $382K
404K $7.28M

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